Underwriter CL - I

Team Focus Insurance Group

10d•Remote

About The Position

The Underwriter II – Commercial Lines is responsible for providing high-level service and underwriting support for a portfolio of small to mid-sized commercial accounts, including select high-profile or complex cases. Core responsibilities include processing policy transactions with underwriting authority, managing endorsement requests, handling certificates of insurance, responding to service inquiries, proactively identifying cross-sell opportunities, and serving as a resource to peers. This role emphasizes technical accuracy, strong communication skills, and a proactive, team-focused approach in delivering exceptional client service.

Requirements

Active Property & Casualty Insurance License required; must be able to obtain licensing in all 50 states.
Comprehensive understanding of commercial lines insurance products and risk assessment.
Proven ability to handle more complex or high-exposure accounts with minimal supervision.
Strong verbal and written communication skills with a customer-first mindset.
High degree of accuracy and attention to detail in processing and documentation.
Proficient in agency management systems (e.g., EZLynx) and CRM platforms.
Able to lead by example and provide informal peer coaching and support.
3–5 years of experience in commercial lines underwriting or servicing with increasing responsibility.

Nice To Haves

Associate or bachelor’s degree preferred.
Previous experience working on mid-sized to complex commercial accounts highly desirable.
Call center or high-volume service environment experience is a plus.

Responsibilities

Underwrite and process commercial lines endorsements within assigned authority levels, ensuring compliance with underwriting guidelines.
Review and manage complex and high-profile accounts, demonstrating advanced knowledge of commercial coverages and risk evaluation.
Issue accurate and timely certificates of insurance and endorsements in accordance with client-specific and regulatory requirements.
Provide expert-level service by responding to policyholder and agent inquiries via phone and email, with attention to detail and resolution follow-through.
Manage workflow from tasks indexed via email and phone calls, maintaining a timely and organized approach to documentation and follow-up.
Support proactive policy renewals by reviewing account history and identifying opportunities to adjust coverage or add value.
Collaborate with cross-functional teams to identify and act on opportunities for cross-selling additional lines of coverage.
Take a lead role in assisting and mentoring peers, offering training support, process clarification, and sharing of best practices as needed.
Serve as a go-to resource for escalated service issues, demonstrating sound judgment and customer-centric problem-solving.
Support quality control initiatives by identifying process inefficiencies, recommending improvements, and assisting with audits when required.
Actively contribute to maintaining client satisfaction scores and service level agreements (SLAs).

Benefits

Medical, Dental, Vision, Life, Pet
Flexible Spending Account
Competitive Salaries
401K Match
Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs, Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program
Commuter Benefits
Flexibility: Remote and Hybrid Opportunities Available