Service Underwriter II

UFG Insurance•Cedar Rapids, IA

About The Position

In this multi-functional role, an ideal candidate will be able to provide quality customer service to internal & external clients, underwrite new & existing business and provide superior end-to-end service in the Service Center. A Service Underwriter II will have general expertise in underwriting profitability, production, agency relations, and customer service and leadership skills. The ideal candidate is someone who is self-motivated with strong multi-tasking ability. While this role is posted as a Service Center Underwriter II, we are open to hiring in at higher levels based on experience and technical expertise.

Requirements

Bachelor’s Degree preferred or equivalent work experience
Preferred to have insurance coursework and/or designations
Examples may include AINS, AU, CPCU
Property & Casualty License required
3+ years of relevant experience
3+ years of customer service experience

Nice To Haves

Independent agency experience is a plus

Responsibilities

Make educated decisions on claims and risk controls
After issuance of new policies, assist with onboarding insureds
General to working knowledge of new business risk analysis
Assist policyholders with policy changes, renewal instructions, drivers lists, certificates of insurance, cancellations, reinstatements, first loss reports, billing/claims/policy inquiries, replacement auto ID cards, coverage questions, etc. both over the phone and through written correspondence.
Enter accurate information onto the various computer systems from policyholder phone calls and written correspondence
Review policy change requests, renewal instructions, MVR’s, Experience Mods, loss experience, Loss Control reports and product brochures for risk acceptability. May consult management, other underwriters, websites, and Best Underwriting Guide
Ask pertinent questions when a policyholder requests a policy change – midterm and renewal. Select critical information needed
Utilizing negotiation and sales tactics knowledgably
Utilize underwriting resources
Work to de-escalate issues that are derived/perceived from our internal/external customers
Use analytical tools provided to track customer interactions and provide agency’s with detailed information of these interactions
Work towards developing agency partnerships by having consistent communication and potential in-person visits
Building communication with agency expectations
Uses attributes including planning, persuasion, strategy and other tactics efficiently
Able to incorporate feedback and take direction well
Communicates successes & opportunities for improvement
Raises vital questions, issues, and recommends solutions where applicable
Gathers appropriate resources to problem solve
Plan & prioritizes daily activities
Reviews team schedule to support business need
Demonstrates solid judgment, competence, and knowledge critical to this role
Demonstrates the ability to recognize the need for changes and positively support change efforts
Promotes shared knowledge
Work to de-escalate issues that are derived/perceived from internal/external customers by taking accountability and ownership
Understands complex issues and initiates potential solutions