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Santa Ana

    Underwriter-Santa Ana - CRC Group

    CRC Group
    CRC Group Santa Ana, United States

    5 days ago

    Default job background
    Full time
    Description

    ESSENTIAL DUTIES AND RESPONSIBILITIES
    Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
    1. Underwrite new and renewal business.
    2. Meet or exceed production goals as assigned by TAPCO.
    3. Make approvals and disapprovals of endorsement quote requests according to internal and Company guidelines.
    4. Develop and maintain excellent relationships with clients.
    5. Market TAPCO products and services to clients.
    6. Instruct support staff on the handling of cancellation and non-renewal notices according company requirements.
    7. Review inspection reports and compare to the conditions that were represented to us at the time of quoting and binding and take appropriate or needed actions
    8. Maintain necessary licenses to produce business.

    QUALIFICATIONS

    Required Qualifications:

    The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    1. Licensed in corresponding areas of insurance or willing to obtain appropriate licensures upon hire
    2. Ability to understand and analyze necessary components of insurance policies
    3. Ability to understand the client's needs and have knowledge of the risk profiles associated
    4. Ability to recognize new trends and developments in the insurance industry and be able to incorporate into strategies
    5. Knowledge of commercial multi-line underwriting and rating
    6. Ability to use company automation to include Windows, Word, Excel, TAPSYS
    7. Ability to develop, foster, and maintain an excellent working relationship with agencies
    8. Ability to exercise discretion in making decisions
    9. Leadership and team playing skills
    10. Ability to maintain current knowledge of the insurance industry
    11. Good written and verbal skills
    12. Good telephone communication skills and phone etiquette
    13. Ability to maintain travel schedule depending on the needs of the company
    14. Ability to work extended hours when necessary

    Preferred Qualifications:

    1. Bachelor's degree or appropriate insurance designation
    2. Three years of experience in production and marketing of new accounts
    The annual base salary for this position is $68 - $75.

    General Description of Available Benefits for Eligible Employees of

    Truist Financial Corporation:
     All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
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