Team Lead - Underwriting Operations

Team Lead – Underwriting Operations

• Maximum supervisory scope of up to five underwriting support staff, including Technical Assistants, Technical Specialists, Underwriting Assistants and/or Senior UAs.
• Ensure the team achieves all service delivery, timeliness, productivity and quality goals.
• Identify and communicate regulatory compliance issues.
• Oversee human resource management: coaching, counseling, goal‑setting and staff development.
• Provide guidance, motivation and promote teamwork in partnership with the underwriters the unit supports.
• Directly manage people or serve in a non‑people‑managing role based on managerial discretion.
• Oversee development, training and cross‑training of employees.
• Assist with performance evaluations, recommend salary adjustments and coach staff.
• Collaborate with the Operations Manager to set unit and individual goals.
• Assist in interviewing and hiring new employees for the department.
• Ensure compliance with predetermined workflows and procedures.
• Ensure work is completed in accordance with service standards, including owning a book of business within the team.
• Manage work in process and service delivery of the unit.
• Track and report weekly/monthly production.
• Keep Department Management informed of status and progress.
• Coordinate schedule for sick and vacation time, managing backup staff as needed.
• Schedule and obtain approval for overtime.
• Plan and organize actions for self and others to ensure efficient work completion.
• Ensure compliance with Internal Audit, Peer Reviews, and/or FIC audit.
• Assist with developing responses and action plans for internal and external audit findings.
• Translate quality, timeliness, productivity and service delivery requirements into performance goals and measurement plans.
• Support IT development efforts as a subject‑matter expert when required.
• Provide day‑to‑day operational direction to staff.
• Maintain open communication with the underwriters for partnership and teamwork.
• Maintain effectiveness during changes in responsibilities or environment.
• Review and manage production and quality control reports; take appropriate action on data quality, reinsurance, and status reports.
• Attend meetings on behalf of the Operations Leader, reporting back on issues and action items.
• Administrator of assigned accounts throughout the lifecycle.
• Collect account and insured information for risk analysis by communicating with brokers.
• Liaise with Underwriters and Brokers to communicate account status and complete outstanding tasks.
• Liaise with Underwriters to confirm policy issuance instructions for proprietary policies, endorsements, forms, notices, etc., and communicate to the Coding and Issuance Unit.
• Perform pre‑analysis support for new submissions, renewals, endorsements, and other documents based on underwriting rules and guidelines.
• Ensure completeness of underwriting package before handover to the Underwriter.
• Analyze client needs and translate into policy specifications.
• Handle accounts with intricate parts to ensure complete and seamless broker communication.
• Complete quality control on rating output for accuracy (e.g., limits, coverage extensions, modifications).
• Accurately compile supporting account detail in electronic format using PDF tools.
• Generate broker correspondence in electronic format (e‑mail, eFax) related to transaction processing and follow‑up.
• Collaborate and correspond verbally and in writing with Underwriting Support Unit team members and other operational support units.

• College degree or equivalent experience, with advanced insurance study preferred.
• Some to moderate experience in P&C insurance business.
• Appropriate combination of commercial P&C insurance rating, coding and underwriting assistant skills.
• Advanced knowledge of commercial P&C insurance policy forms and regulatory requirements.
• Familiarity with insurance operating systems used to rate, code, track or issue policies.
• Skilled with MS Office desktop software.
• Knowledge of commercial P&C insurance products and tools such as ISO, NCCI, regulatory and other informational websites.
• Proactive, self‑directed with robust time‑management, problem‑solving and analytical skills.
• Ability to handle…