The Underwriting Associate is responsible for supporting the underwriting process within the Major Accounts Property group. This position is accountable for collaborating with underwriters to achieve growth, profit, renewal retention and service objectives for a specific book of business. The Underwriting Associate will prepare renewal information for review by the underwriter and translate data into policy registration and issuance instructions or at times performing data entry tasks. Working closely with operations and underwriting leadership the Underwriting Associate will ensure the achievement of contract certainty, premium registration and underwriting file upload objectives.
• Contributing to achievement of Region, Profit Center(s) and corporate goals relating to profit, renewal retention, rate, exposure, customer service and producer/client relations.
• Processing renewals within underwriting criteria & guidelines
• Booking monthly reported arrears policy premium as well as analyzing reports for accuracy.
• Completing endorsement reviews.
• Ensuring proper form attachment (E.G. privacy notices, State specific forms, ERISA, etc).
• Researching and resolving all premium discrepancies.
• Handling ERISA/ 5500 regulatory processing. Includes data collection accuracy and discrepancy reconciliation.
• Maintaining accurate records and processes for group mailboxes and shared drives (including protected drive files).
• Handling invoicing / check requests while maintaining sufficient expense coding knowledge to process standard requests.
• Maintaining top level customer service for 1-800 telephone support.
• Assisting other Team members as needed and/or in their absence.
• Providing input and achieving all Business Goals and Objectives.
• Demonstrates technical expertise and insurance product specific knowledge.
• Strong interpersonal, communication, teamwork, and analytical skills.
• Exceptional customer focus and ‘once and done’ service support.
• Able to deal with ambiguity and change in work environment and processes.
• Adept at building/enhancing relationships and service delivery.
• Ability to effectively interact with all levels of internal and external business partners.
• Knowledge of Microsoft Office Suite
Education and Experience:
• Associate or Bachelor’s degree preferred and/or equivalent work experience
• Customer service/insurance experience a plus
The pay range for the role is $ 43,700 to $74,200. The specific offer will depend on an applicant’s skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.