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Role Description

The Underwriter Associate CL - I provides high-quality, concierge-level service to insureds and agents by managing various servicing functions across small to mid-sized commercial accounts. The role is responsible for handling incoming calls and tasks including service requests, renewals, billings, cancellations, setting up new business, and providing timely communication and updates to all clients. The Underwriter Associate CL-I plays a vital role in delivering accurate and efficient support across the policy lifecycle, while ensuring service standards and regulatory compliance are met.

• Receive incoming phone calls and service tasks regarding:
  • Policy document requests
  • Billing inquiries
  • Renewal reviews
  • Claims
  • Cancellation Inquiries
  • Reinstatement Inquiries
• Locate new or renewal policies in the system, review for accuracy, and ensure timely delivery to policyholders.
• Communicate professionally with insureds, agents, and underwriters to:
  • Confirm binding of policy renewals
  • Provide billing and task updates
  • Review potential cancellations and policy status
  • Answer general coverage questions
  • Provide support in identifying and assisting issues in new line quote submissions.
• Set up accounts in agency systems and process FNOS (First Notice of Service) and FNOS Renewal tasks accurately.
• Process insured-requested cancellations and conduct “White Glove” pre-cancellation outreach to retain business and mitigate risk.
• Review policy expirations in advance of the renewal date and ensure timely communication with underwriters and clients.
• Support agents by preparing documents and handling service requests on their behalf.
• Intake claim information and initiate the reporting process with the carrier.
• Maintain proper documentation and tracking of all servicing tasks.
• Follow up on outstanding items and ensure all tasks are resolved within established timelines.

Qualifications

• Basic customer service experience and/or insurance experience.
• Prior call center or high-volume customer service experience is a plus.

Requirements

• Not required licensing.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Experience with agency management systems such as EZLynx or similar platforms.
• Ability to operate office equipment: scanners, copiers, fax machines, calculators.

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