Sr. Underwriting Consultant, Employee Benefits - IAS, Southwest
About The Position
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. This position is responsible for the underwriting, rating, binding, and servicing of all accounts as assigned to them in a prompt, courteous, and professional manner. This position handles the most complex and highest value clients, policies and quotes and works with Underwriting Leadership and gives input on Underwriting guidelines. This position works as mentor and assists underwriters with any escalated question, provides the necessary support to the overall production and objectives of the department.
Requirements
- Knowledge of funding mechanisms: fully insured and self-insured
- Organizational skills and time management
- Mathematic ability
- Effective communications skills both written and verbal for interface with Clients and co-workers
- Ability to work in a team environment
- Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn any other appropriate program or software system used by the firm as necessary
- Bachelor’s degree required
- 5 years’ experience with a carrier required
Nice To Haves
- Bachelor’s degree preferred
- 5-7 years’ experience with a medical carrier preferred
- ASA Designation preferred
Responsibilities
- Underwrite accounts to ensure compliance with guidelines, consult with leader on any "outside the box" risk for direction
- Quote accounts and present timely proposals to brokers.
- Review bind requests and documents received from borkers and request policies issuance as requested by broker, markets accounts when necessary
- Work with Leadership on any updates or efficiencies to processes that would benefit department
- Process legal notice of non-renewal or cancellations
- Monitor and work to adhere to established due dates or deadlines for quotes, completion of support team tasks
- Maintain up to date on department and carrier's procedures
- Maintain up to date on applicable Underwriting Guidelines, including underwriting and rating changes
- Refer accounts to carriers when appropriate
- Respond to inquiries and communication in a professional and timely manner, maintain positive relationships with external partners
- Document all communication in the Agency Management System
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What This Job Offers
Job Type
Full-time
Career Level
Senior
