Position Summary: Providing underwriting support tasks that require decisions with limited underwriting authority.
Duties and Responsibilities:
Screen applications for missing information. Contact and work with agency to obtain and make initial evaluation of acceptability based on received information.
Revise TAS worksheets and update as needed based on additional information obtained on the insured.
Request and evaluate loss runs.
Review loss activity on renewals.
Request driver list, order and evaluate motor vehicle reports
Initiate cancellation notices.
Review and screen loss control reports. Compare and verify findings with underwriting file information (COPE, sales, payroll, number of employees, etc.). Update Underwriting Checklist as needed. Follow up on outstanding loss control recommendations.
Research insured’s website, social media sites and conduct a general search of internet.
Review and issue endorsements.
Set and follow up on diary items.
Prepare and send conditional renewal notices.
Identify and document marketing classifications.
Prepare quote proposals.
Import email, fax and reports into OnBase.
Follow up on reinsurance certificates
Add SIC on Underwriting Checklist for Commercial Edge business.
Underwrite and issue designated small new non-flow regional business.
Underwrite and issue designated regional renewal business.
Review new business 45 day check list to ensure file is in order – reports ordered, outstanding items addressed and diaries are set.
Form and build relationships with agencies.
Insurance agency or commercial insurance business background desired.
Decision making skills
Internal Number: 26395
About Utica National Insurance Group
If a claim happens, you want to know that the company you have trusted to offer you protection will be there for you. At Utica National, over 1,200 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected.
While we had humble beginnings in 1914, today the Utica National Insurance Group is an award-winning, nationally recognized organization providing personal and commercial insurance products and services.
We are proud to sell our products through more than 2,200 independent insurance agents around the country as we have been since 1928. These agents provide their clients with valuable insight and resources. And, as the second-largest insurer of Agents’ Errors and Omissions (E&O) business in the United States, we insure many of the agents who work with our policyholders.
Together, with our agents, we are committed to providing our mutual policyholders with valuable services and products to help them feel secure.