Brown & Riding | Associate Underwriter - Wholesale Insurance Brokerage

1 week ago

houston, United States Brown & Riding Full time

Position Summary:

Manage assigned accounts Assist with the Underwriting and processing of new and renewal business written within the scope of the Underwriting Department. Job duties include servicing active and expired policy files, and developing and fostering profitable relationships with clients, internal and external, in accordance with established Brown & Riding values, goals, and procedures.


Essential Functions:

Responsible for handling all aspects of a file in consultation with binding underwriter, apart from the original quoting of accounts other than those assigned by the binding underwriter. Will also initially screen all renewals and will oversee sending out renewal letters or non-renewal letters where appropriate. Will pull loss runs for upcoming renewals and advise U/W of any issues relative to losses. Will assist with training as required.


Submissions: Clear & log in Submissions into management system. Obtain appropriate underwriting information as stated in our underwriting manuals per our contract carrier company guidelines.


Quoting: all pertinent information must be on the quote for policy issuance such as forms, rating & class code information. Obtain and state all information needed upon binding from the retailer including forms for out of state filings. Set suspense’s as appropriate. Label and file rating worksheet.


Inspections: Initially review inspections when received and compared against what was quoted and bound. Advise binding underwriter of any discrepancies and present to the underwriter for final approval. Recommendations will be sent out by the UA’s upon direction of the underwriter. Follow up on recommendations as appropriate. The underwriter will direct to the UA if a DNOC will be sent if the recommendations are not complied with by the retailer.


Assisting: the underwriter with tasks such as obtaining information, training the UA’s for quoting and marketing renewals where appropriate. Will also need to know how to issue policies and binders when needed and will issue automated policies and endorsements where applicable


Marketing: assist on joint calls with other departments to our retailer brokers and make calls independently when appropriate. Other marketing functions will include retailer broker & company calls or invitations to join them on events as directed or needed. Assisting with marketing flyers and obtaining market information as needed for our contract carriers.


Above all, ensure that the policy delivered to client is what was promised by Brown & Riding.


Develop and maintain strong market and client relationships.


Specific Duties

· Maintain customer relations to the highest level possible.

· Develop and maintain relationships with customers and/or insurance companies.

· Visit customers and carriers to establish and enhance company presence.

· Work as a team to meet short-term department goals and long-term corporate goals.

· Learn and increase system skills to improve efficiency.

· Suggest changes to production-related procedures.

· Obtain and maintain insurance licenses in all jurisdictions where appropriate.

· Maintain continuing education requirements.

· Identify opportunities to leverage synergies with customers and insurance companies.

· Keep apprised of new developments in the industry.

· Maintain knowledge of the marketplace.

· Attend industry conventions and meetings.

· Network with industry professionals.

· Prepare and present seminars or sales presentations.

· Instruct training and/or continuing education classes.

· Coordinate with customers to obtain and/or provide claim information related to existing business.

· Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required.

· Determine appropriate markets for new and renewal submissions.

· Negotiate with underwriters.

· Analyze and compare insurance forms against account exposures.

· Prepare matrices for the department to compare coverages from difference carriers.

· Create policy review presentations.

· Analyze quotes received to determine recommended insurance program.

· Explain policies and/or coverage issues to retail customers and negotiate modifications with underwriters.

· Request binders from carriers.

· Review and sign policies and affidavits when appropriate.

· Compare binder requests from retail customers against coverage quotations for accuracy.

· Review requests to bind before sending to insurance carrier.

· Check policies against binders and/or quotes to ensure accuracy.

· Review and analyze policies and endorsements for accuracy.

· Call customers to follow up on outstanding receivables.

· Other duties as assigned


Education, Experience and Skills Required:

1. Licensed – Property & Casualty

2. 2-5 years insurance experience

3. Strong preference for commercial property and casualty & surplus line experience

4. Exceptional organization, follow-up, communication, management, leadership and interpersonal skills

5. Possess an intuitive and proactive approach to business problems and solutions

6. Exhibit good listening skills and a willingness to help and support others

7. Advanced skill level in PC software (Word, Excel and other software, as required)

8. Ability to be flexible in work schedule as needed

9. Utilizes reasoning ability to define problems, collect data, establish facts and draw conclusions


Work Environment

1. Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.

2. Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.

3. Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute.

4. Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.

  • Brown & Riding | Underwriting Assistant - Wholesale Insurance Brokerage

    1 week ago

    houston, United States Brown & Riding Full time

    Position Summary:Manage assigned accounts written within Underwriting & Select Accounts. Assisting with the Underwriting and processing of new and renewal business written within the scope of the Underwriting Department. Job duties include servicing active and expired policy files, and developing and fostering profitable relationships with clients, internal...

  • Associate Underwriter

    1 week ago

    Houston, United States Brown & Riding Full time

    Position Summary:Manage assigned accounts Assist with the Underwriting and processing of new and renewal business written within the scope of the Underwriting Department. Job duties include servicing active and expired policy files, and developing and fostering profitable relationships with clients, internal and external, in accordance with established Brown...

  • Senior Wholesale Insurance Broker

    4 weeks ago

    Houston, Texas, United States Hobson Associates Full time

    Hobson Associates is a leading wholesale brokerage firm specializing in hard-to-place commercial clients within the excess and surplus lines and specialty admitted marketplace.Our team of experienced brokers is renowned for their expertise and resources, making them the go-to choice in the industry. If you're a sales professional with a strategic mindset and...

  • Insurance Underwriter Professional

    4 weeks ago

    Houston, Texas, United States CRC Insurance Services Full time

    As an Insurance Underwriter Professional at CRC Insurance Services, you will play a critical role in identifying, soliciting, and arranging appropriate insurance coverage for clients. Your responsibilities will include underwriting new and renewal business, ensuring adherence to binding authority carrier guidelines, approving policy changes, managing...

  • Inside Underwriter

    2 months ago

    Houston, United States CRC Insurance Services Full time

    Supports a team by identifying, soliciting, and arranging appropriate insurance coverage for clients by accessing binding authority and brokerage markets. Responsibilities include but not limited to underwriting new and renewal business, ensuring adherence to binding authority carrier guidelines, approving policy changes, maintaining workload, solving...

  • Inside Underwriter

    2 months ago

    houston, United States CRC Insurance Services Full time

    Supports a team by identifying, soliciting, and arranging appropriate insurance coverage for clients by accessing binding authority and brokerage markets. Responsibilities include but not limited to underwriting new and renewal business, ensuring adherence to binding authority carrier guidelines, approving policy changes, maintaining workload, solving...

  • Insurance Brokerage Representative

    1 day ago

    Houston, Texas, United States Novatae Risk Group Full time

    OverviewNovatae Risk Group is a leading national wholesale/brokerage firm specializing in hard-to-place commercial insurance coverages. We are seeking experienced and skilled professionals to join our team as Worker's Compensation Brokers. Our ideal candidates will have a proven track record of success in the comp markets, with a strong understanding of...

  • Wholesale Broker

    2 weeks ago

    Houston, Texas, United States Hobson Associates Full time

    Hobson Associates seeks an experienced Commercial Lines Wholesale Broker to join their team. As a key player in the company, you will be responsible for managing a portfolio of commercial clients, developing and maintaining relationships with key stakeholders, and collaborating with underwriters to negotiate coverage and pricing.About the Role:This is a...

  • Senior Commercial Lines Insurance Specialist

    4 weeks ago

    Houston, Texas, United States Hobson Associates Full time

    At Hobson Associates, a leading wholesale brokerage firm, we're seeking an experienced Senior Commercial Lines Insurance Specialist to join our team. As a highly skilled professional with expertise in excess and surplus lines and specialty admitted marketplaces, you'll have the opportunity to leverage your sales acumen and relationship-building skills to...

  • Associate Underwriter

    1 month ago

    Houston, United States Great American Insurance Group Full time

    Great American is one of the few carriers with a dedicated Property & Inland Marine Division and, in the industry segments it covers, with expertise second to none. From the underwriters to claims representatives, the focus is strictly on property and inland marine coverages. The team has an average of 19 years of industry experience, and is dedicated to...

  • Inside Underwriter

    6 months ago

    Houston, United States CRC Group Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Manage the underwriting process ensuring adherence to carrier underwriting guidelines and CRC policies and procedures....

  • Great American Insurance Group | Associate Underwriter | houston, tx

    1 month ago

    houston, United States Great American Insurance Group Full time

    Great American is one of the few carriers with a dedicated Property & Inland Marine Division and, in the industry segments it covers, with expertise second to none. From the underwriters to claims representatives, the focus is strictly on property and inland marine coverages. The team has an average of 19 years of industry experience, and is dedicated to...

  • Hobson Associates | Commercial Lines Broker/Producer | houston, tx

    1 month ago

    houston, United States Hobson Associates Full time

    Join a leading wholesale brokerage firm that specializes in serving hard-to-place commercial clients within the excess and surplus lines and specialty admitted marketplace. Their team of brokers is renowned for their expertise and resources, making them the go-to choice in the industry. If you're a go-getter with a strategic mindset and a knack for...

  • Hobson Associates | Commercial Lines Broker/Producer | houston, tx

    1 month ago

    houston, United States Hobson Associates Full time

    Join a leading wholesale brokerage firm that specializes in serving hard-to-place commercial clients within the excess and surplus lines and specialty admitted marketplace. Their team of brokers is renowned for their expertise and resources, making them the go-to choice in the industry. If you're a go-getter with a strategic mindset and a knack for...

  • Senior Casualty Underwriting Manager

    3 weeks ago

    Houston, Texas, United States Berkshire Hathaway Specialty Insurance Full time

    Job OpportunityAt Berkshire Hathaway Specialty Insurance, we are seeking a skilled Casualty Underwriter to join our team. This exciting role offers the opportunity to develop and grow our casualty book of business in the Central territory.Responsibilities:Develop and expand new business opportunities through production and marketing calls with brokers and...

  • Assistant Underwriter

    1 month ago

    Houston, United States RB Jones Full time

    We are seeking a dedicated and focused underwriting assistant to work closely with our underwriting experts to deliver high quality service to our clients. This role supports our Marine & Energy Underwriting team based out of New York and New Jersey offices. The Ideal CandidateYou’re organized and a master multi-tasker. You pay attention to details and can...

  • Cannabis Underwriter

    2 weeks ago

    Houston, United States RB Jones Full time

    Responsibilities:Maintain and grow a book of Cannabis business as part of the RB Jones Life Sciences team.Manage Cannabis renewals portfolio.Develop distribution strategy with Kaufman Group agency partners and continue to develop retail & wholesaler broker relationships.Prequalify accounts and utilize underwriting acumen to select sound excess energy...

  • Cannabis Underwriter

    1 month ago

    Houston, United States RB Jones Full time

    Responsibilities:Maintain and grow a book of Cannabis business as part of the RB Jones Life Sciences team.Manage Cannabis renewals portfolio.Develop distribution strategy with Kaufman Group agency partners and continue to develop retail & wholesaler broker relationships.Prequalify accounts and utilize underwriting acumen to select sound excess energy...

  • Commercial Lines Broker/Producer

    1 month ago

    Houston, United States Hobson Associates Full time

    Join a leading wholesale brokerage firm that specializes in serving hard-to-place commercial clients within the excess and surplus lines and specialty admitted marketplace. Their team of brokers is renowned for their expertise and resources, making them the go-to choice in the industry. If you're a go-getter with a strategic mindset and a knack for...

  • Insurance Sales Professional

    10 hours ago

    Houston, Texas, United States CRC Insurance Services, Inc. Full time

    **Job Description**This Account Executive role involves working closely with Brokers, Underwriters, and Team Leaders to provide support and guidance on policy and account management. The ideal candidate will have three years of wholesale insurance experience or its equivalent and be able to demonstrate proficiency in basic computer applications, such as...