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Case Underwriter III

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Requirements:

Bachelor’s Degree and/or 4 – 6 years of related experience OR High School Diploma or GED with 6-8 years of related experience.

Responsibilities:

• Processes, reviews, analyzes and makes informed underwriting decisions.
• Negotiates non-standard broker arrangements.
• Acts in consultative manner with the sales with the intent of getting the most competitive offer to help the sales develop the most competitive proposal offer.
• Proactively monitor the close ratio, participation and persistency results within their assigned regions.
• Report results work closely with their sales representatives to develop an action plan to help increase results.
• Investigates, analyzes and responds to complex internal or external underwriting inquiries and requests, coordinating with multiple internal departments as necessary.
• Learns to underwrite pending files received for review and contestable claims files for underwriting.
• Works with reinsurer on cases that require facultative review.
• Provides training and mentoring to less experienced Underwriters.
• Acts as the underwriting representative at producer VIP meetings for assigned territory.
• Effectively explains underwriting process and rules and answer questions.

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