Team Leader, Endorsement Core
1 month ago
Major Duties/Responsibilities of the Job:
People Management:
- Direct accountability for the hiring, training and performance management of the Endorsement team.
- Manage and drive productivity throughout the team while holding the underwriters accountable to specific metrics
- 7 – 10 employees
- May assist with Training and Development ( UW specialization)
Underwriting Management:
- Manage and delegate Underwriting Authority
- Field and approve referrals for teams based on established authority. Responsible for elevating items outside of authority to designated referral outlets including TUMs and Home Office
- Maintain up to date knowledge and understanding on all applicable underwriting and corporate strategies and ensure compliance among the team
- Work with Field and Center leadership to develop relationships with brokers/agents in assigned territories and to establish best practices
- Regular cadence of underwriting audit to ensure quality of underwriting in compliance with corporate requirements.
Process Management:
- Monitor, manage and oversee workload capacity of each team member and adjust as appropriate.
- Ensure adherence to SLAs and service standards from an underwriting perspective.
- Collaborate with the processing centers to ensure service delivery and quality policy issuance for policies written in the UWC.
- Monthly communication of business unit results to leadership team
- Monitor team organizational skills and production output to create capacity within departments.
- Adhere to all workflows and procedures in compliance with corporate and branch strategies.
- Support processing center to ensure timely processing of transactions to ensure throughput results are within UWC and corporate guidelines.
- Ensure quality results are consistent with corporate standards by addressing and training in areas of concerns brought forth from CI audit scores, random self checks, and other audits.
Financial Management:
- Achieve key endorsement metrics including SLAs, quality and productivity.
- Support CI overall growth and retention goals by underwriting endorsements in line with Chubb customer service standards and Chubb underwriting profitability standards.
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