Personal Lines Placer/Underwriter
SUMMARY
Provide marketing and placing services for high-valued and specialty market risks and serves as a virtual member of RAIS training and help desk teams in providing personal lines assistance and services to Renaissance Alliance member agencies and staff (knowledge, etc. should be included in competencies section).
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned
Reviews all submissions for completeness and compatibility with available markets
Selects appropriate potential markets based upon carriers’ underwriting guidelines and carrier appetites.
Identifies and obtains all additional underwriting information to satisfy carrier submission requirements and secure quotes in within established quotation target dates
Effectively negotiate premiums, analyzes risks, communicates and collaborates with RAIS agents and carrier underwriters to provide all information required to produce timely and competitive proposals
Receives orders, binds coverage, and expeditiously orders policies, to insure all binding and policy issuance requirements are met within acceptable time frames.
Routinely maintains customer and submission tracking electronic data files to insure their accuracy and reliability at all times
Responsibilities/Goals
Provide agent’s producers with a competitive edge in the marketplace by providing product, and industry expertise and support within the established target dates.
Follow-up with agents to obtain information needed to ensure the proper placement of coverage in the time frame available.
Deliver the best possible pricing and coverage for each submission in the most appropriate market and timeframe.
Establish relationships with agent contacts to promote confidence in RAIS marketing strategy, and reinforce our commitment to excellence in customer service.
Work with team members to mentor, coach and promote aggressive but appropriate marketing tactics.
Produce daily and weekly status reports to efficiently work with each underwriter to meet target dates consistently.
Supervisory Responsibilities - This job has no supervisory responsibilities.
Competency - To perform the job successfully, an individual should demonstrate the following competencies. Agency Management system and related software (AMS 360 a plus). Must have solid prior knowledge of MS Office (Excel, Word, and Outlook), effective time management skills, and the ability to multi-task in a fast paced environment. Should have in depth knowledge of Personal Lines Insurance.
Problem Solving - Identifies problems in a timely manner; Gathers and analyzes information skillfully; assists to develop alternative solutions; Works well in group situations.
Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve response to requests for service and assistance in a timely manner.
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Adaptability - Adapts to changes in the work environment; Changes approach or method to best fit the situation.
Qualifications - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience - Bachelor's degree (B. A.) from four-year college or university; or one to two years’ related experience and/or training; or equivalent combination of education and experience.
Language Skills - Ability to read, analyze, and interpret insurance coverage forms and applications and underwriting manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Reasoning Ability - Ability to define problems collects data, establish facts, and draw valid conclusions. Ability to work within and follow defined authority guidelines and complies with various carriers’ restrictions. Ability to manage time and workload needs.
Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work environment is typical to an office environment.
Should you be interested in this wonderful opportunity, please forward your resume directly to
kathleen.sullivan@renaissanceins.com