- Own the CPU referral queue during North American business hours, clearing referrals within service levels and delegated authority and escalating where required.
- Prepare, submit and follow through carrier referrals under Coalition’s capacity agreements, including rework and post-response actions.
- Conduct four-eyes and secondary reviews across SME, mid-market and large-risk business, and manage pricing exception requests.
- Document decisions to create usable precedent and maintain a referral decision library for underwriters.
- Identify recurring referral patterns and convert them into guideline revisions, authority adjustments, underwriter coaching and training content.
- Specify automated referral gates and governance flags with Product and Engineering, and track their effect on volume and cycle time.
- Produce referral management information on volumes by trigger, cycle times, outcomes and trends.
- Coordinate CPU responses to North American carrier audits.
- Assist in researching and developing new insurance products.
SQLLooker