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The Audit Intern is responsible for administrative functions within the audit department and will gain knowledge of the premium audit function at a workers’ compensation insurance carrier. The Audit Intern will assist the audit department by performing the following duties: providing customer service support, processing incoming/outgoing mail, billing final audits per entry guidelines, assisting in-house and independent auditors as needed, reviewing and entering audit invoices, running reports to ensure proper field audit assignments and other general duties as assigned and deemed necessary.
RESPONSIBILITIES:
- Handle customer service inquiries via phone and/or e-mail.
- Process incoming/outgoing
- Bill final audits per entry guidelines.
- Obtain audit statuses and assist in-house and independent auditors when
- Review and enter audit invoices for payment.
- Run and analyze reports to ensure all subject policies are field
- Assist audit analysts by providing administrative
KEY ACCOUNTABILITIES: MEASUREMENT:
Accuracy The accuracy of reports and analysis
Timeliness Meeting all established deadlines
Team Player Willingness to assist others when needed
Reliability Consistent attendance and meets deadlines
Commitment Adherence and commitment to Audit goals
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Berkley One, a W. R. Berkley company, is hiring a Financial/Accountant Analyst. We are seeking candidates for either our Stamford, CT or New York City location. The ideal candidate will have strong experience in financial planning, analysis, andaccounting in the P&C insurance industry.
Berkley One exists to insure and protect the lifestyles of a modern generation of affluence. We seek clients that are sophisticated individuals and families who require world-class risk and claims management customized to their needs, a team of select expert independent agents and innovative digital tools to keep it simple and easy. We’ll blend our partners, products and capabilities with all that is Berkley, generating a modern solution for the customers we serve.
About the job
Our culture is one of innovation, creativity and teamwork. Our team is highly motivated, passionate about our business, and deeply experienced in developing and delivering product and service solutions in the personal insurance marketplace.
This position will be responsible for partnering with the Berkley One Controller and President to establish and maintain all core financial management practices within the business with a focus on developing and maintaining core processes related to financial reporting, financial analysis, strategic planning, and decision support. In addition, this role will play a key part in monitoring the overall business and providing insight to ensure overall financial objectives are achieved.
Our culture is one of innovation, creativity and teamwork. Our team is highly motivated, passionate about our business, and deeply experienced in developing and delivering product and service solutions in the personal insurance marketplace.
This position will be responsible for partnering with the Berkley One Controller and President to establish and maintain all core financial management practices within the business with a focus on developing and maintaining core processes related to financial reporting, financial analysis, strategic planning, and decision support. In addition, this role will play a key part in monitoring the overall business and providing insight to ensure overall financial objectives are achieved.
What you will do
- Create and maintain:
- reporting and analysis used to support the financial close processes and evaluate results of the business
- planning models that will be leveraged in both short-term and long-term financial and strategic planning
- overall monitoring processes of the business, ensuring all reporting and analysis needs are completed in a timely manner and leveraged by leadership to monitor results and outlook
- workflows and processes needed to build out a comprehensive financial management system, including providing support during testing of financial data and establishing ongoing repeatable processes to ensure accuracy of financial reports
- tools to streamline all processes related to reporting, accounting and expense management
- Collaborate across the organization providing financial analysis and modeling to support various business decisions
- Investigate potential financial reporting issues, create reconciliations and ensure execution of corrective actions
- Leverage all corporate finance tools and capabilities to ensure all reporting requirements are met
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ESSENTIAL FUNCTIONS
The Client Success Advisor will provide superior customer service to our clients for their Property and Casualty insurance needs. The Client Success Advisor will be a team player. As Intrepid Direct Insurance grows, it is important that all employees work together to achieve our goals.
- Become an insurance expert in Intrepid Direct’s customer risk types
- Work directly with insureds and prospects to provide quotes, and ongoing daily service
- Partners with Underwriting department to assist in risk selection
- Provide outstanding customer service with each customer contact point
- Commitment to sustaining our high renewal retention rate
- Work with urgency to complete customer requests
- Document all interaction with customers and prospects in our management system for record keeping
- Assist underwriting, sales and IT to improve the customer experience
- Answer incoming customers calls, request for certificates, endorsements, and quotes
- Follow up with prospects to convert them to customers
WORK REQUIREMENTS
- Assumes other tasks and duties as assigned by management
- Participates in organizational meetings on a regular basis
- Attends professional and/or continuing educational seminars and classes
WORKING RELATIONSHIPS & CONTACTS
- Interacts continuously with all levels of employees of various departments
- Must exhibit professional behavior at all times while representing the company
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Executive Administrative Assistant, under the direction of a senior leadership team, will perform a variety of administrative duties. In addition, this role will support the Must have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative and organizational skills. Must have the ability to work under pressure at times to handle a wide variety of activities and confidential matters with discretion.
- Completes a broad variety of administrative tasks including managing an active calendar of appointments; composing and preparing correspondence; arranging detailed domestic and international travel plans, itineraries and agendas; and compiling documents for meetings.
- Plans and coordinates the manager’s schedule and ensures that all related materials, briefings, remarks, etc. are received in a timely fashion and in order.
- Answer incoming telephone calls in an exceptional, positive, clear manner.
- Communicates with internal and external audiences. Provides a bridge for smooth communication between the office and internal departments, demonstrating leadership to maintain credibility, trust and support of senior management.
- Draft acknowledgement letters, correspondence and other tasks that facilitates the manager’s ability to lead effectively.
- Prioritize conflicting needs; handles matters expeditiously, proactively, and follows through on projects to successful completion, often with deadline pressure.
- Responsible for the management and reconciliation of expenses.
- Professionally greets and directs visitors.
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W.R. Berkley Corporation is looking for dynamic candidates for their Financial Auditor opportunity in Greenwich, CT.The ideal candidate will have knowledge of internal controls over financial reporting, property and casualty GAAP and Statutory accounting principles, and claims and underwriting operations.
Travel Required: Requires overnight travel (approximately 30%) to Operating Unit locations. Travel is mostly within the United States with some international travel. The US trips are usually 1 or 2 week trips; international could be longer.
About this role
Perform components of financial audits of the W. R. Berkley Corporation’s (WRBC) Shared Services and Operating Units. Financial audits include GAAP financial statement audits, statutory requirements, and internal control processes.
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Job Summary
Manage an assigned underwriting territory to achieve profitable growth, including underwriting new business, renewals, endorsements and other transactions. Identify new business opportunities and manage agency relationships.
Roles and Responsibilities
- Develop relationships and educate agents within agency plant to maximize opportunities and achieve profitable growth.
- Initiate outbound calls to agencies to identify sales opportunities and collect agent intelligence.
- Achieve new business premium, renewal premium retention and rate change objectives.
- Within company guidelines and granted underwriting authority, evaluate new and renewal account information to determine risk acceptability, terms / conditions to be quoted, and pricing.
- Make sound risk and pricing decisions that achieve profitable loss ratios.
- Maintain underwriting quality score of 90% or greater. Document underwriting file to support acceptability and pricing in accordance with company guidelines.
- Achieve customer service standards, including established objectives for:
o New business quote turnaround
o Renewal quotes
o Endorsement, cancellation, audits and other transactions
o Policy issuance
- Provide detailed issuance instructions to ensure policy is delivered consistent with quoted terms and conditions and in accordance with established guidelines relative to policy construction.
- Review mid-term endorsement requests for acceptability and provide instructions for processing.
- Evaluate premium audit referrals to determine class acceptability and/or appropriateness of current exposure base. Adjust current term with acceptable changes to ensure company gets timely payment of adequate premium.
- Order and review inspections to confirm accounts written are consistent with preliminary underwriting information and takes action when the inspection reveals unacceptable risk characteristics.
- Determine if facultative reinsurance is needed and if so, factor reinsurance cost in gross pricing, complete cession procedures; documentation file, and follow established workflow procedure to ensure proper reporting / accounting.
- Utilize various underwriting tools to:
o Determine acceptable risk characteristics
o Determine accurate exposure classifications
o Set adequate property limits to accomplish appropriate insurance to value
- Rate and quote business to agents
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Become a part of Acadia’s New York Branch! We are currently seeking a production focused Underwriter to grow and build Acadia’s Middle Market commercial book of business in New York. As an Underwriter, your responsibilities will include executing Acadia’s underwriting strategies, traveling throughout the New York territory to attain new business and develop long-term and profitable agency relationships.
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Contribute to company service and profit objectives by supervising the technical and clerical staff that provides policy services support (rating, policy preparation/issuance, data processing and associated clerical functions) for the Company’s Commercial Lines underwriting business units. Provide administrative and technical support to Branch and Home Office staff to ensure effective usage of the corporate imaging workflow system, as well as participate in ongoing application and workflow development.
Essential Duties and Responsibilities:
- Manage the daily workflow within the department ensuring that the Company’s established service standards are met. Establish productivity and quality guidelines for the technical and clerical staff and monitor on a regular basis.
- Supervision of Technical and Clerical staff, to include but not limited to: Performance Reviews; Goal Setting; Salary Recommendations; Employee Development/Training.
- Develop and document procedures pertinent to the workflow and technical aspects within the department and those that interface with the Underwriting functions.
- Manage Lotus Notes Help Desk for questions/problems associated with Image application, Rating, Workflow and Procedures. Use independent judgment and decision making skills to analyze, resolve or make recommendations for solutions.
- Monitor designated Image system queues for system/user problems, resolve and/or report to the appropriate resource.
- Assist in developing and researching proposed enhancements to the image system, test new releases, prepare user documentation and assist in ongoing training.
- Interface with Information Services, Home Office/Branch Underwriting and Actuarial/Regulatory staff regarding workflow, rating and system problems or changes.
Other Duties:
- Assist in the budgeting and planning process.
- Provide variety of management reports, i.e. Production, Quality, and Service.
- Participate in Company and Corporate meetings as needed (i.e. Underwriting Conference, WRBC Imaging Group).
- Maintains good working relationship with Home Office and Branch Management staff, associates, agents, public and contribute to a cooperative work environment.
Performance Expectations:
This position will be assessed based on achievement of the following elements of performance: Attainment of goals/standards for this position; Dependability (Appropriate use of time and resources, including but not limited to phone use, attendance, promptness, funds or asset use; Customer service/sensitivity (of internal and external customers); Teamwork; Development of Subordinates; Leadership; Management Control; Verbal and Written Communication; Problem Analysis and Judgment.
Other additional elements of performance will impact this position and will be provided by the Manager of this position.
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The candidate will be responsible for the review and risk analysis of various WRBC exposure portfolios, reinsurance structuring, negotiation and successful placement of reinsurance treaties that protect WRBC's portfolio of insurance operations around the globe. In this position the candidate will interact with key decision makers within WRB and work in a consultative and collaborative manner in order to address a variety of risk appetites within the firm and for the organization as a whole.
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Under the direction the SVP, Service Manager, the Life Sciences Renewal underwriter Responsible for the execution of the strategy that enables the long-term profitable retention of all Berkley Life Sciences products for an assigned group of producers. The Service Underwriter will grow and maintain relationships with producers and insureds.
Specific Duties
· Manage assigned book to meet or exceed profitability, rate, retention, and product mix goals.
· Incorporate input from sales underwriters and brokers to support and shape products and strategy
· Build strong relationships with producers to effectively manage and optimize producer performance.
· Responsible for identifying cross sell opportunities and completing the analysis including all pricing and documentation for existing customers.
· Operate with an enterprise mind set to identify cross sell opportunities and create growth with other with other lines of business (International and Management Liability).
· Provide technical support to producers and insureds
· Assist in training of underwriting colleagues on technical underwriting and workflow topics.
· Stay current with all compliance, procedural and workflow changes.
· Work collaboratively and effectively with customer service, legal, home office underwriting and claims
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Under the direction the Field Underwriting Territory Manager the Life Sciences Production Underwriter is responsible for the new business marketing and production, renewal underwriting and service of business for an assigned group of producers.
Specific Duties
· Build strong relationships with brokers to ensure you meet or exceed financial goals including growth, profit, retention, and new business.
· Responsible for account solicitation, risk selection and analysis including the corresponding documentation, pricing and marketing of Berkley Life Sciences products and services for new and existing customers.
· Business development results for assigned territories
· Identify opportunities for account rounding.
· Provide technical support to producers and insureds
· Stay current with all compliance, procedural and workflow changes.
· Work collaboratively and effectively with, underwriting associate, operations, legal, home office underwriting and claims
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W. R. Berkley Corporation is looking for an enthusiastic experienced meeting and event planner to organize and support internal meetings and corporate events from conception to completion. The successful candidate will be responsible to provide outstanding customer service, organize and support memorable corporate events that meet quality expectations in strict time frames.
Duties and Responsibilities:
- Plan, organize and assist in supporting internal meetings ranging in size from 5 – 75.
- Arrange food, transportation and all related details to support successful small to large internal group meetings
- Manage all aspects of the event planning process, including collaboration with subcontractors, venue identification, contract negotiation, equipment and audio visual rentals, menu development, printing and design of all collateral materials and budget tracking.
- Arrange and organize facilities and details such as attendee database, hotel room manifest, décor, catering, entertainment, transportation, location, invitee list, special guests, equipment, and promotional material for customer events ranging in size from 100 – 300 attendees.
- Collaborate with internal departments such as marketing and other members of staff to gain support in executing successful events
- Financial reporting to include tracking of ROI, engagement and client feedback to measure results, assess opportunities to improve and optimize future events
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The Vice President of Business Development is accountable for providing overall direction and leadership for the Company’s Agency and Production source operation. Partners with the Executive team to ensure effective marketing, planning and execution resulting in retention, growth and profitability of business. Leads and influences agencies through creation and execution of sales strategies that drive new sales, profit and retention. Identifies new distribution opportunities and makes agency appointments in line with the strategic direction of the Company. Grows BNP’s presence and relevancy in key agencies that will drive profitable production for the Company.
Essential Duties & Responsibilities
Serves as the primary relationship, sales and business development leader for the Company. Establishes and executes strategies and programs necessary to enhance relationships with agencies which results in the production of profitable business for the Company.
Lead agency planning, budgeting and goal setting for the Company. Work directly with agents to develop annual business plans that maximize our opportunity to achieve desired profitable growth. Lead agency/state reviews that include internal process compliance, results vs goals, profitability, etc. Develop pro-active corrective actions as needed. Oversee all aspects of agency relationship with company. Take an active and participative role in the execution of agency visits.
In support of the Company business plans, expand the distribution network by selecting agencies that meet the business fit and production criteria established by company. Develop an effective distribution vision and plan for the Company to maximize various production sources and their opportunities in support of company profit and production goals. Delivering comprehensive state and regional information including, but not limited to market activity, competitive environment and intelligence, regulatory and compliance matters, economic drivers, and distribution.
Ensures that tools, training and support are in place to positively impact success for the agencies and the Company. Identifies and provides training needs and opportunities where applicable.
With support from the Executive team members, be the lead Officer in developing and executing a sales culture throughout all departments of BNP.
May participate in enterprise projects or initiative, as well as participate in other related duties as assigned by the President.
Supervisory Responsibilities
The incumbent may manage/supervise others based on the needs of the Company. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
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The Commercial Lines Underwriter evaluates acceptability of individual risks and determines terms, conditions and pricing to achieve company profit and growth objectives. Works with agents/brokers to develop productive and profitable relationships and to ensure compliance with company underwriting guidelines.
Essential Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each of the following essential duties and responsibilities satisfactorily. Other duties may be assigned.
- Underwrites new business by reviewing the application for acceptability, requesting additional information, if necessary, and accepting or rejecting risks in conformance with company guidelines.
- Underwrites within authority set forth by Commercial Lines Vice President and within confines of company's reinsurance treaties and corresponds with agency to collect additional information.
- Underwrites renewal business by reviewing insured's file, producing agency's experience, nature and frequency of losses, loss control surveys, motor vehicle reports, and prior carrier loss experience.
- Assists Commercial Lines Vice President in development of new products, pricing, or coverage's needed.
- Develops productive and profitable relationships with agents.
Other Duties:
- Maintains an established loss ratio.
- Meets established production goals and delivers timely service.
- Serves as the staff liaison for the assigned line in disseminating line updates and developing staff.
- Travels within the assigned territory to facilitate customer development and relationship through agency visitation and prospect calls.
- Pursues a program of continuing education by participating in industry sponsored and company sponsored educational courses.
- Assists in training of other personnel as directed.This position will be assessed based on achievement of the following elements of performance: Attainment of goals/standards for this position; Dependability (appropriate use of time and resources, including but not limited to phone use, attendance, promptness, funds or asset use); Customer service/sensitivity (of internal and external customers); Teamwork. Other additional elements of performance will impact this position and will be provided by the supervisor of this position.
Performance Expectations:
This position will be assessed based on achievement of the following elements of performance: Attainment of goals/standards for this position; Dependability (appropriate use of time and resources, including but not limited to phone use, attendance, promptness, funds or asset use); Customer service/sensitivity (of internal and external customers); Teamwork. Other additional elements of performance will impact this position and will be provided by the supervisor of this position.
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We are looking for a dynamic technology leader that will help Admiral expand its brand and reputation and become a significant player in the Technology E&O market through the use of intellectual capital. This involves assembling a successful team and taking over our current book of business to accomlish the following:
· Production and underwriting of new and renewal accounts.
· Compliance with underwriting documentation rules and guidelines.
· Maintains an acceptable underwriting profit.
· Adherence to Admiral underwriting guidelines and referral compliance.
· Development and maintenance of key broker/agent relationships.
· Participates in all internal company training and continuing education.
· Remains current on product releases as it pertains to Professional.
· Responsible for expense management including profitability and loss.
· Responsible for marketing & managing marketing campaign for niche business. including developing marketing plan with UWs to grow book, territory, specific class
· Lead strategic marketing calls to key brokers.
· Manage the underwriting staff including, but not limited to, monitoring procedures within the team and making recommendations as appropriate to the Senior Vice President.
· Complete performance appraisals for the underwriting staff by assessing and evaluating staff performance with the supervision of the Senior Vice President.
· Stay abreast and knowledgeable on market trends in terms of forms, coverage and appetite to maintain competitiveness.
· Acts as lead on product development projects and Research, develop and implement special projects as assigned.
· Participate in the hiring, promotion, salary administration, training, and termination of department personnel.
· Assist staff in the underwriting and pricing of difficult risks on a referral basis, and based on underwriting authorities as established within the department.
· Underwrite and select new/renewal business that will produce an underwriting profit for the company.
· Complete UW Audits per company guidelines.
· Provide staff with summary of reports / key data and give direction on opportunities or areas we need to correct.
Work with Finance, Actuaries, Claims Dept. to gather data to analyze department Assist SVP / CUO as needed
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Ideal candidate will have 8-10 years or more of commercial general liability claims experience, with significant experience in complex coverage and litigated claims. Specific knowledge and expertise in New York Labor law and construction related claims are critical to this role. New York Adjuster License a plus.
Candidates must be capable of working under limited supervision and working with a remote manager. In this role, the claims professional investigates, evaluates, negotiates, and resolves litigated and non-litigated bodily injury, property damage, personal and advertising injury, and claims of high exposure and complexity.
This position is located in Manhattan, New York. Some travel would be required.
Duties and responsibilities:
- Analyze coverage, identify coverage issues, and prepare coverage letters for supervisor approval
- Focus on specialized claims in the area of construction defect
- Investigate and evaluate liability
- Investigate and evaluate damages
- Manage litigation by assigning counsel from the approved panel where applicable, establish litigation plan and budget, coordinate with defense counsel, and continuously review the potential for resolution.
- Establish timely reserves within authority and re-evaluate throughout the life of the claim
- Maintain up-to-date, appropriate file documentation and written file notes
- Maintain an active diary and productive file inventory
- Timely completion of all required large loss reporting
- Negotiate settlements within authority limit granted, and attend mediations, Mandatory Settlement Conferences, and/or Alternative Dispute Resolutions
- Proactively control the work product and expense of outside vendors
- Develop and maintain positive customer relationships and provide superior customer service
- Timely identify all potential opportunities for co-insurance, transfer of risk and/or subrogation
- Ability to Work with designated assigned accounts
- Recognize and investigate fraud
- Comply with deductible/self-insured retention recovery protocol
- Meet all State licensing requirements
- Adhere to all statutory regulations, Unfair Claims Practices acts, and corporate Best Practices
- Demonstrated success in handling cases that involve New York Labor law is critical for this role
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EmCap Account Manager Job Summary:
- Provide account support to customers, brokers and program sponsors for their captive program.
- Handle and manage day to day activity with stop loss accounts in assigned captive programs.
EmCap Account Manager Essential duties include:
- Preparation of EmCap Illustrations on an as needed basis.
- Manage all aspects of stop loss account activity post sale (new business and renewal) for an account including collection of outstanding requirements for policy issuance
- Schedule and conduct onboarding calls, when necessary to ensure a positive initial customer experience
- Establish account files through onboarding process, including contact information, EOR and reimbursement set up, updating the EmCap database, initiating reporting with TPAs, setting up commissions and assignment of account manager in DY (Sales Administrator)
- Initiate the collection of necessary data for underwriter to perform renewal underwriting, when requested.
- Client Service contact for management and oversight on employer client stop loss activity including claims payment inquiries, premium submissions, commissions and overrides. Identify and resolve any issues that come up in these areas.
- Review A/R reporting monthly, pursue any overdue premiums and work with Premium Collection team to ensure that all shortfalls or overpayments are resolved satisfactorily. When necessary, prepare reconciliations to resolve discrepancies in premium payments.
- Upon request, prepare Schedule A – Form 5500 requests for information.
- Review commission payment summaries monthly for accuracy and take any remediation on a timely basis to ensure that incorrect payments are minimized.
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Position Summary
The IT Service Desk Analyst is responsible for resolving and/or escalating complex and unique technical incidents as well as the fulfillment of service requests within specified SLA’s. The IT Service Desk Analyst’s daily responsibilities also encompasses desktop and laptop imaging, desktop and laptop inventory management, mobile device setup and support (including smartphones and tablets), documentation development and customer facing FAQ guidelines, report generation of daily incident, request, telephony and associated survey responses. The IT Service Desk Analyst will also be responsible for outage tasks such as the coordination of widespread severe incident remediation activities. The IT Service Desk Analyst will cross- train other team members and participation in or hold a leadership role on projects assigned by IT upper management.
Primary Duties & Responsibilities:
- Provides complex and unique technical troubleshooting assistance to employees across all business units.
- Resolves issues utilizing excellent customer service skills, problem solving skills, technical thinking/reasoning skills, and a high level of individual judgment to ensure outcomes of customer satisfaction.
- Coordinates high severity incidents to ensure resolution within communicated Service Levels.
- Manage and triage multiple incoming priorities effectively by understanding customer needs and meeting service level requirements.
- Must be able to demonstrate solid troubleshooting knowledge of Microsoft software applications, A/D, CISCO telephony, and networking components.
- Understanding of ITIL methodology and Service Delivery concepts.
- Delivery suite of Service Desk Management report
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As a Business Translator Design Lead for Berkley Small Business, you will play an integral part in changing the way commercial insurance is delivered. The role will allow you to apply cutting-edge technology and work with sophisticated vendors to help solve a variety of business problems. Your contributions could be add value immediately as you join a team committed to implementing the best technology to our customers. This creates an environment where technology will be quickly implemented and have a real impact on the business. The role will provide exposure to a wide range of commercial insurance products and platforms.
RESPONSIBILITIES
- Work side by side with our vendor partners to lead the business requirements and implementation to design a market leading and data driven agency experience to allow our agents to quickly quote, book, and issue Small Commercial policies
- Create workflows for all future portal consumers including agents, regional companies, and SBS employees
- Serve as the translator of the insurance industry to our vendor partners, to ensure the portal meets all scenarios to ensure an exceptional customer experience
- Business ownership of the platform including requirements capturing, design, testing, workflow, and implementation to the regional organizations
- Serve as the business lead in all phases of development including implementation into the Regional companies
- Drive the creation of a business testing strategy and plan with input from IT and product teams
- Establish best practices to capture requirement to support building in a fast passed environment
- Be agile and open minded in the development approach and challenge solutions to create the most innovative technology driven outcome
- Clearly communicate status and progress to senior leaders
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The Commercial Lines Underwriter evaluates acceptability of individual risks and determines terms, conditions and pricing to achieve company profit and growth objectives. Works with agents/brokers to develop productive and profitable relationships and to ensure compliance with company underwriting guidelines.
Essential Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each of the following essential duties and responsibilities satisfactorily. Other duties may be assigned.
- Underwrites new business by reviewing the application for acceptability, requesting additional information, if necessary, and accepting or rejecting risks in conformance with company guidelines.
- Underwrites within authority set forth by Commercial Lines Vice President and within confines of company's reinsurance treaties and corresponds with agency to collect additional information.
- Underwrites renewal business by reviewing insured's file, producing agency's experience, nature and frequency of losses, loss control surveys, motor vehicle reports, and prior carrier loss experience.
- Assists Commercial Lines Vice President in development of new products, pricing, or coverage's needed.
- Develops productive and profitable relationships with agents.
Other Duties:
- Maintains an established loss ratio.
- Meets established production goals and delivers timely service.
- Serves as the staff liaison for the assigned line in disseminating line updates and developing staff.
- Travels within the assigned territory to facilitate customer development and relationship through agency visitation and prospect calls.
- Pursues a program of continuing education by participating in industry sponsored and company sponsored educational courses.
- Assists in training of other personnel as directed.This position will be assessed based on achievement of the following elements of performance: Attainment of goals/standards for this position; Dependability (appropriate use of time and resources, including but not limited to phone use, attendance, promptness, funds or asset use); Customer service/sensitivity (of internal and external customers); Teamwork. Other additional elements of performance will impact this position and will be provided by the supervisor of this position.
Performance Expectations:
This position will be assessed based on achievement of the following elements of performance: Attainment of goals/standards for this position; Dependability (appropriate use of time and resources, including but not limited to phone use, attendance, promptness, funds or asset use); Customer service/sensitivity (of internal and external customers); Teamwork. Other additional elements of performance will impact this position and will be provided by the supervisor of this position.