Current jobs related to Underwriting Associate - Southfield - Rose International

Manager's note: Only local candidates and will Work Remote

The Senior Customer Service Representative/Underwriting Associate (SCSR) serves as the primary contact for our insurance agency clients and handles the placing of bond, crime, windstorm, flood, cyber and other insurance coverages in the standard insurance marketplace.

The SCSR 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.

ESSENTIAL JOB RESPONSIBILITIES:

Insurance Agency

Places miscellaneous ancillary lines policies (Bonds, Crime, Windstorm, Flood, Cyber Coverage, Pollution Liability, etc.) for Pools and stand-alone accounts

Reviews/completes applications and submits to appropriate markets

Processes policy change requests

Maintains/Follow-ups on outstanding items needed from clients or insurance carriers

Provides premium quotations to clients for new and renewal policies

Creates and sends proposals

Invoices all policies and endorsements

Processes company and customer inquiries and incoming correspondence

Reviews expirations and prepares policy renewal notices

Processes preliminary claims notices between Insurance carriers and clients

Maintains all work in AMS 360

Files Surplus Lines taxes and Stamping Office fees and maintains the appropriate files and logs for annual tax filings

Client Pooling

Serves as the primary contact for self-insured pool member clients day-to-day customer service and basic underwriting needs

Maintains current underwriting exposures in Pool underwriting system(s) for all clients (e.g., amendments adding vehicles, property, etc.)

E-mails and/or prints, assembles and mails member policies

Issue verification of coverage (certificates) for all lines of coverage

Coordinates and conducts contribution audits for self-insured pool clients

Coordinates, collects, and processes self-insured pool member renewal updates including exposures, financial statements, warranties, MCP election forms, poor driver forms, etc.

Processes DWC notices for self-insured pool member clients

Enters property & auto schedule exposures into systems to facilitate individual pool proposals

New member account set-up in underwriting and AMS systems

Co-manages team e-mail accounts

Processes daily and annual MVR’s

Reconciles and processes monthly invoices and quarterly billings from vendor for MVR’s

General

Documents/inputs all phone calls, e-mails, correspondence and any other documents into AMS within 1 business day of receipt/making/sending or as otherwise agreed to in procedures

Performs other duties as assigned

QUALIFICATIONS:

EDUCATION:

High School Education or Equivalent, with some college preferred

EXPERIENCE:

9+ years insurance experience preferred

Prior experience in an agency environment preferred (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

LICENSES

Hold a General P/C agent license or obtain within 6

SKILLS/ABILITIES

Strong customer service, organizational and prioritization skills

Ability to multi-task and change direction/focus quickly

Highly organized and attentive to detail.

Proficient with contact management/underwriting/agency systems, preferred

Ability to type a minimum of 40 words per minute and 10-key by touch

Ability to work independently and within a team environment

Alpha/numeric filing skills

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations; ability to write reports, business correspondence, and procedure manuals; ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume; ability to apply concepts of basic algebra and geometry

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; ability to interpret a variety of instructions furnished in written, oral, diagram, or scheduled form

Ability to lift up to 25 pounds

Must have close vision (clear vision at 20 inches or less)

Pleasant demeanor and comfortable interacting with co-workers and clients at all levels, including senior executives and external clients.

Strong problem solving skills; resolves issues in a timely manner.

Demonstrates dependability by consistently arriving at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance.

Critical Behaviors

Demonstrated self-management with a focus on meeting and/or exceeding goals through measurable results

Effectively creates and follows-through with a plan or task without prompting direction from others

Exhibits a willingness and ability to provide accurate, timely and cost effective services to external and internal customers through empathetic communication and commitment to the company mission

Continuously participates in the development of an effective team environment that expands the potential and productivity of the organization

Demonstrates knowledge of the techniques, processes, equipment and skills required to do the job, which allows for effective contribution to the organization

Thoughtfully reviews processes and structures for opportunities to improve service delivery

Reliably completes work on time; adheres to team attendance policies

Demonstrates effective self-management with a focus on achieving results through building relationships, recognizing opportunities, preventing crises and adapting plans to meet the company’s mission values and goals

Employs flexibility to adjust approach/actions to meet changing needs and deal with different people. Deals effectively with competing demands and pressures

Demonstrates the ability to select and implement appropriate options/actions to achieve objectives

Demonstrates the ability to adhere to Client’s core values to exemplify appropriate principals and morals

Effectively chooses to operate in a manner that demonstrates and reinforces the underlying philosophy of the Client Corporate Culture to both our internal and external clients

KNOWLEDGE:

Intermediate-level knowledge of Microsoft Office Word

Intermediate-level knowledge of Microsoft Excel

Requirements:

Manager''s note:

only local candidates

Work location: Remote

Experience: experience with O365, detail oriented

We really prefer someone with property / casualty underwriting experience versus mortgage underwriting.

'We are seeking someone with a commercial insurance underwriting background vs a financial / loan / mortgage underwriter or all claims experience.'

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**

Benefits:

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).

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