• Assist on a book of renewal accounts, conducting underwriting reviews 90 days before expiration, and flagging any risks outside program parameters.
• Assess if risks fall within underwriting appetite and authority, and send legal notices if required.
• Refer cases outside authority level to the lead underwriter with a complete assessment.
• Maintain organized electronic policy files according to department standards.
• Issue policies (Package, Commercial Marine, Umbrella/Bumbershoot) within 48 hours of receipt using automated systems.
• Follow up with brokers for missing documentation to ensure compliance.
• Order and review motor vehicle reports (MVR), notifying lead underwriter of any concerns.
• Request and follow up on loss control surveys.
• Process endorsements, cancellations, and reinstatements.
• Assist with new business rating and report ordering as needed.
• Communicate with brokers regarding policy questions, coverage, and billing.

• Associate’s Degree or equivalent for two-year college or technical school; or at least one year related experience and/or training; or equivalent combination of education and experience.
• Ability and desire to continue professional development through industry and/or outside courses to obtain a professional designation.