Underwriting
Dive into the analytical side of insurance. Learn to evaluate applications, calculate risks, and set premiums. Advanced certifications like the Chartered Insurance Professional (CIP) designation are valuable for this career path.
OVERVIEW
Overview
Underwriting Account Manager Description
Our Personal Lines Advisors are an integral part of our team and a key point of contact for our clients. You will help clients insure their homes, condos, rentals, seasonal items, toys, special events, etc. Here is a sample of what you’ll be doing.
- Engage with clients to determine their needs and provide expert advice to ensure the best coverage for them
- Maintain and manage a book of business and strong client relationships through proactive contact via phone, letter, and email
- Develop new business opportunities by securing expiry dates, referrals, and cross-selling
- Manage and process renewals on a timely basis and maintain high levels of client retention
- Assist in processing all types of auto insurance including renewals, transfers, changes, permits, cancellations, new plate transactions, and general auto inquiries.
Required Skills and Qualifications
- Education: High School graduate
- Licensing: Insurance Broker level 1 or 2
- Experience: Some auto and previous personal lines experience is beneficial
- Communication Skills: You will need strong verbal and written communication as you will be interacting with customers, team members, and employees of different insurance companies.
- Technical Skills: Knowledge of Epic, Company portals and Applied Rater Service for quoting.
EXPECTATIONS
Fit & Expectations
You Know you're right for this role if...
- You excel at priority management and your organization is first class
- You are a wiz at Epic or wish to become one
- Enjoy chatting with clients and building relationships
- You are keen to learn. With ever changing manuals, wordings, and endorsements from our company partners, it’s important to have a passion for learning new things.
- Variety is your middle name. Personal Lines is all about variety. From homes to boats to scheduling fine art and everything in between. There is a lot of diversity in this role.
Work Environment
Typical Work Setting: Most of our personal lines account managers work in one of our branches. Expect a small office environment with a close-knit team to support you.
Work Hours: The typical work hours in branches are 8:30 am to 6 pm Monday to Saturday. Expect to work during those hours.
The majority of your work will be at your branch office. There will be very little travel expected outside of possible visits to other Schill offices from time to time.
CAREER PATHS
Career Path and Opportunities
Underwriting Assistant
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Underwriter
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