Middle Market Commercial Lines Associate Underwriter

• Screen applications for missing information.
• Contact and work with agency to obtain and make initial evaluation of acceptability based on received information.
• Revise TAS worksheets and update as needed based on additional information obtained on the insured.
• Request and evaluate loss runs.
• Review loss activity on renewals.
• Request driver list, order and evaluate motor vehicle reports.
• Initiate cancellation notices.
• Review and screen loss control reports.
• Compare and verify findings with underwriting file information (COPE, sales, payroll, number of employees, etc.).
• Update Underwriting Checklist as needed.
• Follow up on outstanding loss control recommendations.
• Research insured's website, social media sites and conduct a general search of internet.
• Review and issue endorsements.
• Set and follow up on diary items.
• Prepare and send conditional renewal notices.
• Identify and document marketing classifications.
• Prepare quote proposals.
• Import email, fax and reports into OnBase.
• Follow up on reinsurance certificates.
• Add SIC on Underwriting Checklist for Commercial Edge business.
• Underwrite and issue designated small new non-flow regional business.
• Underwrite and issue designated regional renewal business.
• Review new business 45 day check list to ensure file is in order - reports ordered, outstanding items addressed and diaries are set.
• Form and build relationships with agencies.

• High school diploma or equivalent; 2-4 year college preferred
• Insurance agency or commercial insurance business background desired
• Key
  
  Skills:
  
  logical, analytical, decision-making, self-motivated, organized

Demonstrates strong analytical and decision-making skills in evaluating insurance applications and loss control reports. Proficient in underwriting processes and maintaining organized documentation for commercial insurance.

• Underwriting
• Loss Control Evaluation
• Analytical Skills
• Decision-Making
• Insurance Industry Knowledge

• Application Screening
• Loss Run Evaluation
• Motor Vehicle Report Evaluation
• Endorsement Issuance
• Quote Proposal Preparation
• Underwriting Checklist Management
• Commercial Insurance Underwriting
• SIC Documentation

• Logical Thinking
• Self-Motivation
• Organization

• Insurance Agency
• Commercial Insurance
• Loss Activity Review
• Reinsurance Certificates
• Agency Relationship Management

• On Base