Insurance Underwriter

• 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.

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

• 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.

Popular