Job Title: Underwriter FLSA Status: Exempt Department: Personal Lines – Marine & Recreation Reports To: Marine & Rec Manager Position Overview: This position reviews, analyzes, and inspects insurance contracts. They also collect competitive data and analyze our program’s place within the market. They will perform agency visits to solicit feedback on our service standards, our competition, and to build a professional relationship with our agents. Job Responsibilities: Achieve mutually agreed upon sales goals Comprehend and maintain underwriting manuals for all companies represented Travels to both agencies & company conventions Comfortable discussing team goals and actively participating in achieving these goals Maintain minimum company education requirements Adhere to company-wide minimum service standards Knowledge of the independent agency system and economics - assess the capacity of market, territory and individual agencies to identify and act on growth opportunities. Develop and maintain effective relationships with business partners.
Transcript
Job Title: Underwriter FLSA Status: Exempt
Department: Personal Lines – Marine & Recreation Reports To: Marine & Rec Manager
Position Overview: This position reviews, analyzes, and inspects insurance contracts. They
also collect competitive data and analyze our program’s place within the market. They will perform agency visits to solicit feedback on our service standards, our competition, and to build a professional relationship with our agents.
Job Responsibilities: Achieve mutually agreed upon sales goals Comprehend and maintain underwriting manuals for all companies
represented Travels to both agencies & company conventions Comfortable discussing team goals and actively participating in achieving
these goals Maintain minimum company education requirements Adhere to company-wide minimum service standards Knowledge of the independent agency system and economics - assess
the capacity of market, territory and individual agencies to identify and act on growth opportunities.
Develop and maintain effective relationships with business partners. Demonstrate accountability for the assigned territory by being innovative
and identifying and implementing opportunities for improvement in results. Must be innovative and creative Pursue education to enhance industry knowledge Performs other duties and responsibilities as required
Education and Work Experience: 2 years experience in P&C Underwriting or related field preferred and RMI
Degree, CISR, AIS, or CPIW designation preferred
Knowledge Skills & Abilities: Strong customer service skills Ability to maintain confidentiality
Capacity to analyze information and general math skills Knowledge of all applicable rating systems, underwriting and rate/rule
manuals Proficiency in online reference manuals Knowledge of underwriting principles and policy forms Ability to recognize exposure to loss Ability to multi-task, prioritize, make quick decisions and be flexible in a
fast paced environment Computer experience a must, MS Word & Excel experience required Exceptional interpersonal skills Ability to clearly and effectively present (both written and verbal) to
external business partners, management and internal business partners. Exhibits a professional appearance when representing the organization
during agency visits or business meetings. Knowledge of Personal Lines Products - ability to differentiate J&J
products/services from competitors. Strong negotiation skills.
Typical Physical Demands: Requires the ability to sit or stand for long periods of time, occasional
stooping, and reaching; May require lifting up to 25 pounds; requires normal range of vision and hearing with or without accommodations.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
