03/28/2022

Licensed P&C Agent

  • National General Insurance
  • Visalia, CA, United States
Full Time

Job Description

Job Summary:

The Specialist makes underwriting decisions, while building relationships with our agents, across multiple lines of insurance or a complex single line to include the complexity of portfolio underwriting and mass affluent underwriting. This role answers inquiries on the status of policy, risk eligibility, and underwriting policies and procedures.

Key Responsibilities:

  • Under their underwriting expertise, answers inquiries on complex issues regarding policies, procedures, rules, regulations, contract, and rates
  • Examine documents to determine degree of risk from such factors as applicant financial standing, loss history and value, and condition of property
  • Pull external reports or obtain documents from agents to verify policy information; based on that information, ask underwriting questions in order to fully develop the account
  • Handles underwriting disputes and complaints by researching and resolving customer communications, concerns, conflicts, and issues
  • Optimize sales & contribute toward growth targets by providing a superior level of underwriting service and attention to Encompass agents
  • Analyzes and recommends modification to underwriting strategies as appropriate
  • Performs/Demonstrates Customer Focused Service to Enhance Customer/Agent Relationships

Supervisory Responsibilities:

This job does not have supervisory duties

Preferred Qualifications:

Education and Experience

  • Bachelor's Degree or equivalent
  • 0 - 2 years of related experience

Certificates, Licenses, Registrations

  • None

Functional Skills

  • Advanced knowledge of underwriting for multiple lines, complex single lines, and across regions
  • Keen understanding of Encompass Rating plans
  • Proficient written and oral communication skills
  • Performs tasks using analytical and problem-solving skills with minimal supervision
  • Advanced knowledge of Underwriting Rules and Procedures, as well as regulatory and technical standards
  • Advanced knowledge of all Encompass contracts and coverage levels
  • Possess underwriting skills and ability to mitigate future loss potential
  • Ability to prioritize multiple agent communication (incoming/outgoing calls, email, fax)

Apply Now