Description

• Review submission information with the underwriter, researches and provides analysis of account information, and ensures overall regulatory compliance.
• Compile and document the risk report and underwriting strategy
• Coordinate account processing and servicing
• Coordinate the quoting, booking and issuance process with the CSR and completes the risk report for referral to the Underwriter
• Review, verify, and publish all documents in the electronic customer file
• Research and respond to Producer and Overseas Underwriter inquires
• Serve as the first point of contact for internal and external contacts on account related matters
• Ensure MAX and other tracking systems are updated timely
• Gather and analyze account-specific information (including but not limited to loss information, exposures, financials, loss control reports) and prepares a risk report for referrals to the Underwriter
• Correspond with both local U.S. producers and overseas underwriters to compile necessary information, develop information and recommendations based upon the account review
• Determine strategy in conjunction with the underwriter
• Handle all coordination of accounts being sent to the Processing Center and completes all rating and issuance instructions including appropriate forms, coverages and final premium
• Ensure electronic file integrity and ensures internal and external service standards are met to achieve a high level of customer satisfaction. This position may be assigned renewal underwriting authority.