Description

• Conducts name clearance and processes all transactions in the applicable Chubb System.
• Processes cancellations, BORs , and countersigning. Researches and resolves premium discrepancies and compliance-related issues.
• Books, binds, and issue new line and renewal policies, mid-terms endorsements, and cancellations in applicable rating and issuance systems in accordance with standardized workflows and roles and responsibilities.
• Proactively assists with account management and achievement of service goals.
• Communicate with agents/brokers and underwriters on the status of open items.
• Ensures electronic file integrity
• Coordinates renewal process for the underwriter. Reviews renewal submission for technical completeness and follows up with producer for missing information.
• Analyze renewal account-specific information (including, but not limited to, loss information, financials, application, etc.) Creates underwriting analysis templates and documents templates with renewal changes for referral to the underwriter.
• Perform rating-related tasks in coordination with the transaction.
• Coordinates the quotation process and completes quotes letter for referral to the underwriter.
• Completes and follows up on Manuscript Endorsement Requests.
• Provides new line rating, quoting, and issuance support for template underwriting initiatives
• Coordinates renewal process for the underwriter.
• Reviews renewal submission for technical completeness and follows up with the producer for missing information.
• Participate in ad hoc projects based on business needs
• Attend all relevant UA/underwriting training, Operations/UW department meetings, and renewal account reviews as appropriate.