Sales Underwriter – Commercial Excess & Surplus Lines

JOB SUMMARY:  Accountable for driving, quoting, and closing on Commercial Excess and Surplus lines new business.

CORE VALUE BEHAVIORS TO MEASURE PERFORMANCE

Communicates Effectively, Demonstrates and Promotes Teamwork, Builds, Maintains and Leverages Relationships, Builds Professional & Personal Growth, Demonstrates Commitment to Excellence and Servant Leadership

KEY RESPONSIBILITIES:

• Drive new business in the door by leveraging relationships with agents.
• Manage the sales process from quote to sale to policy delivery with our retail agents.
• Build and maintain relationships with carrier partners.
• Sort and prioritize workflow according to deadlines and daily tasks.
• Meet agency profitability and production objectives.
• Other duties as assigned.

EDUCATION, EXPERIENCE, LICENSURE & CERTIFICATION:

• Bachelor’s Degree in Business Administration, Insurance & Risk Management, or other related field or equivalent work experience.
• Minimum three to five years’ experience in Commercial/Excess and Surplus Lines underwriting.
• Minimum 2 years Brokerage/wholesale experience.
• CPCU/CIC designation preferred or working towards.

KNOWLEDGE, SKILLS & ABILITIES:

• Results driven.
• Proven track record of successful sales experience.  
• Knowledge of insurance General Agency contracts.
• Carrier knowledge to include:  Nautilus, Nationwide E&S Specialty, Atlantic Casualty, Northfield (Travelers), and Western World.
• Comfortable driving discussions with different levels of decision-makers.
• Commitment to an outstanding customer experience.
• Strong organizational and time management skills.
• Ability to work effectively in a team environment or independently as necessary.

SYSTEMS TO LEARN AND UNDERSTAND:

• Microsoft Office 365
• ALIS Agency Management System
• Company online rating systems
   

SUPERVISORY RESPONSIBILITY: This position has no supervisory responsibilities.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  While performing the duties of this job, the employee is regularly required to talk or hear and must have the ability to see details at close range. The employee frequently is required to sit for extended periods of time and will require the use of hands and fingers to handle or feel; move about the office/facility. Some light physical effort is required.

TRAVEL:  Some travel is expected for this position to attend company meetings and events at a minimum of two corporate visits a year. Four weeks of annual travel to outside territory.

WORK CONDITIONS AND WORK ENVIRONMENT: This job operates in a professional office environment or home office setting. Work is performed in a temperature-controlled, non-smoking office. The noise level in the work environment is usually quiet. This role routinely uses standard office equipment such as computers, phones, printers/photocopiers, scanners and fax machines.

GENERAL NOTES:  This job description is not intended to be all-inclusive, additional details will be specified by the manager/supervisor. The employee will also perform other reasonable business duties as assigned by the manager/supervisor. Management reserves the right to change this job description, job responsibilities, duties, and working hours as needs prevail, with or without notice.

If requested in accordance with applicable law, the Company provides reasonable accommodation to known physical and mental limitations of an otherwise qualified employee with a disability to allow him/her to perform essential functions of the job unless the accommodation would impose an undue hardship on the Company.

The Company is an at-will employer. This job description is a guideline and does not constitute a written or implied employment contract.