
Digital Concierge Underwriter
- Phoenix, AZ
- Permanent
- Full-time
- Serves as first level of contact for agent inquiries, contract questions, pricing questions, system training needs, and post bind service requests within designated authority.
- Researches and gathers appropriate information and responds to those inquiries within established Service Level Agreements (SLA's). Communicates directly with agents both verbally (phone) and/or in writing (email) as required.
- When outside of designated authority or expertise, forwards to respective business team with supporting research and documentation.
- When within designated authority; evaluates, accepts, rejects, or modifies risks within established underwriting guidelines, authority, and compliance regulations. Complies with corporate standards, procedures, business strategies and rating plans.
- Assumes ownership of agent inquiries through to resolution, including those inquiries that are handled in areas outside of Digital Concierge to ensure agent receives a response and is satisfied.
- Ability to sell and negotiate to achieve profitability for the Company.
- Assists with all transaction types including, but not limited to: new business, renewals, endorsements, referrals, BORs, rewrites, and cancellations as assigned.
- Utilizes Small Commercial Inventory Management systems, MS Dynamics, and UW Services mailboxes, along with additional technologies, to manage daily workload to meet Service Level Agreements with underwriters and agents.
- Builds and maintains a result-oriented relationship with the agents and underwriters to drive overall results including profitability, growth, and retention.
- Performs other duties as required to best serve customer, team, and management needs.
- Knowledge and understanding of Commercial Property and Casualty insurance principles and practices.
- Self-motivated; must be able to work independently and within a team/group environment and make logical decisions.
- Demonstrates initiative as evidenced by ability to organize and prioritize work.
- Exceptional understanding of principles and processes for providing excellent customer service. This includes meeting established time and quality standards ensuring customer satisfaction
- Proven analytical skills including the ability to identify and report problems or errors while working with significant amounts of detailed information.
- Outstanding attention to detail and organizational skills.
- Ability to use company's commercial rating and policy issuance systems and software programs (MS Word, Excel, Outlook, and Dynamics) needed to conduct daily business.
- Strong Knowledge of Duck Creek, Marketplace, and Small Commercial Inventory Management systems a plus.
- High School Diploma
- College Credits or Insurance Certifications, preferred