Team Focus Insurance Group

• Directs and profitably manages all aspects of underwriting and call center operations to meet established standards. • Develops and maintains positive, professional and constructive relationships with carrier partners. • Leads the underwriting and servicing team members in the execution of our business strategy by developing workflows, processes and procedures that align with client and business goals. • Coaches direct reports through regular feedback to provide effective supervision and handling of team member issues including performance, discipline, separation and completion of 30-60-90 Annual performance evaluations, in a timely manner. • Carries out a performance enhancement culture by developing team members for wider roles and responsibilities to foster professional growth and development. • Possesses a clear understanding of multiple carrier underwriting guidelines and maintains an in-depth knowledge of all tools and models used. • Receives and resolves escalated problems as needed for underwriting and service operations. • Works with senior leadership and executives to establish unit goals and budgets, with full accountability for variance measurement and execution on a monthly, quarterly and annual basis. • Partners with Human Resources to hire, train and develop a high-performance service center team. • Assists the senior management team with the implementation of new program management companies and internal functions. • Directly supervises more than two (2) employees in the Call Center and underwriting operations. • Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; and addressing complaints and resolving problems. • Directs and profitably manages underwriting and call center operations, ensuring alignment with carrier underwriting standards, service-level agreements, and organizational financial objectives. • Maintains ownership of operational P&L performance, including expense management, productivity optimization, revenue attainment, and margin improvement initiatives. • Provides underwriting leadership across commercial and personal lines by ensuring accurate risk selection, disciplined decision-making, and adherence to carrier underwriting guidelines and authority levels. • Develops and enforces underwriting quality control procedures designed to minimize errors, reduce rework, and improve first-pass accuracy. • Partners with internal and carrier audit teams to ensure transparency, accountability, and continuous improvement in underwriting execution.

• Customer Support via Phone and Chat • Respond to inbound phone calls and chats from clients and/or agents in a professional and timely manner. • Provide accurate information regarding policies, coverage, billing, payments, and endorsements. • Resolve client inquiries, complaints, and requests efficiently while maintaining a positive customer experience. • Task Management and Processing • Process assigned tasks accurately and efficiently, including policy updates, endorsements, cancellations, and other related transactions. • Prioritize workload to meet service level agreements and departmental standards. • Ensure compliance with company policies, procedures, and regulatory requirements. • Team Collaboration and Continuous Improvement • Collaborate with team members and leadership to share knowledge, improve workflows, and enhance the overall client experience. • Participate in training, coaching, and team meetings to maintain skill proficiency and stay current with policies and procedures.

• Manage the filing of Excess & Surplus Lines taxes in compliance with legal requirements. • Verify that submitted forms align with each state's unique regulatory needs. • Execute filings on state websites or through platforms such as OPTins. • Handle policy stamping and tax payments, ensuring adherence to state-mandated guidelines.

• Leads, manages, and oversees underwriting and service operations delivering outsourced insurance solutions on behalf of multiple carrier partners across commercial and personal lines of business. • Provides strategic and operational leadership to underwriting and call center teams with a strong focus on underwriting excellence, profitability, and execution accuracy. • Responsible for managing carrier relationships, operational performance, and financial outcomes, including accountability for P&L performance, underwriting quality, and achievement of contractual service standards. • Ensures consistent, data-driven decision-making aligned with carrier underwriting guidelines, risk appetite, and company objectives while fostering a high-performance, results-oriented culture. • Directs and profitably manages all aspects of underwriting and call center operations to meet established standards. • Develops and maintains positive, professional and constructive relationships with carrier partners. • Coaches direct reports through regular feedback to provide effective supervision and handling of team member issues including performance, discipline, separation and completion of 30-60-90 Annual performance evaluations, in a timely manner. • Partners with Human Resources to hire, train and develop a high-performance service center team. • Maintains ownership of operational P&L performance, including expense management, productivity optimization, revenue attainment, and margin improvement initiatives.

Company Overview FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. Position Summary The Underwriter I– Commercial Lines is responsible for providing high-level service and underwriting support for a portfolio of small to mid-sized commercial accounts, including select high-profile or complex cases. Core responsibilities include processing policy transactions with underwriting authority, managing endorsement requests, handling certificates of insurance, responding to service inquiries, proactively identifying cross-sell opportunities, and serving as a resource to peers. This role emphasizes technical accuracy, strong communication skills, and a proactive, team-focused approach in delivering exceptional client service. Key Responsibilities: - Underwrite and process commercial lines endorsements within assigned authority levels, ensuring compliance with underwriting guidelines. - Review and manage complex and high-profile accounts, demonstrating advanced knowledge of commercial coverages and risk evaluation. - Issue accurate and timely certificates of insurance and endorsements in accordance with client-specific and regulatory requirements. - Provide expert-level service by responding to policyholder and agent inquiries via phone and email, with attention to detail and resolution follow-through. - Manage workflow from tasks indexed via email and phone calls, maintaining a timely and organized approach to documentation and follow-up. - Support proactive policy renewals by reviewing account history and identifying opportunities to adjust coverage or add value. - Collaborate with cross-functional teams to identify and act on opportunities for cross-selling additional lines of coverage. - Take a lead role in assisting and mentoring peers, offering training support, process clarification, and sharing of best practices as needed. - Serve as a go-to resource for escalated service issues, demonstrating sound judgment and customer-centric problem-solving. - Support quality control initiatives by identifying process inefficiencies, recommending improvements, and assisting with audits when required. - Actively contribute to maintaining client satisfaction scores and service level agreements (SLAs). Required Skills & Qualifications: - Active Property & Casualty Insurance License required; must be able to obtain licensing in all 50 states. - Comprehensive understanding of commercial lines insurance products and risk assessment. - Proven ability to handle more complex or high-exposure accounts with minimal supervision. - Strong verbal and written communication skills with a customer-first mindset. - High degree of accuracy and attention to detail in processing and documentation. - Proficient in agency management systems (e.g., EZLynx) and CRM platforms. - Able to lead by example and provide informal peer coaching and support. Education & Experience: - Associate or bachelor’s degree preferred. - 3–5 years of experience in commercial lines underwriting or servicing with increasing responsibility. - Previous experience working on mid-sized to complex commercial accounts highly desirable. - Call center or high-volume service environment experience is a plus. Work Environment & Physical Requirements: - Remote work schedule, with flexibility to support extended hours up to 8:00 PM ET. - Requires prolonged periods of sitting and use of a computer. - Occasional lifting of up to 10 lbs. - Frequent phone communication with agents and policyholders; ability to manage multiple systems and inquiries simultaneously. Disclaimer: This job description is not intended to be an exhaustive list of duties or responsibilities. Duties and responsibilities may change with or without notice based on business needs. Why join the FOCUS Team? The FOCUS Difference: - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available This position is not able to be performed in California, Colorado, New York or Washington. EEO Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.

Company Overview FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. Position Summary The Underwriter II – Commercial Lines is responsible for providing high-level service and underwriting support for a portfolio of small to mid-sized commercial accounts, including select high-profile or complex cases. Core responsibilities include processing policy transactions with underwriting authority, managing endorsement requests, handling certificates of insurance, responding to service inquiries, proactively identifying cross-sell opportunities, and serving as a resource to peers. This role emphasizes technical accuracy, strong communication skills, and a proactive, team-focused approach in delivering exceptional client service. Key Responsibilities: - Underwrite and process commercial lines endorsements within assigned authority levels, ensuring compliance with underwriting guidelines. - Review and manage complex and high-profile accounts, demonstrating advanced knowledge of commercial coverages and risk evaluation. - Issue accurate and timely certificates of insurance and endorsements in accordance with client-specific and regulatory requirements. - Provide expert-level service by responding to policyholder and agent inquiries via phone and email, with attention to detail and resolution follow-through. - Manage workflow from tasks indexed via email and phone calls, maintaining a timely and organized approach to documentation and follow-up. - Support proactive policy renewals by reviewing account history and identifying opportunities to adjust coverage or add value. - Collaborate with cross-functional teams to identify and act on opportunities for cross-selling additional lines of coverage. - Take a lead role in assisting and mentoring peers, offering training support, process clarification, and sharing of best practices as needed. - Serve as a go-to resource for escalated service issues, demonstrating sound judgment and customer-centric problem-solving. - Support quality control initiatives by identifying process inefficiencies, recommending improvements, and assisting with audits when required. - Actively contribute to maintaining client satisfaction scores and service level agreements (SLAs). Required Skills & Qualifications: - Active Property & Casualty Insurance License required; must be able to obtain licensing in all 50 states. - Comprehensive understanding of commercial lines insurance products and risk assessment. - Proven ability to handle more complex or high-exposure accounts with minimal supervision. - Strong verbal and written communication skills with a customer-first mindset. - High degree of accuracy and attention to detail in processing and documentation. - Proficient in agency management systems (e.g., EZLynx) and CRM platforms. - Able to lead by example and provide informal peer coaching and support. - Education & Experience: - Associate or bachelor’s degree preferred. - 3–5 years of experience in commercial lines underwriting or servicing with increasing responsibility. - Previous experience working on mid-sized to complex commercial accounts highly desirable. - Call center or high-volume service environment experience is a plus. - Work Environment & Physical Requirements: - Remote work schedule, with flexibility to support extended hours up to 8:00 PM ET. - Requires prolonged periods of sitting and use of a computer. - Occasional lifting of up to 10 lbs. - Frequent phone communication with agents and policyholders; ability to manage multiple systems and inquiries simultaneously. - Disclaimer: This job description is not intended to be an exhaustive list of duties or responsibilities. Duties and responsibilities may change with or without notice based on business needs. Why join the FOCUS Team? The FOCUS Difference: - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available This position is not able to be performed in California, Colorado, New York or Washington. EEO Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.

Company Overview FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. Position Objective   The Underwriter I – Commercial Lines plays a vital role in supporting the underwriting and servicing needs of our commercial insurance clients. This position is responsible for providing concierge-level service to insureds and agents by managing small to mid-sized commercial lines accounts. Core responsibilities include processing policy transactions with underwriting authority, managing endorsement requests, handling certificates of insurance, responding to service inquiries, and proactively identifying cross-sell opportunities. The role requires a high level of accuracy, efficiency, and professionalism in a fast-paced, customer-focused environment.       Position Summary   Description  Underwriting & Policy Processing - Underwrite and process commercial lines endorsements within assigned authority levels. - Support proactive policy renewals by reviewing account status and coverage adequacy prior to outreach. - Maintain clear and accurate documentation of all interactions and underwriting decisions in applicable systems. - Monitor outstanding items and follow through on pending requests until resolution, ensuring exceptional customer experience. - Customer & Agent Servicing (Calls/Emails) - Answer inbound phone calls from agents, policyholders, and other stakeholders regarding billing, policy documents, and claims setup. - Review and respond to policy-related inquiries received via phone and email, ensuring timely and thorough resolution. - Manage tasks and service requests indexed through the email and call systems, ensuring timely follow-up and closure.  Certificate & Compliance Processing - Accurately issue certificates of insurance in accordance with client guidelines and state regulations. - Verify compliance requirements related to endorsements, certificates, and renewal documentation. -  Relationship Management & Cross-Selling - Cross-sell additional lines of coverage when appropriate, in alignment with client and company goals. - Establish and maintain positive working relationships with agents, underwriters, and other internal teams.   Education   - Active Property & Casualty Insurance License required; must be able to obtain licensing in all 50 states. - Associate or bachelor’s degree preferred.     Work Experience   - 3–5 years of experience servicing or underwriting commercial property & casualty insurance policies. - Prior experience in an agency or carrier environment with demonstrated customer service skills. - Call center or high-volume client service experience is a strong plus.       Knowledge, Skill and Abilities   - Strong knowledge of commercial lines insurance products and underwriting principles. - Exceptional communication skills, both verbal and written. - High attention to detail with strong organizational and time management abilities. - Proficient in agency management systems such as EZLynx and policy administration platforms. - Ability to multitask and prioritize work in a dynamic, fast-paced environment.   Manager Level   Keep the relevant option and remove the rest.  ☐ Non-Manager/Individual Contributor    Supervisory Responsibility   Keep the relevant option and remove the rest.    ☐ No supervisory responsibility for internal employees          Organizational Structure  Job Title this position reports to:  Supervisor/Team Lead, Client Experience     Working Conditions   - Remote work schedule with flexibility required to support extended business hours (up to 8:00 PM ET). - Prolonged periods of sitting and computer use. - Occasional lifting up to 10 lbs. - Ability to speak clearly over the phone and manage multiple systems simultaneously.       FLSA Status   The FLSA status for this position will be determined by the Compensation or HR team    Why join the FOCUS Team? The FOCUS Difference: - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available This position is not able to be performed in California, Colorado, New York or Washington. EEO Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.

Company Overview FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. Position Summary The Underwriter II – Commercial Lines is responsible for providing high-level service and underwriting support for a portfolio of small to mid-sized commercial accounts, including select high-profile or complex cases. Core responsibilities include processing policy transactions with underwriting authority, managing endorsement requests, handling certificates of insurance, responding to service inquiries, proactively identifying cross-sell opportunities, and serving as a resource to peers. This role emphasizes technical accuracy, strong communication skills, and a proactive, team-focused approach in delivering exceptional client service. Key Responsibilities: - Underwrite and process commercial lines endorsements within assigned authority levels, ensuring compliance with underwriting guidelines. - Review and manage complex and high-profile accounts, demonstrating advanced knowledge of commercial coverages and risk evaluation. - Issue accurate and timely certificates of insurance and endorsements in accordance with client-specific and regulatory requirements. - Provide expert-level service by responding to policyholder and agent inquiries via phone and email, with attention to detail and resolution follow-through. - Manage workflow from tasks indexed via email and phone calls, maintaining a timely and organized approach to documentation and follow-up. - Support proactive policy renewals by reviewing account history and identifying opportunities to adjust coverage or add value. - Collaborate with cross-functional teams to identify and act on opportunities for cross-selling additional lines of coverage. - Take a lead role in assisting and mentoring peers, offering training support, process clarification, and sharing of best practices as needed. - Serve as a go-to resource for escalated service issues, demonstrating sound judgment and customer-centric problem-solving. - Support quality control initiatives by identifying process inefficiencies, recommending improvements, and assisting with audits when required. - Actively contribute to maintaining client satisfaction scores and service level agreements (SLAs). Required Skills & Qualifications: - Active Property & Casualty Insurance License required; must be able to obtain licensing in all 50 states. - Comprehensive understanding of commercial lines insurance products and risk assessment. - Proven ability to handle more complex or high-exposure accounts with minimal supervision. - Strong verbal and written communication skills with a customer-first mindset. - High degree of accuracy and attention to detail in processing and documentation. - Proficient in agency management systems (e.g., EZLynx) and CRM platforms. - Able to lead by example and provide informal peer coaching and support. Education & Experience: - Associate or bachelor’s degree preferred. - 3–5 years of experience in commercial lines underwriting or servicing with increasing responsibility. - Previous experience working on mid-sized to complex commercial accounts highly desirable. - Call center or high-volume service environment experience is a plus. Work Environment & Physical Requirements: - Remote work schedule, with flexibility to support extended hours up to 8:00 PM ET. - Requires prolonged periods of sitting and use of a computer. - Occasional lifting of up to 10 lbs. - Frequent phone communication with agents and policyholders; ability to manage multiple systems and inquiries simultaneously. Disclaimer: This job description is not intended to be an exhaustive list of duties or responsibilities. Duties and responsibilities may change with or without notice based on business needs. Why join the FOCUS Team? The FOCUS Difference: - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available This position is not able to be performed in California, Colorado, New York or Washington. EEO Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Deliver exceptional customer service in a fast-paced call center environment by handling inbound calls, chats, and task processing from clients and agents regarding all personal lines insurance policies. Responsibilities include, but are not limited to: - Answering policy questions - Processing endorsement changes - Handling cancellation requests - Assisting with policy payments and billing inquiries - Providing requested documentation The role requires the ability to multitask efficiently, maintain accuracy under pressure, and provide a positive client experience while meeting service standards and performance metrics. Qualifications - Two (2) years Agency experience in Personal Lines including homeowners and other lines; or equivalent combination of education and experience - Knowledge of Property/Casualty Insurance operations and policy elements preferred - Strong verbal and written communication skills - Proficiency with insurance systems and standard office software - Self-motivated, disciplined, and able to maintain productivity without direct supervision - An active 2-20 or 4-40 license, or industry designation such as CPCU or CIC, is preferred Requirements - Respond to inbound phone calls and chats from clients and/or agents in a professional and timely manner - Provide accurate information regarding policies, coverage, billing, payments, and endorsements - Resolve client inquiries, complaints, and requests efficiently while maintaining a positive customer experience - Process assigned tasks accurately and efficiently, including policy updates, endorsements, cancellations, and other related transactions - Prioritize workload to meet service level agreements and departmental standards - Ensure compliance with company policies, procedures, and regulatory requirements - Collaborate with team members and leadership to share knowledge, improve workflows, and enhance the overall client experience - Participate in training, coaching, and team meetings to maintain skill proficiency and stay current with policies and procedures - Ability to handle difficult or upset clients professionally, using effective de-escalation techniques to resolve issues and maintain positive customer relationships - Strong problem-solving and conflict-resolution skills - Ability to troubleshoot workflow or system issues and provide guidance to team members on technology use Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Reviews and analyzes applications, inspections, endorsements, cancellations, and reinstatements to determine policy eligibility while adhering to underwriting rules and guidelines. Accepts or rejects applications and makes risk selections on behalf of the carrier client within underwriting rules and guidelines. Handles inbound and outbound calls and chats from agents and clients to provide guidance on policy forms, coverage, and underwriting decisions. Processes tasks across new business, inspections, endorsements, cancellations, and reinstatements to ensure timely and accurate workflow completion. Develops and maintains strong agent relationships and acts as a subject matter expert by providing guidance on policy forms, coverage, and departmental processes to both external agents and internal team members. Qualifications - Bachelor’s degree from a four-year college or university preferred. - Three (3) to five (5) years of underwriting experience in Personal Lines including homeowners and other lines; or equivalent combination of education and experience required. - Must have general knowledge of insurance statutes, regulations, and policies. Requirements - Strong knowledge of Property/Casualty insurance underwriting principles and personal lines policy elements. - Ability to analyze complex applications and make informed risk decisions. - Excellent verbal and written communication skills. - Strong organizational, time management, and decision-making skills. - Ability to handle multiple tasks, prioritize workload, and maintain high accuracy. - Customer service and conflict-resolution skills, including handling agent or client inquiries professionally. - An active 2-20 or 4-40 license, or industry designation such as CPCU or CIC, is preferred. - Must be self-motivated, organized, and able to maintain productivity without direct supervision. Benefits - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available Working Conditions - Position is fully remote; employee is expected to maintain a dedicated, distraction-free workspace. - Employee is responsible for providing a reliable internet connection that meets minimum speed requirements. - Use of a company-provided computer, headset, and other necessary equipment is required. - Work schedule may include standard business hours; flexibility may be required to meet peak call/chat volumes. - Ability to manage multiple communication channels (calls, chats, task systems) efficiently from home. - Must adhere to data security and confidentiality standards while handling sensitive client and policy information.