Senior Underwriting Associate
2 weeks ago
The Senior Customer Service Representative/Underwriting Associate serves as the primary contact for our insurance agency clients, handling the placement of bond, crime, windstorm, flood, cyber, and other insurance coverages in the standard insurance marketplace.
This role also serves as the primary contact person for self-insured property/casualty and workers' compensation pool clients, handling their day-to-day customer service and basic underwriting needs.
The ideal candidate will have 9+ years of insurance experience, with a strong background in commercial property/casualty customer service and underwriting.
Responsibilities include:
- Placing miscellaneous ancillary lines policies for pools and stand-alone accounts
- Reviewing and completing applications and submitting to appropriate markets
- Processing policy change requests and maintaining outstanding items needed from clients or insurance carriers
- Providing premium quotations to clients for new and renewal policies
- Creating and sending proposals, invoices, and policy renewal notices
- Processing preliminary claims notices between insurance carriers and clients
- Maintaining all work in AMS 360 and filing surplus lines taxes and stamping office fees
- Coordinating and conducting contribution audits for self-insured pool clients
- Entering property and auto schedule exposures into systems to facilitate individual pool proposals
- Setting up new member accounts in underwriting and AMS systems
- Co-managing team email accounts and processing daily and annual MVRs
- Reconciling and processing monthly invoices and quarterly billings from vendors for MVRs
- Documenting and inputting all phone calls, emails, correspondence, and other documents into AMS within 1 business day of receipt/making/sending
Qualifications:
High school education or equivalent, with some college preferred
9+ years of insurance experience, with a strong background in commercial property/casualty customer service and underwriting
Prior experience in an agency environment, with utilization of an agency system preferred
Minimum 5 years of commercial property/casualty customer service representative experience, preferably including workers' compensation, liability, and property within the standard market and public entity arena
Hold a General P/C agent license or obtain within 6 months
Work Environment:
As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or expression, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.
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