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.  

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