- Thoroughly review underwriting applications, meticulously tracking and managing documentation requirements.
- Collaborate with third-party research vendors, including Equifax, Dun & Bradstreet, LexisNexis, and CreditSafe, to obtain essential reports.
- Analyze and interpret financial statements to assess the financial health and risk profile of prospective clients.
- Maintain accurate records in our CRM system, meticulously documenting applicant, client, and principal information.
- Facilitate internal communication by preparing and circulating announcements regarding newly approved clients.
- Demonstrate exceptional organizational skills in managing documents and data effectively.
- Proficiency in Microsoft Word, Excel, and Outlook to efficiently manage tasks and communications.
- Strong ability to work independently, demonstrating self-motivation and initiative.
- Exceptional organizational skills and attention to detail, enabling effective management of a high volume of information and tasks.
- Ability to review and analyze financial statements to assess the financial viability of prospective clients.
- Previous office experience, demonstrating familiarity with office procedures and protocols.
- Bachelor's degree in a relevant field such as finance, accounting, or business administration.
- Comfortable with external communication, facilitating interactions with clients and external stakeholders.
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King's Insurance Staffing Cleveland, United StatesOur client, an A-rated National P&C Insurance Leader, is continuing to expand their Contract Surety Bond Division and seeking to add an Executive Contract Surety Underwriting Specialist/Territory Manager to the Pacific Northwest region. This person would be responsible for develo ...
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The Hanover Insurance Group Akron, United StatesWednesday, April 17, 2024 For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we through our values, ESG initiatives and IDE journey. · Our Middle Market depa ...
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tbs specialist: child
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Senior Associate
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KeyCorp Cleveland, United StatesSVP, Portfolio Management (Utilities, Power and Renewable Energy) page is loaded · SVP, Portfolio Management (Utilities, Power and Renewable Energy) · Apply · locations · Cleveland, OH · time type · Full time · posted on · Posted 22 Days Ago · job requisition id · R-231 ...
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TBS Specialist: Child
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Wingspan Care Group Cleveland, United StatesBellefaire JCB is among the nations largest, most experienced child service agencies providing a variety of mental health, substance abuse, education, and prevention services. Bellefaire JCB helps more than 43,000 youth and their families yearly achieve resiliency, dignity and se ...
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TBS Specialist: Child
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KeyBank NA Cleveland, United StatesLocation: 4224 Ridge Lea Road - Amherst, New York 14226 Qualified candidate must report to the Amherst, NY or Brooklyn, OH offices at least 1 day per week. This position is NOT eligible for employment visa sponsorship for non-U.S. citizens. JOB BRIEF (PURPOSE): We are seeking a d ...
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Criterion Executive Search Cleveland, United StatesCommercial Account Manager Cleveland · Cleveland , OH · $75, $95,000.00 / Annual · Posted: 3/29/24, 2:09 PM - Contact: David Frank · Description · Our client, a rapidly growing and unique insurance organization and one of the fastest-growing insurance brokers in the U.S., is ...
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Bellefaire JCB Akron, OH, United StatesBellefaire JCB is among the nation's largest, most experienced child service agencies providing a variety of mental health, substance abuse, education, and prevention services. Bellefaire JCB helps more than 43,000 youth and their families yearly achieve resiliency, dignity and s ...
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TBS Specialist: Child
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Bellefaire JCB Akron, United StatesBellefaire JCB is among the nations largest, most experienced child service agencies providing a variety of mental health, substance abuse, education, and prevention services. Bellefaire JCB helps more than 43,000 youth and their families yearly achieve resiliency, dignity and se ...
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TBS Specialist: Child
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Wingspan Care Group Akron, United StatesBellefaire JCB is among the nations largest, most experienced child service agencies providing a variety of mental health, substance abuse, education, and prevention services. Bellefaire JCB helps more than 43,000 youth and their families yearly achieve resiliency, dignity and se ...
Onboarding & Underwriting Specialist - Pepper Pike, United States - Everstaff
Description
Job Description
Job DescriptionWe are looking for an Onboarding and Underwriting Specialist for our client in Pepper Pilke In this pivotal position, you will serve as the primary point of contact, meticulously evaluating and researching potential new business ventures. Key Responsibilities:EverStaff is an equal opportunity employer (M/F/D/V/SO/GI).
