About the Role
This role provides Underwriters with essential information to make sound decisions and supports the entire underwriting lifecycle, from initial marketing to policy issuance and renewal.
Responsibilities
- Performs initial underwriting analysis and documentation, including summarizing insured operations and initial pricing analysis.
- Handles endorsement referral requests, analyzes and resolves them, and makes independent recommendations.
- Establishes support needs for new and renewal policies by identifying and gathering necessary account information.
- Analyzes account-specific information, summarizing findings like loss data, financial information, and risk control reports for Underwriter review.
- Acts as a liaison between field operations and processing centers for timely account setup, rating, issuance, and renewal preparation.
- Coordinates account processing and servicing.
- Leads pre-renewal meetings to establish renewal activity schedules.
- Independently prepares and executes underwriting and pricing exhibits.
- Manages account documentation, ensuring file completeness and quality.
- Communicates with external producers and customers, serving as the primary contact for account matters and identifying upselling opportunities.
Requirements
- Typically a minimum of three years of related work experience in an office environment.
- Demonstrated ability to work independently on multiple tasks.
- Demonstrated customer service experience and the ability to interact with a wide variety of people on a daily basis in person, via telephone and email.
Skills
- Knowledge of Property and Casualty underwriting, insurance products, policy processing procedures, and documentation.
- Strong time management skills.
- Strong analytical skills.
- Strong communications skills.
- Strong capability to advise and coach others.
- Strong knowledge of Microsoft Office Suite.
- Strong knowledge of other business-related software.
Experience Level
- Typically a minimum of three years of related work experience
Education Level
- High school diploma, GED or equivalent experience.
- Bachelor's degree preferred.
About the Company
- At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.
Equal Opportunity
- At CNA, we are committed to providing equal employment opportunities to all employees and applicants.
- It is our policy to provide equal employment opportunities to employees and applicants based on job-related qualifications and ability to perform a job.
- If you require an accommodation during the hiring process or upon hire, please inform Human Resources.
- If a selected applicant requests accommodation during the recruitment process, CNA will consult with the applicant in order to provide suitable accommodation that takes into account the applicant’s accessibility needs.
