Supports Team Leader or Senior Team Leader with all job functions to learn industry business and job responsibilities necessary for future growth as a Team Leader (3-4 years). Underwrites new and renewal business, approves policy changes, maintains workload and controls written business up to and including the time of binding according to company guidelines and established by CRC procedures.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop, cultivate and maintain excellent client Relationships.
2. Market and underwrite products and services to clients.
3. Underwrite new and renewal business under supervision of a Team Leader.
4. Negotiate the best terms and coverages available with accessible markets.
5. Prepare submissions for markets and secure quotes.
6. Assist Team Leader with meeting or exceeding production goals.
7. Monitor accounts to ensure compliance with company's policies and procedures.
8. Conduct Rating as assigned by Team Leader.
9. Review and process policy servicing requests (endorsement, audits, company requests, premium finance notices and cancellations, etc.)
10. Review inspection reports and compare to the conditions that were represented to us at the time of binding and take appropriate or needed actions as directed by your Team Leader.
11. Proof of policies, endorsements, audits, cancellations, etc. and make corrections as appropriate.
12. Provide necessary instruction to Team Assistant or Clerk.
QUALIFICATIONS
Required Qualifications:
The requirements listed below 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.
1. College degree
2. Current state specific license
3. Must commit to a minimum of three years and have aspirations of becoming a Team Leader
4. Maintain necessary licenses to produce business
5. Must be able to understand and analyze necessary components of insurance policies
6. Ability to review information, make decisions and manage time effectively with minimal or no supervision
7. Strong desire to advance to an SCU Team Leader
8. Must have knowledge of commercial multi-line underwriting and rating
9. Must possess and maintain current knowledge of the insurance industry
10. Excellent written and verbal skills
11. Ability to work in a team environment essential
12. Ability to work extend hours when necessary
13. Maintain travel schedule depending on the needs of the clients, Agents, and new business