Responsibilities:
• Perform risk selection and analysis. Examine and evaluate documents such as application forms, inspections reports, financial reports, product brochures, company referral agreements, and other pertinent documents to determine the degree of risk, underwriting and market selection.
• Day to day responsibility for reviewing customer web activity to spot trends positive and negative and addressing these trends immediately.
• Accept, reject, classify, price and bind insurance risks within granted underwriting authority. Also broker/recommend to company underwriters beyond any authority grants. Prepare submissions for rating and handling by the support staff.
• Effectively market and negotiate with brokers and insurance companies on individual accounts. Effective and timely communication to pursue opportunities.
• Effectively communicate with agent or broker clients, company underwriters, internal staff and management to obtain additional information, quote rates, present proposals, explain company underwriting policies and coverage offerings, as well as servicing existing accounts.
• Address assigned workload within quality, productivity and service standards as established by the company/underwriting guidelines.
• Appropriate and timely response to questions posed by brokers, clients, underwriters and other company personnel.
• Visit brokers and/or company clients to enhance relationships and improve production opportunities up to and including attending trade conventions.
• Secure company/agency production, retention, and growth goals.