Underwriting Account Manager

Overview

The Underwriting Account Manager plays a key role in supporting the workers’ compensation insurance underwriting process by providing exceptional service and assistance to internal teams, insured clients, and brokers. This dynamic position is ideal for individuals who are highly motivated, detail-oriented, and possess strong critical thinking and problem-solving skills. The Underwriting Account Manager will be responsible for addressing complex workers’ compensation requirements, delivering well-informed, effective solutions, and ensuring high-quality work products in a fast-paced environment.

• Oversee the intake and setup of assigned new business submissions, ensuring all required documentation is collected and accurately entered into the policy administration system for underwriters’ review.
• Coordinate and communicate with brokers, underwriters, and clients throughout the submission process, ensuring timely follow-up and clear, professional correspondence.
• Efficiently and accurately manage existing accounts in accordance with guidelines and directives provided by underwriters and underwriting management.
• Provide prompt, thorough, and professional responses to requests from insureds and brokers sustaining productive and positive relationships.
• Collaborate with underwriters to offer support in executing daily, monthly, and seasonal tasks.
• Ensure the accuracy and completeness of insured data within the company’s policy management system, demonstrating meticulous attention to detail.
• Maintain precise and up-to-date records of all tasks and work completed.
• Monitor key deadlines and track program milestones to proactively avoid service interruptions and meet or exceed internal and external goals and deadlines.
• Identify potential challenges or opportunities for enhancing program effectiveness, offering proactive solutions when appropriate.

• Demonstrates strong attention to detail.
• Able to follow instructions thoroughly and work independently, as well as in a team environment to completion.
• Collaborate effectively with colleagues to achieve team objectives.
• Adaptable and flexible in response to changing priorities and circumstances.
• Capable of receiving and executing direction with professionalism.
• Proactive, self-motivated, and consistently takes initiative.
• Ability to establish and maintain positive, professional relationships with clients, colleagues, and brokers.
• Committed to maintaining high standards of quality and accuracy in all work.
• Effectively manages a fluctuating workload while maintaining productivity.
• Consistently meets deadlines and prioritizes tasks efficiently.
• Reliable, punctual, and dependable in meeting job expectations.
• Strong critical thinking skills and intellectual acuity.
• Capable of retaining and applying knowledge to address complex situations.
• Apply critical thinking and intellectual acuity to identify and solve problems
• Works well in groups and independently
• Agreeably accepts direction
• Retains and applies knowledge to complex situations
• Organized
• Follows written and verbal instructions from beginning to end
• Self-motivated
• Establishes and maintains strong professional relationships

Skills:

• Strong organizational and research skills, with a demonstrated ability to manage multiple tasks efficiently.
• Excellent verbal and written communication skills, with the ability to convey information clearly and professionally.
• Proficient in computer systems and data management, including advanced knowledge of Microsoft Excel, Word, and Outlook. Previous policy management system experience desirable.
• Solid understanding of insurance principles and practices.
• Knowledge of workers’ compensation insurance is highly desirable.

Education and Experience:

• High school diploma or GED required.
• Property and Casualty (P&C) Producer License highly desirable. Required to obtain within first 12 months of hire.
• Post-secondary education from a vocational, trade, college, or university is preferred.
• Insurance-related coursework and/or professional designations are a plus.
• Mid-level experience in underwriting support and/or account management is preferred.