Underwriting Consultant, Allied Health – Large and Complex
CNA Insurance
Underwriting Trainee
Ryan Specialty
full-time
Posted on:
Location: California • 🇺🇸 United States
Visit company websiteSalary
💰 $68,200 - $75,000 per year
Job Level
Entry Level
About the role
- Review credit information to determine additional required documents for processing.
- Respond to agent inquiries, risk eligibility, and underwriting policies.
- Process and issue mid-term premium and endorsement transactions.
- Support Primary Lead Processing and perform administrative tasks.
- Collaborate with other managers on integrated strategies and system development.
- Conduct field research on prospective investments.
- Analyze customer operations and finances for creditworthiness.
- Participate in transaction due diligence and credit approval.
- Ensure accurate collection of customer financial information.
- Possess a good understanding of underwriting procedures and concepts.
Requirements
- Bachelor''s degree in Risk Management or Business is preferred. Any other related discipline or commensurate work experience considered.
- 6 months to a year of related experience.
- Licenses & Certifications: Chartered Property Casualty Underwriter (CPCU), Associate in Commerical Underwriting (AU), Associate in Personal Insurance (API) or Associate in Insurance Services (AIS) is preferred.
