-
PRIMARY PURPOSE:
Responsible for the management of medical only workers’ compensation claims.
PRINCIPLE RESPONSIBILITIES/DUTIES:
- Maintain good lines of communication with employers, adjusters, and providers.
- Discuss with an employer, issues relative to an injured workers’ return to work status.
- Request medical notes, proper billing format and other written and verbal information from employers and medical providers to determine appropriateness of payment of medical bills and whether a claim is truly medical only.
- Timely and accurately reserve for medical only claims assigned.
- Document relevant written and oral communication received relative to medical-only claims in the log notes.
- Discuss with an employee, issues relative to whether a bill has been paid or whether travel or medical reimbursement has been issued.
- Assist in the management of communication of the unit with customers, providers and injured employees.
- Enter medical notes into claim log as required.
- Index images as needed.
- Identify potential subrogation claims and notify appropriate supervisor.
- Other duties as assigned by Supervisor.
-
SUMMARY
Complete responsibility for investigating, assessing and resolving a book of commercial auto claims.
ESSENTIAL DUTIES/RESPONSIBILITIES
We are looking for talented, competitive, ambitious claims professionals with demonstrated track records of doing the following in a consistently superior manner:
- Handling truck, public transportation and other commercial auto claims in a manner that achieves an outstanding result for our insureds and our company; FOCUS on claim activities most likely to drive the claim to a better result; engage in STRATEGIC conversations with counsel; develop and execute a file STRATEGY; develop well thought out plans of action to execute the strategy; aggressively and continuously PURSUE RESOLUTION; complete investigation and obtain the most relevant information as quickly as possible; draft outstanding file notes; diligently and effectively manage expenses; push the matter, vendors and defense counsel forward; make every file touch an IMPACT touch.
- Accurately assessing and resolving coverage issues relating to Commercial Auto, Motor Carrier, General Liability and other coverages relating to the same; Assessing insured contract exposure; Analyze facts and allegations in conjunction with all POLICY provisions, endorsements and amendments; Properly documenting coverage assessment; Drafting declinations, RORs and other coverage letters in a TIMELY manner and in accordance with all jurisdictional requirements; Reassessing coverage issues as new information is gathered and updating coverage letters and notices.
- Negotiating outstanding settlements.
- Maintaining clear, concise and accurate file notes.
- Presenting case statuses, summaries and positions in a clear, concise and understandable manner.
- Creating an outstanding customer experience for internal and external customers. Anticipating, recognizing, and responding to customer needs.
- Solving problems. Being creative. Overcoming obstacles and challenges.
- Being open minded. Embracing change, evolution and learning; bringing a sense of urgency to change; getting EXCITED and exciting others about change; bringing power, energy and OPTIMISM to lead and support collaborative change; bringing a a sense of urgency to change; steer the change effort and initiatives; removing obstacles that threaten achievement of the desired change.
- Nurturing a positive, effective, cooperative, flexible working environment; creating synergy and alignment; exuding positivity; demonstrating flexibility and adaptability; collaborating; committing to the success of the team and shared goals; MOTIVATE; ENGAGE and ENCOURAGE fellow team members to achieve, contribute and learn; discuss issues/challenges openly; listen; value the contribution of others; openly give and accept constructive criticism; be ACCOUNTABLE
-
- Conduct the necessary investigation, either by phone, or through independent adjusters, to determine coverage, liability and damages on various policies, including Pollution liability and Professional Liability Claims.
- Evaluate, negotiate, and settle assigned property damage or bodily injury claims within authority granted, or seek authority for those claims in excess of authority
- Obtain all required adjuster licenses within 180 days
- Travel to attend trials, mediations, etc.
-
SUMMARY
The Legal Bill Auditor is responsible for utilizing an electronic billing system to timely audit, review and pay all legal bills charged to the claim file. This process includes determining the validity of charges through the utilization of attorney guidelines and industry standards. Responsibilities also include resolution of all billing disputes, educating law firms and staff on the bill review process, and analysis of billing discrepancies to determine law firm performance and billing trends.
RESPONSIBILITIES
- -Review, analyze, and audit law firm invoices for compliance with the Attorney Guidelines through the utilization of an electronic billing system.
- -Conduct line by line review of invoices to determine accuracy, reasonableness and compliance with agreed upon fee structure between company and law firm.
- -Identify and group tasks to evaluate the progression of activities from start of case to closure.
- -Collect information needed via contact with law firm and claims’ staff to determine the reasonableness of time spent on tasks for completion of bill review process.
- -Identify billing discrepancies based on knowledge of Attorney Guidelines, industry standards and litigation history, and reduce invoices accordingly.
- -Discuss, explain and educate attorneys and claims’ staff on reasons for invoice reductions, bill review process and compliance with Attorney Guidelines.
- -Advise and work closely with Claim Managers, adjusters, and attorneys on billing discrepancies to determine the reasonableness of time spent and best course of action for resolution.
- -Assist attorneys, billing managers and claims’ staff on use of electronic billing system.
- -Utilize and create reports to determine law firm performance trends.
- -Identify firm billing trends and elevate to management.
-
Staff level book keeping position performing duties related mostly to premium receivable and accounts payable processes and limited assistance to general accounting functions. This position is expected to operate with a minimum level of supervision, expected to problem solve, interact and communicate with outside customers (i.e. premium receivables) and interact directly with the business units supported.
Areas of concentration include direct billing and collecting utilizing FAB, accounts payable utilizing PeopleSoft, general journal entries using PeopleSoft, and cash flow monitoring. All functions focus on accurate and timely completion that is determined on a day to day basis. This is dependent on the volume of receivable activity (i.e. applying cash, taking phone calls, processing claim checks, etc.)
- Premiums Receivable (80% to 100% of time). Utilizing the FAB system:
- Apply cash received to insured’s accounts; follow up with insureds/agents regarding any discrepancies between billed and received amounts; inform business unit management of developing collection problems while they can still be contained;
- Process refunds resulting from endorsements, cancellations, etc; verify refunds are due and discuss with business unit management prior to processing;
- Reconcile FAB to the general ledger, and contact insureds and agents regarding overdue receivables.
- Accounts Payable (zero to 20% of time)
- Initiate claim payments for claim vendor invoices both from manual check requests and from requests processed via the Claims Workstation Claims system;
- Serve as a general Accounts Payable Backup when needed.
- Monitor daily cash flow and prepare cash flow report.
- Prepare General Journal Entries that relate to the cash inflows received daily.
- Active pursuit of continuous process improvement and progress measurement (metrics);
- Other duties as assigned.
-
We have a current opportunity for an Assistant Underwriter. The main responsibilities of this role are:
- Assessing new and renewal policies and performing pre-renewal reviews to ensure risk acceptability, pricing, coverage, terms and conditions
- Verifying issuance compliance and addressing any discrepancies
- Participating in book management by reviewing individual policies or a homogenous group of policies to monitor production, profitability and compliance
-
Summary
Independently contributes to growth and profitability serving as an underwriting subject matter expert and advisor to underwriters at all levels of learning and experience. Has a high level of underwriting authority. Works closely and mentors/coaches underwriters with their reviews and evaluations of complex new and renewal business, as needed, in accordance with established underwriting guidelines and assigned authority levels. Exhibits advanced knowledge of how to manage agents effectively. Presents, supports, and markets Company products, technology and services both internally and externally. Identifies and recommends training needs for underwriters. Provides appropriate feedback to Management regarding growth and development of underwriters. Inspires and energizes others by providing leadership guidance.
RESPONSIBILITIES
RISK SELECTION
§ Responsible for determining risk acceptability, pricing, coverage, terms and conditions with defined limits/authority and underwriting guidelines.
§ Provides Assistance in underwriting of difficult complex accounts, including approving referrals that exceed the authority of others.
§ Assists with quoting new and renewal business in order for Region to maintain their service standards (as needed).
§ Supports the region by serving as a “floating underwriter” (to cover underwriters out on travel, PTO, etc.) as well as maintain service standards in this role.
AGENCY MANAGEMENT
§ Demonstrates complex decision making with minimal to no supervision, recommending exceptions where appropriate to maximize profitability and meet business goals.
§ Actively participates conducting internal audits on underwriting staff and coordinates review of Book Management Assessments (BMAs) on our agent’s books of business.
COMMUNICATION & TIME MANAGEMENT
§ Proficient at communicating (written/verbal) information to both internal and external customers ensuring our standards of excellence are maintained.
§ Ability to work well with others to achieve shared goals while demonstrating diplomacy and flexibility.
LEADERSHIP
§ Mentors, coaches and serves as a technical subject matter expert or resource to other underwriters on an ongoing basis.
§ Actively engaged in participating in underwriting huddles, region meetings and claims round tables.
CONTINUOUS LEARNING / TECHNICAL SKILLS
§ Ability to learn new procedures quickly and efficiently as the job changes over time.
§ Learns and adapts quickly to changes in existing software applications and new technology to proficiently perform job functions.
ADDITIONAL DUTIES AND RESPONSIBILITIES
§ Ability to perform all Senior Underwriter duties as needed.
§ Proficient at recommending changes to policy verbiage when standard text is not appropriate via manuscript endorsement.
§ Participate or leads in the research of new agency programs, underwriting procedures and special projects/committees.
§ Attends classes internally and externally to help build upon existing expertise and stay on top of emerging issues and/or industry trends.
-
SUMMARY
Manages the assigned Underwriting territories’ day-to-day operations of the underwriting functions to maximize production and underwriting results and ensures effective management of assigned territory by performing the following duties:
RESPONSIBILITIES
- Manages their assigned underwriting territory. Responsible for production, profitability and relationships with agents within that territory.
- Develops and executes strategic initiatives that support profit, growth, retention and customer service objectives.
- Provides leadership, direction and management in the risk selection process beyond the capacity of underwriting staff.
- Assesses agency performance and recommends the appointment or cancellation of agents within the territory.
- Tracks and assesses impact of large losses including making recommendations to modify underwriting guidelines/profile as needed.
- Provides assistance in underwriting of difficult, complex accounts and resolves issues beyond the authority level of underwriting staff.
- Reviews and monitors underwriting policies and submissions to ensure underwriting standards and performance objectives are met. Takes corrective action when issues are discovered.
- Allocates underwriting authority for staff, establishing their ability to accept risks, determine pricing and coverages, and place reinsurance.
- Creates, analyzes and interprets data from various reports.
- Plans regular agency contact and visits to agents.
- Works with other departments to develop and maintain state specific forms, rules and rates.
- Coordinates review of agency operational reviews and conducts the necessary follow up to assure timeliness of responses and monitor progress of opportunities identified.
-
SUMMARY
This position assists in the day-to-day functions of the Underwriting Audit and Development Department, with the primary areas of responsibility including training materials, conducting new hire on boarding, managing internship program, and Nautilus University
RESPONSIBILITIES
- Identifies internal underwriting staff training needs (i.e. underwriting philosophy, procedures, technologies) through staff surveys and assessments, review of file audit results and feedback from underwriting management.
- Designs training modules (including purpose, objectives, content, lesson plans, and evaluation tools) and related training materials. This includes the development of leader and participant guides as well as job aids. Determines instructional methods appropriate for each topic (i.e. individual training, group instruction, case studies, demonstrations, webinars, teleconferences, eLearning etc.).
- Works with subject matter experts to design, develop and implement course training programs.
- Completes the necessary administrative work for underwriting classes including copy work, collating, room reservations and other support work as assigned.
- Prepares training schedules for internal staff based on resource availability and participant schedules.
- Develops and administers testing and evaluation procedures to be used at the beginning or completion of training, communicates findings to underwriting management and assists in the monitoring of underwriter development.
- Coordinates schedules for corporate, agency, college or summer interns and facilitates orientation for the underwriting portion of the internship.
- Initiates requests to Underwriting Operations to create or update underwriting philosophies, guidelines or procedures based on training feedback
- Provides reports to management on monthly activities performed, employees training status and future training plans.
-
SUMMARY
This position assists in the day-to-day functions of the Underwriting Audit & Development Department, with the primary area of responsibility dealing with the completion of individual underwriting file audits, class of business and book of business audits, including analysis of results, recommendations for improvement and communication of audit findings to UW management.
RESPONSIBILITIES
- Completes audits on new business, renewals and quotes to assess the quality of the risk and quality of the file handling from an underwriting, pricing and policy construction standpoint, as well as adherence to established underwriting procedures and authorities.
- Leads “special request” audits from underwriting management on specific staff members, classes of business, lines of business, programs or processes.
- Assists with quality control oversight for the Audit team and mentoring the Audit Coordinators.
- Works closely with the department manager to summarize audit results, analyze trends and communicate findings to UW management in a timely and professional manner.
- Develops and updates requirements for the automated tools used to collect and track audit results and works with IT to implement and test changes.
- Identifies training needed by the underwriting staff based on audit results and works with the Underwriting Training Coordinators to develop the appropriate training vehicle and objectives.
- Initiates requests to create or update underwriting philosophies, guidelines or procedures based on audit results.
- Identifies trends and learning opportunities and brings to the attention of the team for discussion and next steps; recognizes opportunities to create or update underwriting and/or audit guidelines and procedures and relays to the department manager.
- Represents the department, as requested by the VP or Manager, in inter-departmental meetings and maintains professional relationships with internal departments, external vendors and customers.
-
We currently have an exciting opportunity for a Sr. Litigation Specialist –with potential for remote employment. Primary responsibilities include:
- High severity, high complexity losses in all 50 states
- CGL, Miscellaneous Professional Liability, Liquor Liability
- Commercial Excess GL, Personal Umbrella
- Some Intellectual Property and New York Labor Law
- Declaratory Judgment Actions
- Substantial coverage analysis of manuscript forms and close partnering with Underwriters
- Some travel for mediation and trial attendance
-
This role resides in the Underwriting Innovation Department. The Underwriting Innovation Department is integral to Nautilus' success as we grow our business profitably. Underwriting Innovation has three segments including Agent Experience, Product Development, and Forms & Admitted Filings. Underwriting Innovation works collaboratively with many internal departments, including Legal, Regulatory, Underwriting, Marketing, Actuarial, and IT.
This position is on the Agent Experience Team and is responsible for leading a business process that supports our agents’ system feedback and improved use of our tools and services. The role involves working on multiple tasks with high priority deadlines using system and product knowledge, as well as knowledge of underwriting and agent workflows.
Key Job Responsibilities:
- Lead a department business process. This includes the assignment of work to analysts, completion of self-assigned work items, identifying, documenting and reporting out trends, and recording proper metrics.
- Perform proofing of work of Analysts.
- Responsible for maintaining system and workflow documentation, procedures and check lists.
- Report out to other departments and agents resolution of individual issues and/or business process results.
- Responsible for expert knowledge of assigned applications/systems. Performs User Acceptance Testing and test case preparation. Lead release night planning and testing of systems.
- Creates documentation including user stories, business requirements, process flows, and use cases.
- Draft notification of system updates and changes used by internal and external customers.
- Additional responsibilities as requested by leader.
Relationship Management and Support:
- Agent contact to successfully support system reported issues usually via email or phone.
- Cultivate working relationships with internal staff and agents to successfully complete business processes, report on issue status and status of requested UW information updates.
- Demonstrated experience working with business users.
-
Summary
The Underwriting Innovation Department is integral to Nautilus' success as we grow our business profitably. Underwriting Innovation has three segments including Product Development, Agent Experience, and Forms & Admitted Filings. UW Innovation works collaboratively with many internal departments, including Regulatory, Legal, Underwriting, Actuarial and IT.
This position is on the Forms and Filings Team and supports the development and maintenance of our Commercial P&C and Personal Lines products.
Responsibilities:
- Develops Countrywide and state-specific forms and endorsements
- Creates, analyzes and interprets information from a variety of sources to evaluate and update new and existing coverage forms and endorsements. Assists with revisions to product guidelines, quote letters and applications.
- Actively supports requirements for system implementations and publishes rate/rule and form reference documents.
- Partners with Product Directors to support opportunities for new and ongoing products and programs
- Maintains current knowledge of industry and legal changes that impact coverage and identifies when products need to be updated
- Acts as liaison with other departments during the product development process
- Represents the department, as requested, in internal and external meetings. Maintains professional relationships with internal and external customers
- Supports special projects including training, research, development, testing and roll out, as needed
- Provides mentoring and training on form development to less experienced staff
- Additional responsibilities as requested by the Director
-
- Develop, maintain, and enhance methods for reporting of metrics.
- Respond to requests for data and reports. Download, manipulate, and compile data. Includes programming in spreadsheet or database manipulation software.
- Support for the quarterly reserve analysis. This includes, but is not limited to, trend analysis, data gathering, updating exhibits, reconciliation, and assisting AVP in analysis.
- Determination of state rate level indications. Work with underwriting department to ensure adequate level of rates.
- Assist in the completion of rate filings as needed.
-
Position Purpose:
Lead and direct sales for the company, building a strong sales culture that supports the achievement of long term profitable growth as well as annual production goals. Proactively participates with the senior leadership team developing and executing strategic plans to meet company objectives.
Essential Duties and Responsibilities:
- Develop and implement company sales strategies and initiatives that support long term profitable growth.
- Develop and implement initiatives that build a strong sales culture.
- Leads strategic planning sessions with the field at Key Distributors.
- Works closely with the CUO, COO, CO and TUM's to develop strategies for territories, appetite, and agency management.
- Develop and manage key production/sales metrics that drive production, agency management and the sales culture. Determines and monitors key performance indicators such as production. Drive sales initiatives across the company.
- Oversees daily sales activity and sets specific monthly, quarterly and annual sales goals.
- Anticipates and reacts to market trends and identifies opportunities for growth.
- Influences and models behavior for Underwriting staff to work together with sales staff to achieve growth goals and support the execution of sales initiatives.
- Develops and leverages analytics to identify and capitalize on opportunities for efficiencies and growth.
- Participates in industry associations and events representing the company.
Other Duties:
- Develop and oversee a sales training program for existing and new employees. Leads in-house seminars and workshops to help improve the effectiveness of the company sales effort.
- Continually improves the sales organization by enhancing discipline, accountability, productivity, effectiveness and customer satisfaction.
- Manages expense budgets to maximum effectiveness.
- Monitors customer, market and competitor activity to give feedback to the leadership team and company departments.
- Manage and develop key customer relationships.
Performance Expectations:
This position will be assessed based on achievement of the goals and accountabilities outlined for the position and the following competencies: Growth, Profitability, Quality, Service, Project Management, Innovation and Initiative, Communication, Flexibility, Customer Focus; Teamwork and Collaboration, Dependability, Management Control, Leadership and Sales/Persuasiveness.
-
Position Purpose:
Develops regional and local Business Strategic, Tactical and Operational plans. Executes Action Plans leading to the accomplishment of Company goals. Develops deep agency relationships and represents the Company locally, regionally and on a national basis. Will work with Sr. Management of the Company and Regional Companies as required to drive both growth and profitability. Participate in the development of Marine and Property strategic and tactical plans based on company plans, technological advances, and corporate plans. Will work within limits of authority requiring the highest degree of technical complexity and coordination. Focus will be on complex property, marine risks and programs that will drive profitable growth.
Essential Duties and Responsibilities:
- Must be able to work independently in an entrepreneurial environment.Builds superior distribution partnerships with agents and brokers. Develops and implements sales plans to leverage profitable business growth.
- Analyzes applications, determines acceptability of risk in accordance with Company guidelines and practices in order to make the appropriate underwriting decisions. Applies underwriting guidelines and appetite to risk selection and pricing.
- Keeps current on state/territory issues and regulations, industry activity and trends and freely shares information with others. Negotiates with agents to reach positive and profitable outcomes.
- Develops a diverse book of business consisting of varied inland marine and property classes of business, risk size and complexity.Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review.
- Assists in the management of the Inland Marine and Property business to achieve the goals and objectives established. Ensures continued profitable growth. May provide guidance and assistance to other underwriters and to other functional areas, particularly when related to cross-sell opportunities.
- Collaborates with management on risks exceeding authority level or requiring special handling. Provides assistance to underwriters requiring referrals due to the authority levels. Evaluates underwriting performance based on financial analysis. Includes rate, reserve adequacy, operational execution, planning and product reviews.
- Collaborates with Regional Companies in developing regional inland marine and property business plans.
- Assists with product development in creation of innovative products and service to introduce to the market.
- Collaborates with business partners in Risk Control, Actuarial, Finance and Claims to driver profitable results.
- Develops program opportunities
-
Position Purpose:
Own and manage administrative and support details necessary to ensure the accurate and timely processing of endorsements, new business, and renewals. Contribute to company profit objectives by making decisions regarding renewal acceptability and changes to policies according to assigned authority.
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.
- Set up new business files after they have been reviewed by the Underwriter including:
- Underwriting guide hazard grades
- Identification and analysis of website or other online details of risk.
- Review of prior carrier information and analysis of any loss information submitted.
- Review of application against common, key rating and underwriting information needed including but not limited to: driver and loss information; building age and all COPE info; need for reinsurance based on limits and class; driver to vehicle ratio; correct classes used for auto, GL and WC; EM information available; larger IM items and controls, etc.
- Checking internal underwriting resources used to manage property capacity and exposures
- Ordering and reviewing financials and property valuations
- Quote accounts upon request by Underwriter.
- Perform experience rating on accounts where applicable.
- Order loss control reports, MVR's, as well as use other external resources and suspend for information as requested by the Underwriter.
- Review and order the renewal to the Underwriting Services Department of accounts subject to authority levels.
- Order renewals over assigned authority level after they have been reviewed by the underwriter.
- Review renewal application if applicable and make appropriate changes.
- Review all incoming correspondence and handle a much as possible before passing up to the Underwriter.
- Be the first point of contact on service issues, billing questions, etc. being called or faxed in by agent.
- Handle endorsements with in authority returned from the rating and processing department.
- Visit key agents within the territory at least once a year.
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.
-
Overview
Creative tech developer.
Be a key member of a fast paced, delivery focused team building IT Solutions. Provide excellent product support to a range of parties involved.
Who we are…
BerkleyNet is an innovative and leading provider of workers compensation insurance and services. We were started in 2006 with the goal of delivering an easier solution for customers - driven by speed and simplicity. Since that time, we've developed a national presence and are recognized for our "Ridiculously Fast, Amazingly Easy" approach to workers compensation. If you are looking to join a fast-paced, energetic and passionate team with room for professional growth and development - BerkleyNet may be a great fit for you.
The BerkleyNet way is:
- Fearlessly explore new paths
- Be an original
- Generate Solutions and Positive energy
- Responsiveness is our Reputation
- Communicate Openly and share knowledge
- Embrace ownership and Adaptability
- Integrity is non-negotiable
- Be a Community Builder
Responsibilities
Develop applications in all areas of the Software Development Life Cycle.
-
Lead a team at the core of our pricing, valuation, reserving and modeling.
Who we are...
BerkleyNet is an innovative and leading provider of workers compensation insurance and services. We were started in 2006 with the goal of delivering an easier solution for customers - driven by speed and simplicity. Since that time, we've developed a national presence and are recognized for our "Ridiculously Fast, Amazingly Easy" approach to workers compensation. If you are looking to join a fast-paced, energetic and passionate team with room for professional growth and development - BerkleyNet may be a great fit for you.
The BerkleyNet Way is…
- Fearlessly explores new paths
- Generates solutions and positive energy
- Be a community builder
- Be an original
- Embrace ownership and adaptability
- Responsiveness is our reputation
- Communicate openly and share knowledge
- Integrity is non-negotiable
Benefits
BerkleyNet employees enjoy a package of benefits that include:
Comprehensive Actuarial exam program
Insurance Health, Dental, Vision, Life & Disability
Health Savings Account
401k, Roth 401k & Company Profit Sharing Plan
Employee Stock Purchase Plan
Flex-Spending Account Participation
Annual Vacation Accrual
Casual Work Environment
Drug-Free Workplace
This position has a broad range of responsibilities including:
- Conducting reserve reviews
- Rate filing support and predictive modeling
- Managing and mentoring the actuarial team
-
SUMMARY
Evaluate and determine risk acceptability, pricing and coverage for commercial trucking and public transportation business within company underwriting guidelines and profitability goals; underwrite and price risks within established underwriting guidelines and delegated underwriting authority that support strategic business objectives; build and maintain profitable agency relationships
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Review new and renewal commercial insurance risks and determine accurate classification of business, policy contract forms and pricing of risk; review and act upon pertinent risk information such as loss control reports, motor vehicle reports (MVRs), loss runs and financial statements
- Responsible for book management of an assigned agency plant, including achieving predetermined premium goals and profitability objectives, conducting audits on agency business, effectively communicating the company underwriting philosophy and assuring compliance of underwriting best practices
- Cultivate effective agency relationships; conduct agency visits, communicate expectations and make recommendations for agency action(s) when appropriate
- Develop presentations to be delivered to the agent and/or insured detailing coverages, pricing and services provided by Carolina Casualty Insurance Company
- Act as a mentor and a technical resource to less experienced staff by providing guidance and motivation on a daily basis
- Provide guidance to Assistant Underwriters in technical matters of underwriting including, but not limited to, such procedures as coverages, cancellations, exclusions, endorsements and non-renewal action
- Assist in developing new products, coverage enhancements, and procedures that drive production and processing efficiency
- Build and maintain productive relationships with internal service teams including Claims, Finance, and Actuarial to develop best practices and deliver world class service both internally and externally
- Communicate on a timely basis with internal business partners regarding issues of competition, acquisitions/mergers, legal decisions and other pertinent information relative to the insurance underwriting and/or claims area; take initiative to keep business partners informed of emerging account issues
- Maintain current knowledge of the regulatory environment (state/federal rules and regulations) pertaining to the transportation industry; exhibit desire to continue education in transportation field
- Display positive image in the marketplace with all clients, including agency contacts; maintain positive, professional appearance
- Exhibit high level of technical underwriting expertise, leadership and professionalism