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Underwriting Associate

Remote:

Full Remote

Contract:

Fixed term

Experience:

Senior (5-10 years)

Work from:

Texas (USA), United States

Offer summary

Qualifications:

High School Education or Equivalent, 9+ years insurance experience preferred, 5+ years commercial property/casualty experience, Proficient in MS365 tools, General P/C agent license required.

Key responsabilities:

Handles placing of various insurance coverages
Maintains day-to-day service for pool clients
Processes policy change requests and invoices
Documents all communications in AMS system
Coordinates contribution audits for self-insured pools

ICONMA Human Resources, Staffing & Recruiting Large https://www.iconma.com/

1001 - 5000 Employees

See more ICONMA offers

Job description

Your missions

Underwriting Associate

Location: Remote (Austin)
Duration: 2-3 months

Description:
Experience:
Experience with MS365, proficient in word, excel and Outlook, detail oriented.
We are seeking someone with a commercial insurance underwriting background vs a financial / loan / mortgage underwriter or all claims experience.

Job summary:
The Senior Customer Service Representative/Underwriting Associate (SCSR) serves as the primary contact for our insurance agency clients and handles the placing of bond, crime, windstorm, flood, cyber and other insurance coverages in the standard insurance marketplace.
The SCSR also serves as the primary contact person for self-insured property/casualty and workers’ compensation pool clients handling their day-to-day customer service and basic underwriting needs.

Essential job responsibilities:
Insurance Agency
Places miscellaneous ancillary lines policies (Bonds, Crime, Windstorm, Flood, Cyber Coverage, Pollution Liability, etc.) for Pools and stand-alone accounts
Reviews/completes applications and submits to appropriate markets
Processes policy change requests
Maintains/Follow-ups on outstanding items needed from clients or insurance carriers
Provides premium quotations to clients for new and renewal policies
Creates and sends proposals
Invoices all policies and endorsements
Processes company and customer inquiries and incoming correspondence
Reviews expirations and prepares policy renewal notices
Processes preliminary claims notices between Insurance carriers and clients
Maintains all work in AMS 360
Files Surplus Lines taxes and Stamping Office fees and maintains the appropriate files and logs for annual tax filings

Client pooling
Serves as the primary contact for self-insured pool member clients day-to-day customer service and basic underwriting needs
Maintains current underwriting exposures in Pool underwriting system(s) for all clients (e.g., amendments adding vehicles, property, etc.)
E-mails and/or prints, assembles and mails member policies
Issue verification of coverage (certificates) for all lines of coverage
Coordinates and conducts contribution audits for self-insured pool clients
Coordinates, collects, and processes self-insured pool member renewal updates including exposures, financial statements, warranties, MCP election forms, poor driver forms, etc.
Processes DWC notices for self-insured pool member clients
Enters property & auto schedule exposures into systems to facilitate individual pool proposals
New member account set-up in underwriting and AMS systems
Co-manages team e-mail accounts
Processes daily and annual MVR’s
Reconciles and processes monthly invoices and quarterly billings from vendor for MVR’s

General
Documents/inputs all phone calls, e-mails, correspondence and any other documents into AMS within 1 business day of receipt/making/sending or as otherwise agreed to in procedures
Performs other duties as assigned

Qualifications:
education:
High School Education or Equivalent, with some college preferred

Experience:
9+ years insurance experience preferred
Prior experience in an agency environment preferred (utilization of an agency system preferred)
Minimum 5 years of commercial property/casualty customer service representative experience, preferably including workers’ compensation, liability and property within the standard market and public entity arena

Licenses
Hold a General P/C agent license or obtain within 6

As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.