Underwriting Specialist managing commercial lines for religious organizations, focusing on profitability and growth through effective risk assessment. Collaborating with agents and maintaining compliance standards.
About the role
- Conduct daily operations in underwriting division, processing transactions and supporting teams. Handle inspections, audits, and project presentations while ensuring compliance and efficiency.
Responsibilities
- Conduct daily business operations within the underwriting division.
- Process transactional queues and technical queues.
- Process DMV IIES tasks including support on phones and incoming paper and emails.
- Handle all functions of property inspections including reviewing crystal reports, documenting PACE, and emailing hand-typed inspections.
- Write program requests with management support.
- Collaborate with various divisions while implementing and auditing program requests.
- Assist with project support.
- Conduct presentations on new programs moving into production, reviewing audit and implementation plans.
- Conduct team cross training.
- Perform quarterly review of agent lobby specific to all forms for all lines of business.
- Quarterly review of statistical data submission to ISO/AAIS.
- Conduct monthly bill verification.
- Maintain user accounts for vendor management.
- Provide audit support for program moved impacting the underwriting division.
- Review and update a wide variety of reports including Actuate, On Demand, AQT and Crystal.
- Maintain PACE calendars for multiple lines of business.
- Professionally handle incoming and outgoing customer phone other duties as assigned.
Requirements
- High School Diploma
- 2 years business or technical experience
- Knowledge of personal lines underwriting including applications, endorsements, renewals, and cancellations for one line of business.
- Working knowledge of PACE, underwriting procedures, and workflow processes.
- Good computer skills and technical proficiency in Crystal and MS Office Suite.
- Good analytical and problem-solving skills.
- Good organizational, multi-tasking, and prioritization skills.
- Communication skills.
- Professional approach to working independently or within a team.
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