Underwriting Case Manager

UnderwriterUnderwriterFull TimeRemoteTeam 1-10H1B No SponsorCompany SiteLinkedIn

Location

North Carolina + 1 moreAll locations: North Carolina, Pennsylvania

Posted

4 days ago

Salary

Not specified

English

Job Description

• Responsible for the evaluation and placement of insurance risks for the purpose of determining the best product/premium solution • Typically manages larger, more complex cases • Maintains primary ownership of cases during the underwriting process • Responsible for setting agent/advisor expectations appropriately • Provides an exceptional service experience throughout the process • Researches additional, complex insurance options as needed • Acts as a partner with sales and producers to formulate the best solution for the proposed insured • Negotiates to secure the most competitive offer for placement of policy with the appropriate carrier • Assesses risk and negotiates cases with producers and carriers • Conducts regular proactive case follow-ups via phone and email • Organizes and prioritizes workload to ensure case is processed in a timely manner • Prepares or reviews underwriting summaries for carrier review • Represent company at industry conferences and events • Provides on-going underwriting training to junior staff underwriters and concierge • Carries a caseload of 125-175 larger and more complex cases

Job Requirements

  • Effective interpersonal and written communication skills
  • Ability to provide excellent customer service to both internal and external customers
  • Effective time management skills
  • Ability to prioritize and accomplish multiple tasks simultaneously
  • Capable of working independently as well as in a team environment
  • Ability to work in a self-directed fashion
  • Experience with PCs in a Windows environment
  • Demonstrated proficiency in base computer applications such as Microsoft Office software products
  • Ability to analyze problems and develop solutions
  • Strong knowledge of carrier strengths
  • Ability to identify underwriting strengths particularly on large, more complex or elderly cases
  • Ability to mentor and educate underwriters with less experience
  • Strong analytical, negotiating, influencing skills and decision-making skills
  • Ability to explain underwriting results clearly to agents, sales, and new business
  • Ability to understand and analyze medical and financial documents (more complex multi-impaired and in-depth financial design knowledge)

Benefits

  • PTO
  • medical
  • dental
  • vision
  • retirement savings
  • disability insurance
  • life insurance

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