Underwriter CL – Associate, P&C

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Cultivate, support, and nurture relationships with insured clients and agents to deliver exceptional concierge service.

• Handle and respond to incoming inquiries from policyholders and agents regarding small to mid-sized commercial policy coverage accounts on behalf of our client, the insurer.

• A background in Property & Casualty (P&C) is required.

• Manage incoming phone calls and tasks related to policy document requests, billing inquiries, or renewal assessments.

• Search for new or renewal policies within the system, verify their accuracy, and prepare them for delivery to the policyholder.

• Liaise with insured clients, agents, and underwriters to ensure policy renewals are finalized, provide updates on tasks and billing, and review cancellations or policy status as needed.

• Establish accounts in the system and process FNOS (First Notice of Service) and FNOS Renewal tasks.

• Handle cancellation requests from insured clients and facilitate White Glove pre-cancellation communication.

• Take initiative and maintain appropriate follow-up on outstanding items until resolution.

• Please be aware that additional duties may be assigned.

⛳️ Requirements

• An Associate's or Bachelor's degree from a four-year college or university is preferred, ideally in business; or two (2) to four (4) years of agency experience in Personal & Commercial Lines, including homeowners and other lines; or an equivalent combination of education and experience.

• 3-5 years of experience in servicing or selling Property & Casualty Insurance Commercial policies.

• Previous experience in a call center environment is advantageous.

• Ability to read, analyze, and interpret general business publications, professional journals, technical procedures, or governmental regulations.

• Proficient in writing reports, business correspondence, and procedural manuals.

• Capable of effectively presenting information and responding to inquiries from groups of managers and clients.

• Bilingual skills in English and Spanish are preferred.

🏝️ Benefits

• Medical, Dental, Vision, Life, and Pet Insurance

• 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 Services

• Tuition Reimbursement

• Matching Charitable Gift Program

• Lucrative Referral Program

• Commuter Benefits

• Flexibility: Remote and Hybrid Opportunities Available