Commercial Underwriting Associate
About The Position
Customer oriented professional responsible for handling inbound calls from insureds, and agents; assisting with billing, non-monied endorsements, technical system difficulties, document requests and cancellations. Responsibilities include maintaining appropriate service levels and assisting with underwriting task carryover. This includes verifying information, assessing risk factors, and making informed coverage decisions in accordance with company guidelines and regulatory requirements. This role will have a focus on agency relationships, policy retention, and agency education.
Requirements
- Undergraduate degree in Risk Management/Insurance, Business, or related field; equivalent experience considered.
- 1-0 years in commercial auto (non-standard) underwriting or closely related P&C roles; knowledge of underwriting principles and statutory requirements. Experience in retail agency space is also acceptable.
- Proficiency with office productivity tools; ability to prioritize and meet service commitments.
Nice To Haves
- Native, fluent, or working proficient in Spanish and English.
Responsibilities
- Monitor the suspense and documents uploaded by the agent; ensuring timely processing of non-monied endorsements.
- Provide professional phone support for complex billing inquires, ensuring callers receive clear explanations, accurate account information and resolution.
- Build and maintain strong agency relationships to support policy retention, including tracking, taking payments, processing pay plan rebuilds, and documenting actions.
- Send policy memos that clearly communicate Underwriting requirements and compliance timelines.
- Participate in round-robin phone and chat queues to support bilingual agents and insureds with accurate, guideline-consistent assistance.
- Collaborate with underwriting, product and sales to stay up to date with improvements. Communicate ideas, thoughts, and concerns with the team.
- Ensure internal compliance with regulatory/statutory requirements.
- Meet productivity, service level, and quality assurance goals.
Benefits
- Medical
- Dental
- Vision
- Voluntary Life
- Flexible Spending Accounts
- Health Savings Account
- Group Life and AD&D Insurance
- Short- and Long-Term Disability Plans
- Employee Assistance Program
- Travel Assist
- Benefit Resource Card which includes Teladoc™
- Health Advocate
- 401(k) Employer Match
- Engagement Events
- Annual Learning Credit
- Paid Time Off (PTO)
- Parental Leave Pay
- Volunteer Time Off (VTO)
- Bereavement Pay
- Military Leave Pay
- Jury Duty Pay
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
