This position is responsible for the underwriting, rating, binding and servicing of accounts assigned to them in a prompt, accurate, courteous and professional manner. This includes providing the necessary support to the overall production and profit objectives of the program.

ESSENTIAL FUNCTIONS

• Maintain up to date and adhere to all AURA and carrier’s processing procedures.
• Maintain up to date knowledge of all items in AURA Underwriting Guidelines, including underwriting and rating changes.
• Refer accounts to carriers when risk are “outside” the underwriting box.
• Respond to all brokers inquiries in a professional and timely manner.
• Review and process all incoming mail for assigned accounts.
• Document all correspondence and phone calls in our agency management system.
• Underwrite accounts to ensure compliance with our guidelines and discuss risks “outside the box” internally for possible referral to carrier(s).
• Market accounts when necessary, and monitor status of quotes to make sure “need by date” and deadlines are met.
• Quote accounts and present timely proposals to brokers.
• Review bind requests and binding documents received from brokers, to assure adherence to the program requirements.
• Request policies issuance as requested by broker.
• Process legal notice of non-renewal or cancellation when necessary.
• Assist in training other employees at management’s request.
• Maintain positive relationships with appropriate company representatives through proper contacts and effective communication.
• Provide assistance to Technical Support team, Assistant Underwriters or company Underwriters as necessary, in preparation of policy or endorsement processing.
• Respond to Live Chat system inquiries.
• Share all new company information/changes with department.
• Adhere to all ethical and State Insurance Department guidelines and procedures.
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development in a timely manner (minimum 45 days prior to expiration).
• Report to manager need for updates to websites, letters, training, etc.
• Willing and able to travel (1-2 times per year or as required by management).
• Perform other duties as requested at the direction of management.

QUALIFICATIONS

• Education: College degree preferred; High School diploma or equivalent required
• Valid Florida Property & Casualty/General Lines insurance license preferred (FL 2-20)
• Minimum 5 years insurance underwriting experience
• Experience wholesaling and/or underwriting real estate risks a plus
• Knowledge of commercial insurance and products essential
• Computer systems and operations knowledge and skills required
• Good listening/writing skills and overall good communication skills a must.
• Excellent attention to detail required
• Professional designation a plus

 

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