Assistant Underwriter - Fort Wayne, United States - Brotherhood Mutual

Description

Job Title: Assistant Underwriter

FLSA Status: Non-Exempt

Job Family: Underwriting

Department: Underwriting

Location: Home Office in Fort Wayne, IN (Non-Remote)

JOB SUMMARY
Responsible within assigned authority to evaluate, classify and process policy change requests (PCRs)
for church and related ministry business, and complete audits on policies with audit-able premiums
consistent with company established standards for growth and profitability. Provide assistance as needed
to agents in resolving issues with existing policies and/or answer questions with respect to coverage
existence or availability.

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential
functions.

• Effectively process agent and underwriting policy change requests (PCRs) on current policies that
  are primarily of a minor to moderate complexity.
• Assist other underwriters, within assigned authority, in the evaluation, classification and pricing of
  new and renewal church and related ministry accounts that are primarily of small size and/or
  minor complexity. Follow-up with agents to obtain information requested by other underwriters.
• Negotiate underwriting issues with agents within established guidelines or guidance from regional
  underwriters.
• Answer agent inquiries regarding our products and procedures submitted via email or the
  Regional Team line.
• Appropriately document all files so that other underwriters, department and company
  management, and external auditors can identify and understand decisions made and actions
  taken.
• Effectively prioritize and process workload to meet company service standards for agents and
  policyholders.
• Accurately underwrite and process auto and worker's compensation policies within established
  guidelines and assigned authority.
• Accurately underwrite audits on audit-able premium policies with proper follow up to agents and
  policyholders.
• Accurately apply underwriting guidelines and adhere to all state and federal regulations in the
  completion of all work.
• Prepare quotes and renewals for underwriters by gathering appropriate information on the
  Underwriting Analysis form for Underwriter review.
• Assist Underwriting Services personnel by answering questions and supplying needed
  information.
• Complete other projects as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform
each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.

• Demonstrated ability to meet basic math and writing competency.
• Must have demonstrated proficiency in using computers and business software applications.
• Must display the ability to make independent decisions on accounts of a routine or minor nature.
• Must have strong organizational skills.
• Must have the ability to handle difficult situations in a diplomatic manner and use negotiation skills
  in the resolution of underwriting and agency differences.
• Must be able to effectively and professionally communicate both orally and in writing.
• Must be comfortable working in a dynamic environment.
• Must possess strong interpersonal skills and present a positive and professional image of the
  company.
• Effectively interface with external contacts, Brotherhood employees, managers, and department
  staff members.

EDUCATION AND/OR EXPERIENCE
List Degree Requirement, Years' Experience, and Certifications
Education and/or Experience

• Must have a high school diploma or equivalent.
• Associate or Bachelor's degree is desired.
• Must have one to three years of general business, insurance, or related experience.
• AU, CISR, or other insurance related coursework is desired.
• One to three years of Property and Casualty insurance rating systems, underwriting, or other
  insurance related experience is desired.
• Customer service related experience is desired.

Terms and Conditions

This description is intended to describe the general content of and requirements for the
performance of this position. It is not to be construed as an exhaustive statement of duties,
responsibilities, or requirements.

Because the company's niche is the church and related ministries market, and because effective
service requires a thorough understanding of this market, persons in this position must be
familiar with church operations and must conduct themselves in a manner that will neither
alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this
position description in any way the company desires. This job description in no way implies that
these are the only duties, including essential duties, to be performed by the employee occupying
this position. This position description is not an employment contract, implied or otherwise. The
employment relationship remains "at-will".