Technical Specialist

AXA•Scottsdale, AZ

2d•Hybrid

About The Position

The Technical Specialist provides critical underwriting support within the Excess & Surplus unit, assisting with submission clearance, documentation, and day-to-day operations across the underwriting lifecycle. The role supports the timely processing of new and renewal submissions, loss runs and credentialing requests, and preparation of binders, endorsements, and regulatory notices. The Specialist serves as a liaison among Underwriters, Middle Office, Shared Services, brokers, and other internal and external partners to support data accuracy, compliant policy issuance, and high-quality service. The position combines technical expertise with innovation, using approved AI and automation solutions to streamline processes and improve customer experience. The position supports middle-market excess casualty coverage, which provides additional liability protection beyond primary policies for mid-sized businesses through umbrella and excess policies. It is a permanent, full-time role with a hybrid schedule: currently three days in the office, including a Monday or Friday, and two remote days. The role reports to the Operations Manager. Applicants must be legally authorized to work in the United States without sponsorship now or in the future.

Requirements

Agility in assimilating complex information from multiple sources and handling ambiguity while staying focused on objectives.
Awareness of personal strengths and development areas, reflection, and a proactive approach to giving and seeking feedback.
Ability to build cooperative relationships across teams, geographies, and functions.
Relationship-management skills to build and maintain positive connections with clients, colleagues, and stakeholders.
Ability to uphold legal standards, industry regulations, and internal policies governing the (re)insurance sector.
Planning and organizational skills, including setting objectives and maintaining focus.
Ability to define clear, concise standard operating procedures that account for global and local requirements.
Data-analysis skills, including gathering, processing, and analyzing varied or large datasets and deriving actionable insights.
Understanding of and consistent adherence to internal controls, processes, and guidelines, with audit requirements in mind.
Legally authorized to work in the United States without sponsorship now or in the future.

Responsibilities

Provide underwriting support across the full underwriting lifecycle, from submission clearance to policy issuance and renewals where applicable.
Process submissions promptly and accurately, manage the internal submission mailbox, and collaborate with Underwriting, Middle Office, and Shared Services to respond to inquiries.
Gather, validate, and organize information from brokers, clients, reinsurers, Shared Services, IT, Claims, and Accounting to support risk analysis and policy issuance.
Prepare and process policy documentation, including binders, endorsements, rating and coding, and regulatory notices, including urgent requests.
Review Shared Services output for quality before release to brokers or clients.
Maintain process manuals, reference documents, and training materials, and provide training or refresher training to staff as needed.
Maintain accurate, well-organized electronic files to support audits, regulatory requirements, and internal controls.
Support renewal preparation, process improvements, and User Acceptance Testing where applicable.
Coordinate across functions and geographies to ensure timely, high-quality service; monitor account information and status, escalate issues, and support reporting or metrics as directed by leadership.
Develop AI acumen by identifying, testing, and adopting approved AI and automation solutions to improve processes and client and broker experience, reduce manual effort, and advance operational excellence while following governance, compliance, and responsible AI standards.