Insurance Underwriter

General Description

Complete the subscription process of insurance policies in accordance with the applicable laws, regulations, guidelines, and manuals.

ESSENTIAL DUTIES AND RESPONSIBILITIES: (Other duties may be assigned)

• Marketing oft insurance lines risk exposure and support Insurance Agents in achieving sales budget and promotes selling of insurance coverages.
• Process endorsements and renewals according to the unit service level.
• Analyze requests, appraisals and customer needs to identify the best product for the client.
• Manage notices of non-renewal or cancellations from insurers and identify alternatives for risk placement.
• Provide at least two insurance alternatives to prospective clients following the subscription guidelines of each insurer or as established in the ISO manual.
• Maintain customer information and placing negotiations update in the Agency’s system.
• Communicate with Insurance Agents in the renewal process to obtain instructions regarding policy renewal.
• Provide support to Insurance Agents and explain the features and merits of policies and coverages quote.
• Assist the claims unit during the claim process.

Education

Experience

Five (5) or more years of experience in the placement and subscription of property, auto and liability insurances.

Licenses

The following certifications and/or licenses are preferred:

• P&C (Miscellaneous) Insurance License or  
• Certified Insurance Counselor (CIC) or Certified Insurance Service Representative (CISR) designation

Other Qualifications

• Strong communication, analytical and negotiations skills
• Writing and verbal communication skills; in both Spanish and English
• Knowledge in Microsoft Office 365, Outlook, Word, and Excel
• Ability to identify and resolve situations.
• Able to multi-task, prioritize and organize work with attention to detail in a deadline-oriented environment.