INSURICA, Inc

Role Description The Underwriter I position is responsible for profitability, growth, and retention of assigned book of business, in support of company goals and objectives, by managing account activities and following sound practices (marketing/soliciting/underwriting/production) and service standards on their assigned book/team of new and renewal business. Essential Functions: - Underwrite risks for assigned producers, and/or assigned team or jurisdiction, within established guidelines and within personal authority level. - Review, quote, and bind new submissions and renewal business within company standards and systems. - Meet all current, pre-established, premium production objectives by writing profitable business within the established company standards and systems. - Market First Light products to brokers, prospects, and insureds, including travel to producer/prospect locations. - Serve as an active participant of the underwriting team to meet objectives, as well as identify and resolve teamwork issues. - Accurately document files with account analysis, underwriting, and financial documentation, within established standards. - Build and effectively maintain successful relationships with clients and carriers. - Assist in training all new underwriting personnel, including participation in training sections. - Review all activities relating to the public, customers and companies to avoid issues involving potential errors and omissions. - Participate in seminars and other training to maintain required licenses and for knowledge and skill development. This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description. Telecommuting opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department. Qualifications - 1-3 Years of previous commercial underwriting (casualty risk) preferred. - Bachelor’s Degree or the equivalent in related work experience. - Insurance-related certifications/designations (CIC, INS, CPCU, AU) preferred. Requirements - Analytical and detail-oriented, with excellent organizational and planning skills and the ability to manage and complete multiple tasks within established deadlines. - Effective negotiation and critical thinking skills. - Proven and demonstrated commitment to a results-driven performance. - Ability to function effectively within established regulations, guidelines, and procedures, and make decisions accordingly. - Ability to understand and carry out complex instructions, as well as prepare and maintain complex records and files. - Effectively operate with a commitment to quality, integrity, and ethical functions. - Ability to build and maintain successful relationships. - Strong computer skills, with a focus on the Microsoft Office suite of products (Excel, Access, Word, Outlook, Teams, etc.) as well as effectively utilize the agency management systems. - Ability to travel, occasionally overnight, approximately 10%. - Ability to work within a fast-paced, changing priority environment. - Self-motivated, with the initiative to prioritize and be self-directed. - Regular and punctual attendance is required. - Ability to communicate effectively, both verbally and in writing. - Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels. - Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency. - Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality. Working Conditions and Reasonable Accommodations - Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities. - Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently. - Ability to lift up to 20 pounds occasionally. - Requires operation of a computer workstation, including keyboard and video display. - All requirements may be modified to reasonably accommodate physical or mental impairment.

Role Description The Underwriter I position is responsible for profitability, growth, and retention of assigned book of business, in support of company goals and objectives, by managing account activities and following sound practices (marketing/soliciting/underwriting/production) and service standards on their assigned book/team of new and renewal business. Essential Functions - Underwrite risks for assigned producers, and/or assigned team or jurisdiction, within established guidelines and within personal authority level. - Review, quote, and bind new submissions and renewal business within company standards and systems. - Meet all current, pre-established, premium production objectives by writing profitable business within the established company standards and systems. - Market First Light products to brokers, prospects, and insureds, including travel to producer/prospect locations. - Serve as an active participant of the underwriting team to meet objectives, as well as identify and resolve teamwork issues. - Accurately document files with account analysis, underwriting, and financial documentation, within established standards. - Build and effectively maintain successful relationships with clients and carriers. - Assist in training all new underwriting personnel, including participation in training sections. - Review all activities relating to the public, customers and companies to avoid issues involving potential errors and omissions. - Participate in seminars and other training to maintain required licenses and for knowledge and skill development. Qualifications - 1-3 Years of previous commercial underwriting (casualty risk) preferred. - Bachelor’s Degree or the equivalent in related work experience. - Insurance-related certifications/designations (CIC, INS, CPCU, AU) preferred. Knowledge, Skills, and Abilities - Analytical and detail-oriented, with excellent organizational and planning skills and the ability to manage and complete multiple tasks within established deadlines. - Effective negotiation and critical thinking skills. - Proven and demonstrated commitment to a results-driven performance. - Ability to function effectively within established regulations, guidelines, and procedures, and make decisions accordingly. - Ability to understand and carry out complex instructions, as well as prepare and maintain complex records and files. - Effectively operate with a commitment to quality, integrity, and ethical functions. - Ability to build and maintain successful relationships. - Strong computer skills, with a focus on the Microsoft Office suite of products (Excel, Access, Word, Outlook, Teams, etc.) as well as effectively utilize the agency management systems. - Ability to travel, occasionally overnight, approximately 10%. - Ability to work within a fast-paced, changing priority environment. - Self-motivated, with the initiative to prioritize and be self-directed. - Regular and punctual attendance is required. - Ability to communicate effectively, both verbally and in writing. - Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels. - Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency. - Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality. Working Conditions and Reasonable Accommodations - Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities. - Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently. - Ability to lift up to 20 pounds occasionally. - Requires operation of a computer workstation, including keyboard and video display. - All requirements may be modified to reasonably accommodate physical or mental impairment.

Role Description The Underwriter II is responsible for profitability, growth, and retention of assigned book of business, in support of company goals and objectives, by managing account activities and following sound practices (marketing/soliciting/underwriting/production) and service standards on new and renewal business. The Underwriter II will also assist/mentor other Underwriters, ensuring the quality and integrity of underwriting processes and activities of the team. Essential Functions: - Underwrite risks for assigned producers, and/or assigned team or jurisdiction, within established guidelines and within personal authority level. - Review, quote, and bind new submissions and renewal business within agency standards and systems. - Meet all current, pre-established, premium production objectives by writing profitable business within the established agency standards and systems. - Market First Light products to brokers, prospects, and insureds, including travel to producer/prospect locations. - Serve as an active participant of the underwriting team to meet objectives, as well as identify and resolve teamwork issues. - Accurately document files with account analysis, underwriting, and financial documentation, within established standards. - Build and effectively maintain successful relationships with clients and carriers. - Assist in training all new underwriting personnel, including participation in training sections. - Assist in developing reports and analyses of underwriting efforts and results. - Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions. - Participate in seminars and other training to maintain required licenses and for knowledge and skill development. This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description. Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department. Qualifications - 3 – 5 years of previous commercial underwriting (casualty risk) preferred. - Bachelor’s Degree or the equivalent in related work experience. - Insurance-related certifications/designations (CIC, INS, CPCU, AU) preferred. Requirements - Analytical and detail-oriented, with excellent organizational and planning skills and the ability to manage and complete multiple tasks within established deadlines. - Effective negotiation and critical thinking skills. - Proven and demonstrated commitment to a results-driven performance. - Ability to function effectively within established regulations, guidelines and procedures and make decisions accordingly. - Ability to understand and carry out complex instructions, as well as prepare and maintain complex records and files. - Effectively operate with a commitment to quality, integrity and ethical functions. - Ability to build and maintain successful relationships. - Strong computer skills, with a focus on the Microsoft Office suite of products (Excel, Access, Word, Outlook, Teams, etc.) as well as effectively utilize the agency management systems. - Ability to travel, occasionally overnight, approximately 10%. - Ability to work within a fast paced, changing priority environment. - Self-motivated, with the initiative to prioritize and be self-directed. - Regular and punctual attendance is required. - Ability to communicate effectively, both verbally and in writing. - Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels. - Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies and the Agency. - Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality. Working Conditions and Reasonable Accommodations - Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities. - Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently. - Ability to lift up to 20 pounds occasionally. - Requires operation of a computer workstation, including keyboard and video display. - All requirements may be modified to reasonably accommodate physical or mental impairment.

Role Description The AVP of Operations is responsible for the overall management of operations that support underwriting, including, but not limited to: - Development, management, and monitoring of submission clearance - File construction and retrieval - Processing and invoicing bound new and renewal business - Policy issuance - Processing policy change requests or endorsements - Processing of all administrative work related to submissions and in-force policies The AVP of Operations is responsible for the direct management of a team that supports the overall underwriting operations function, ensuring effective process metrics are met or exceeded, as well as providing excellent customer service. Qualifications - 7 – 9 years of previous underwriting operations or general underwriter/agent experience in a commercial insurance setting preferred - 2 – 4 years of previous supervisory experience preferred - Bachelor’s degree in business, finance, or other related discipline preferred Requirements - Strong working knowledge of insurance underwriting - Strong PC skills, with a focus on the Microsoft Office suite of products (Word, Excel, Outlook, Teams, etc.) and the ability to work within agency management systems - Organized and analytical, with a strong attention to detail - Ability to work within a fast-paced, changing priority environment - Ability to maximize staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining staff; encouraging and supporting professional development; coordinating and ensuring effective utilization of systems; ensuring adherence to policies, procedures, and productivity standards - Self-motivated, with the initiative to prioritize and be self-directed - Regular and punctual attendance is required - Ability to communicate effectively, both verbally and in writing - Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels - Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency - Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality Company Description

Role Description The AVP of Operations is responsible for the overall management of operations that support underwriting, including, but not limited to: - Development, management, and monitoring of submission clearance - File construction and retrieval - Processing and invoicing bound new and renewal business - Policy issuance - Processing policy change requests or endorsements - Processing of all administrative work related to submissions and in-force policies The AVP of Operations is responsible for the direct management of a team that supports the overall underwriting operations function, ensuring effective process metrics are met or exceeded, as well as providing excellent customer service. Qualifications - 7 – 9 years of previous underwriting operations or general underwriter/agent experience in a commercial insurance setting preferred - 2 – 4 years of previous supervisory experience preferred - Bachelor’s degree in business, finance, or other related discipline preferred Requirements - Strong working knowledge of insurance underwriting - Strong PC skills, with a focus on the Microsoft Office suite of products (Word, Excel, Outlook, Teams, etc.) and the ability to work within agency management systems - Organized and analytical, with a strong attention to detail - Ability to work within a fast-paced, changing priority environment - Ability to maximize staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining staff; encouraging and supporting professional development; coordinating and ensuring effective utilization of systems; ensuring adherence to policies, procedures, and productivity standards - Self-motivated, with the initiative to prioritize and be self-directed - Regular and punctual attendance is required - Ability to communicate effectively, both verbally and in writing - Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels - Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies and the Agency - Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality Benefits - Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Work Conditions - Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently - Ability to lift up to 20 pounds, occasionally - Requires operation of a computer workstation, including keyboard and video display - All requirements may be modified to reasonably accommodate physical or mental impairment

Role Description The Broker Assistant provides administrative support to daily Broker operations by effectively processing new business accounts and maintaining compliant customer records, ensuring accuracy and organization of all information. The Broker Assistant is also responsible for handling client service inquiries, ensuring excellent customer service. - Effectively enter and process new business submissions received, ensuring accuracy and timeliness. - Maintain and update customer files to ensure compliance with company and carrier requirements. - Answer inbound calls promptly and accurately route them to the appropriate team or contact. - Accurately enter initial quoting information into agency system(s). - Organize and manage documentation within internal systems. - Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions. - Participate in seminars and other training to maintain required licenses and for knowledge and skill development. This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description. Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department. Qualifications - 1 – 2 years of previous commercial transportation experience preferred. - High School diploma or GED equivalent preferred. Requirements - Strong data entry skills with a high level of accuracy. - Organized and analytical, with a strong attention to detail. - Ability to manage time, prioritize tasks, and handle multiple assignments efficiently. - Ability to work within a fast-paced, changing priority environment. - Self-motivated, with the initiative to prioritize and be self-directed. - Regular and punctual attendance is required. - Ability to communicate effectively, both verbally and in writing. - Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels. - Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency. - Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality. Work Conditions - Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently. - Ability to lift up to 20 pounds, occasionally. - Requires operation of a computer workstation, including keyboard and video display. - All requirements may be modified to reasonably accommodate physical or mental impairment.

Role Description The Commercial Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls, and ensuring correct information is input into the automation systems to achieve the quality and service standards developed by the agency. Essential Functions: - Provide prompt, courteous, knowledgeable service to customers and prospects - Process endorsements, certificates, and invoices for all transactions as per instructions from the Account Manager - Assist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standards - Invoice-assigned commercial premium transactions following agency procedures and guidelines - Process confirmed cancellations - Maintain working knowledge of all company change procedures - Support the department with computer and word processing skills, including rating programs in our automation system - Maintain client files on computer systems - Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions - Participate in seminars and other training to maintain required licenses and for knowledge and skill development Qualifications - Property and Casualty license or willingness and ability to quickly obtain a preferred - Previous insurance experience preferred - CISR designation preferred - Associate degree preferred Requirements - Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data - Intermediate PC skills, with the ability to effectively utilize the agency's management systems - Ability to work within a fast-paced, changing priority environment - Self-motivated, with the initiative to prioritize and be self-directed - Regular and punctual attendance is required - Ability to communicate effectively, both verbally and in writing - Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels - Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency - Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality Working Conditions and Reasonable Accommodations - Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities - Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently - Ability to lift up to 20 pounds occasionally - Requires operation of a computer workstation, including keyboard and video display - All requirements may be modified to reasonably accommodate physical or mental impairment

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Underwriting Assistant will be responsible for assisting the Underwriting team with the following tasks: - Clearing and logging in of new business submissions - File construction of new business submissions, and file retrieval and construction of renewal submissions - Processing and invoicing bound new and renewal business per binder - Policy construction and issuance - Processing Policy Change Request or Endorsements per the instructions of the Underwriter - Processing of all administrative work related to submissions and in-force policies Job Functions: - Review policies for correctness before issuing - Liaison with agency and broker representatives, handling questions or directing to the appropriate person, and handling requests for information (i.e., loss run requests) - Process suspense items as requested - Clear and log in new business submissions - For renewals, retrieve the expiring policy file and prepare the renewal submission file for the underwriter - Process binder and produce policy for issuance - Follow up on all outstanding information listed in quote letters that has not yet been received - Send out initial renewal notices 120 days prior to the renewal date, and suspend follow-up; refer to the underwriter 45 days before renewal - Obtain all necessary information, including renewal application information, updated loss information, etc. - Issue all policy endorsements for policies providing additional coverage, including waivers of subrogation, additional insureds, etc. Additional Responsibilities: - This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. - Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description. - Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department. Qualifications - High school diploma or the equivalent - Minimum 2 years of insurance experience required - Experience in underwriting and pricing endorsements preferred Requirements - Knowledge of business terminology, spelling, grammar, arithmetic and office practices - Strong interpersonal skills - Excellent oral and written communication skills - Excellent organizational and planning skills - Ability to make decisions according to rules, regulations and procedures - Ability to input and retrieve information from a personal computer (Microsoft Word experience preferred) - Ability to understand and carry out complex instructions - Ability to prepare and maintain complex records and files - Ability to be detail-oriented - Ability to work independently and as part of a team - Ability to comprehend insurance and environmental/technical subjects - Discretion in handling confidential/sensitive information - Highly professional attitude and demeanor - Highly motivated Work Conditions - Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently - Ability to lift up to 20 pounds, occasionally - Requires operation of a computer workstation, including keyboard and video display - All requirements may be modified to reasonably accommodate physical or mental impairment