PEO Underwriter

SUMMARY 

Works with Underwriting team in reviewing, evaluating and underwriting assigned pricing requests.  Handles primary underwriting functions for assigned projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES 

Assists in all aspects of general underwriting for assigned accounts and/or programs;

Provides general underwriting and analytical support to assigned service team(s) and clients;

Meets with Producers, clients, Underwriters, Account Executives and Benefits Analysts as needed to define and accomplish projects;

Assists in development of pricing evaluations for options as requested by clients and/or service teams;

Assists in development, management and of timelines for projects of assigned accounts, as well as execution of assigned project components;

Works with internal staff and external vendors to complete projects and manage deadlines accordingly;

Maintains data tracking and reporting for financial management, underwriting models, client reports and other analytical reporting deliverables;

Responsible for working knowledge of carrier and TPA reporting systems of assigned clients to obtain data necessary for financial analysis and underwriting;

Performs basic underwriting tasks and projects independently with peer review from other Underwriters;

Maintains files and historical data on all assigned clients and/or programs;

Actively engages in educational opportunities to further underwriting knowledge, market trends and regulatory environment;

Responsible for accuracy and timeliness of all work performed, including proper management of timelines and meeting deadlines as established;

Addresses incoming correspondence and responds as required in a timely manner;

Peer review of other Underwriters’ work for accuracy and completeness;

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

Other duties as assigned.

QUALIFICATIONS 

EDUCATION / EXPERIENCE

Bachelor's Degree or equivalent combination of education and experience

Related work experience in underwriting

Valid Insurance License within 90 Days

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills

Excellent problem solving and time management skills

Good customer service skills, including telephone and listening skills

Excellent planning, organizational and prioritization skills

Ability to work within a team and to foster teamwork

Ability to work productively as an individual to accomplish assigned projects

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

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