Associate UW III

PURPOSE OF THE JOB:

Associate Underwriting Specialist have advanced duties based upon experience in the role. These Associate Underwriters serve as trainers and/or mentors for less experienced team members. They may be expected to complete higher volumes of work and learn multiple lines of business. Associate Underwriting Specialist could also have an expert knowledge of the personal lines policy administration systems and processes in order to service and underwrite policies and accounts. Independently provide technical support to the team as questions arise from Associate Underwriters during the daily policy/account service work. 

ESSENTIAL FUNCTIONS:

• Coaches Associate Underwriters who require direction with the review of policy referrals and/or the handling of policy transactions.


• Sustains a larger volume of work items including special projects and/or challenging state assignments.


• Handles the manual conversion of policies between different policy administration systems. This involves manual rating of premium, policy endorsements, drivers, etc.


• Assists Associate Underwriters and Underwriters who require assistance or direction when responding to correspondence received from agents or third parties.


• Maintains established agent relationships for policies that he/she is responsible for servicing.


• Develops written correspondence that can be utilized as a guide for professional communication when working with agents to resolve policy service issues.


• Identifies system and procedural inefficiencies and bring forward a potential solution to management.


• Demonstrates expertise and serves as a resource on project teams at the department and company level


• Participates in User Acceptance testing as new systems are designed and deployed.

QUALIFICATIONS:

• Associate degree.


• Two to four years of experience.


• Ability to effectively communicate with others to exchange information.