Underwriting Specialist III

Underwriting Specialist III

Fort Worth, TX

Exp 1-2 yrs

Deg Bach

Bonus

Travel Occasional

Security Clearance Required

Job Description

Job Purpose:

•The Underwriting Specialist III provides technical expertise to credit unions by servicing commercial property and casualty coverage requests, and insurance consultant to both internal and external customers. The Underwriting Specialist III utilizes comprehensive knowledge of policy coverage, loss prevention and full department underwriting authority to complete appropriate applications. 

Job Responsibilities:

•Provide technical expertise to credit unions by servicing commercial property & casualty coverage requests, answering billing questions, resolving problems and issuing coverages within prescribed authority.

•Provide ongoing professional communication with field staff, insured’s, auditors, attorneys and other CUNA Mutual departments via telephone, letters, faxes and Internet. Primary communication is via the telephone.

•Act as an insurance consultant to both internal and external customers.

•Provide web support expertise to customers on CUNA Mutual webinars, added value services, and required renewal questionnaire. 

•Train credit union staff on using the Credit Union Protection website for transmitting requests for coverage changes and completing policy renewal surveys.

•Documentation of all verbal and written communication between internal and external customers using an on-line customer contact tracking system and effectively capture the underwriting decision making process.

Job Requirements:

1.Bachelor’s degree in Business, Insurance, Accounting, or Finance or equivalent trade-off in related professional work experience.

2.0-2 years experience in commercial P&C underwriting or risk management areas or comparable experience in the commercial property and casualty lines field.

3.Demonstrated ability to analyze insuring agreements to determine coverage applicability.

4.Demonstrate written and oral communications skills.

5.Demonstrated effective customer service and problem solving skills.

6.Proficient in PC operations including word processing and Web applications knowledge and Excel.

7.Ability to work efficiently both independently and as part of a team.  

8.Basic Math aptitude.

9.Demonstrated effective multi-tasking.

10.Detail oriented.

11.Property and Casualty Licensed within 90 days of employment in this position.

Does this describe you?

Skills and Certifications 

Do they have commercial P&C experience? 

Do they actively hold their P&C license? 

The Ideal Candidate

1.Bachelor’s degree in Business, Insurance, Accounting, or Finance or equivalent trade-off in related professional work experience.

2.0-2 years experience in commercial P&C underwriting or risk management areas or comparable experience in thecommercial property and casualty lines field.

3.Demonstrated ability to analyze insuring agreements to determine coverage applicability.

4.Demonstrate written and oral communications skills.

5.Demonstrated effective customer service and problem solving skills.

6.Proficient in PC operations including word processing and Web applications knowledge and Excel.

7.Ability to work efficiently both independently and as part of a team.  

8.Basic Math aptitude.

9.Demonstrated effective multi-tasking.

10.Detail oriented.

11.Property and Casualty Licensed within 90 days of employment in this position.