Underwriting Client Specialist II

This Job Description Does Not Constitute A Contract For Employment Underwriting Client Specialist II This position currently follows a hybrid work schedule, with three in-office days. Tuesday and Thursday are Company anchor days, and the third day will be worked out with your manager. POSITION SUMMARY: The Underwriting Client Specialist II utilizes foundational underwriting knowledge to take on more advanced responsibilities in client communication, risk evaluation, and operational excellence. This role is a key resource in facilitating client-underwriter interactions, ensuring the accuracy and efficiency of policy transactions, and delivering exceptional service. The position requires a proactive individual with strong analytical skills, advanced communication abilities, and a collaborative mindset. The ideal candidate will expand their expertise in underwriting principles, contribute to process improvements, and drive results while upholding company standards. *This role supports all underwriting with an immediate focus on Personal Lines. Principal Accountabilities: 1. Planning and Delivery: • Analyze and evaluate more complex insurance applications to determine eligibility, coverage options, and risk profiles. • Process advanced underwriting tasks efficiently, maintaining a high level of accuracy and adherence to established guidelines. • Stay current with underwriting guidelines, company policies, and evolving industry regulations. • Assist in training and mentoring entry-level team members to ensure consistency in task execution and knowledge sharing. • Take initiative in identifying and implementing process improvements to enhance underwriting workflows. • Responsible for policy reinstatement review within outlined authority level. 2. Business Insight and Analytics: • Utilize advanced data-driven insights to assess risk and recommend customized policy terms. • Conduct in-depth analysis of underwriting metrics and trends, providing actionable insights to management. • Participate in projects to enhance underwriting processes, leveraging feedback and data analysis. • Monitor and improve the accuracy of underwriting outputs to align with organizational goals. 3. Communication and Relationship Building: • Participate in agency visits and training. • Act as the primary contact for agents and clients, addressing inquiries and resolving complex issues promptly and effectively. • Strengthen relationships with internal and external stakeholders, fostering collaboration and mutual trust. • Lead communication efforts to ensure clear positive alignment between underwriting teams, agents, and clients. This Job Description Does Not Constitute A Contract For Employment • Advocate for client needs while balancing organizational objectives and risk considerations. 4. Leadership: • Provide guidance and support to entry-level team members, sharing expertise and promoting professional growth. • Demonstrate initiative by suggesting improvements to underwriting guidelines based on trends and agent feedback. • Actively participate in cross-departmental initiatives to contribute to broader business objectives. • Uphold and promote positive engagement, encouragement, and collaboration amongst team members and other departments. Job Requirements: Experience: • Minimum 2-3 years of experience in an underwriting and/or insurance operations role preferred. • Knowledge of property and casualty insurance products required; comprehension with Personal Lines strongly preferred. • Effective customer service skills in prior role(s). • Ability to handle advanced clerical and technical tasks in a fast-paced professional office environment. Education: • Bachelor’s degree preferred but not required. • Further education/experience in insurance-related fields is an advantage. Skills: • Advanced proficiency in multiple operating systems and underwriting tools. • Strong analytical and problem-solving skills with a focus on detail and accuracy. • Excellent written and verbal communication skills with an ability to adapt to diverse audiences. • Exceptional organizational skills, with the ability to manage competing priorities and meet deadlines. • Strong interpersonal skills and the ability to build lasting relationships with clients and colleagues. Salary Range: $53,000 – $58,000.This range is a good faith estimate which reflects the annual salary we reasonably expect to pay for this specific full-time position at the time of posting. The actual salary offered will be based on several factors including the candidate’s experience and qualifications.

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