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Responsible for quoting, binding and retaining profitable insurance accounts.


  • Work with established programs/markets to quote and sell insurance to retail and wholesale agents nationally

  • Provide timely turnaround for all quote requests and applications

  • Maintain underwriting standards and best practices and ensure that underwriting revenue results meet or exceed plan

  • Compile and summarize pertinent data into underwriting file (electronic)

  • Develop new retail agent opportunities

  • Deliver high quality /accuracy of the product for client’s new and or existing accounts

  • Use sound judgment and independent thinking to achieve the maximum result within authority guidelines

  • Escalate risks that are beyond assigned authority to underwriting management for evaluation and direction

  • Organize and prepare program renewal information to present carrier partners

  • Works independently with moderate guidance and supervision

  • Actively seeks out new and challenging projects

  • Follow underwriting guidelines and compliance procedures

  • Performs other duties as required


  • Experience with automated systems and Microsoft Office products

  • Knowledge of Professional Liability programs preferred

  • Ability to build and maintain strong relationships

  • Dependability, strong attention to detail, and ability to follow/interpret procedures

  • Possess strong problem solving , communication and organizational skills

  • Sound judgment and decision making and explains and documents reasons for decisions

  • Ability to work within the underwriting guidelines with appropriate follow-up skills

  • Ability to learn multiple products quickly to support revenue growth for program business

  • Strong written and verbal communication skills necessary to communicate in a professional manner with the marketplace as well as colleagues


  • Bachelor’s degree or commensurate experience

    • 5+ years of underwriting P&C business

    • Knowledge of Professional Liability underwriting processes preferred

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