Underwriting Consultant, Allied Health – Large and Complex
CNA Insurance
Underwriting Associate
EMC Insurance Companies
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $23 - $35 per hour
Job Level
JuniorMid-Level
About the role
- Prepares and approves renewals within authority limits, focusing on long-term profitability, retention, and pricing goals
- Reviews account details (coverage, claims history, updates) and assesses risk profiles for renewal eligibility
- Prepares information for accounts outside authority limits for underwriter review
- Communicates with agents and collaborates with underwriters to manage the agency book of business effectively
- Ensures proper file documentation
- Builds and maintains strong relationships with agents through regular interactions (meetings, calls, written communication)
- Provides excellent customer service to promote renewal retention
- Addresses agents' concerns and resolves issues collaboratively with internal teams
- Reviews, underwrites, and approves endorsements within authority limits
- Provides endorsement quotes and evaluates associated risks (policy coverage, loss history, claims data)
- Determines if additional information is needed for accurate decisions
- Handles reinstatements, cancellations, and policy billing inquiries
- Assists with tasks like ordering reports, reviewing drivers, and completing monthly projects
- Collaborates with underwriters and territory management teams to understand risk appetite and utilize resources effectively
Requirements
- Associate degree or equivalent relevant experience
- One year of insurance industry experience or related experience
- Bachelor’s degree may be considered in lieu of the insurance industry experience requirement
- Attention to detail and accurate data entry skills
- Good personal computer skills with proficiency in Microsoft products
- General knowledge of insurance terminology
- Good problem-solving and decision-making skills
- Excellent customer service and communication skills
- Strong organizational and time management skills
- Strong negotiation skills
- Ability to work in a team setting as well as independently
- Occasional travel; a valid driver’s license with an acceptable motor vehicle report per company standards required if driving
