Religious Organizations Field Underwriting Specialist - Remote Opportunity - The Mutual Group

As the Field Underwriting Specialist, you are responsible for the following:

Responsibilities:

• Delivers profitable outcomes on complex niche business through effective risk selection by:

• Analyzing, selecting and profitably pricing business and determining terms and conditions of coverage that are adequate competitive for the market.
• Utilizing a consultative selling approach by assessing the needs of the agent and the insured and formulating mutually beneficial solutions.
• Examining inspection reports, location, risk, financial and other available tools and reports to accept or reject new business.
• Communicating with Risk Control for inspections, follow ups and service needs for insureds.
• Escalating referrals in a timely manner.
• Handling or providing support for complex casualty exposure and/or more challenging states: risk, regulatory environment, and CAT exposure.
• Adhering to service expectations and regulatory compliance by the timely release of renewals, non-renewals and conditional notices.

• Accountable for achieving key performance indicators and the overall health of their assigned distribution partners within the portfolio including:

• Developing and furthering successful relationships with assigned distribution partners within the portfolio by
  • Having regularly scheduled, pre-renewal and portfolio review calls.
  • Meeting voice of the customer guidelines.
  • Traveling to distribution partner offices.
  • Pipelining and actively seeking new business opportunities.
• Consistently meeting our voice of the customer standards.
• Managing risk portfolio by identifying and addressing growth, rate, retention and profitability concerns that are not tracking with portfolio objectives.
• Coordinating with distribution team to resolve issues, concerns or conflict and oversee change management.
• Proactively growing and expanding distribution opportunities and relationships within the assigned territory.
• Communicating regularly with portfolio team members on health of assigned agencies and market conditions that could impact the portfolio.

• Cultivate a High Performing Culture

• Modeling the standard for service and responsiveness.
• Mentoring support staff and and lower level underwriters throughout their career development.
• Identifying talent development and training needs, facilitating training for the niche, to continually develop underwriting acumen and critical thinking skills.
• Conduct peer audits and approve underwriting decisions (LOAs) for lower authority levels.
• Assist in the training of new hires and internal promotions by providing continuous mentoring and feedback to foster successful employee development.
• Interacts regularly with portfolio team members regarding workflow, referrals, and market conditions.
• Reviewing, mentoring, and approving referrals for lower authority level associates.
• Leads or acts as SME for organizational initiatives or projects.
• Provide backup support for Portfolio Management Leader in their absence or during times of increased workload.
• Perform other related work as assigned.

Required Qualifications:

• High School diploma, or equivalent.
• Bachelor’s degree in business administration, finance or related field of study preferred.
• Chartered Property Casualty Underwriter (CPCU), Insurance Institute of America (IIA) or other related industry designation desired
• Seven years of progressively responsible experience in commercial underwriting, including three years in a property and casualty insurance company.

 Recommended Qualifications:

• Broad knowledge of common terms, practices, processes and regulations in the P&C insurance industry.
• An ability to consistently apply advanced underwriting concepts and practices within the P&C underwriting field.
• Adept at applying negotiating skills, reasonableness and exercising sound judgment in analysis and decision making processes.
• Ability to convey clear & concise information to others utilizing excellent verbal and written communication skills.
• Advanced analytical, problem-solving and decision-making skills.
• Strong customer service orientation.
• Advanced knowledge of Microsoft products including a strong foundation in Excel (pivot tables, vlookups, etc.) for the purpose of strategic analysis.
• Strong attention to numeric and other details.
• Strong customer service orientation.
• Organizational skills and ability to manage large work volume and meet tight deadlines.

Compensation:

• $66,600 - $111,000 commensurate with experience, plus bonus eligibility
• $73,500 - $122,500 commensurate with experience in CA, CT, MA, NJ, NY, and PA, plus bonus eligibility

Benefits:

We are proud to offer a robust benefits suite that includes:

• Competitive base salary plus incentive plans for eligible team members
• 401(K) retirement plan that includes a company match of up to 6% of your eligible salary
• Free basic life and AD&D, long-term disability and short-term disability insurance
• Medical, dental and vision plans to meet your unique healthcare needs
• Wellness incentives
• Generous time off program that includes personal, holiday and volunteer paid time off
• Flexible work schedules and hybrid/remote options for eligible positions
• Educational assistance

#TMG