Associate Underwriter Specialist | Property & Casualty

Job Description

Essential Functions And Primary Duties

• Underwrite new submissions to ensure new policies are correct per guidelines
• Review all underwriting information to correctly underwrite the policy
• Process and scan documents for record and files electronically
• Help prepare monthly renewal and anniversary reports
• Enter new business applications, initiate renewal application process, process term letters, and distribute applications to support the underwriting process
• Run pre-defined statistical reports on new business and renewal applications
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree in a health-related area such as health education, medical, wellness, or fitness

Minimum Qualifications

• High School Diploma or GED required
• Less than 3 years of underwriting experience
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Experience working in a team environment as a team leader/facilitator/influencer
• Ability to be a role model/mentor/health coach for health and wellness to others
• Required competencies includes: project management, organization skills, analytic capabilities, excellent verbal and written communication skills, articulate presentation skills, and self-motivation
• Must maintain current required licenses and certifications relevant to field of expertise

About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.