The posting
POSITION SUMMARY:
The Senior Underwriting Support Specialist is responsible for providing advanced underwriting support underwriting activities, and servicing activities while serving as a technical resource for underwriting support operations. This role supports underwriters through risk review, renewal preparation, endorsement evaluation, account servicing, and the underwriting of designated accounts of increasing size, premium volume, and complexity within established authority through risk evaluation, coverage review, and application of underwriting guidelines while promoting operational quality and customer satisfaction
The Senior Underwriting Support Specialist provides leadership through technical expertise, mentoring, training, and process improvement initiatives. The primary accountability of this role is delivering advanced underwriting support while enhancing team capability, supporting underwriting operations, and developing expertise necessary for increasingly complex underwriting responsibilities. This role serves as an advanced underwriting support position that provides opportunities to develop underwriting knowledge, technical expertise, and advanced technical, leadership, and underwriting career opportunities.
Primary Job Responsibilities
Underwriting Support & Risk Review
- Underwrite designated renewal accounts and routine underwriting transactions of increasing size and complexity within delegated authority by evaluating risk information and applying underwriting guidelines and standards.
- Review risk information, account characteristics, and supporting documentation to assess exposures and determine appropriate underwriting actions or recommendations.
- Apply underwriting guidelines, coverage analysis, and rating considerations when evaluating and processing assigned underwriting responsibilities.
- Perform designated underwriting activities for assigned accounts and other risks within established authority and guidelines, including evaluating risk information, applying underwriting guidelines, analyzing coverage considerations, and completing underwriting actions within delegated authority and established procedures.
- Provide advanced underwriting support for renewals, endorsements, and policy servicing activities.
- Prepare and review renewal files and supporting documentation to facilitate underwriting evaluation and decision-making.
- Conduct review of endorsements and policy transactions within established authority and procedures, evaluating risk characteristics, coverage considerations, and appropriate underwriting actions
- Evaluate supporting documentation for completeness, accuracy, and underwriting readiness.
- Support underwriters with increasingly complex underwriting support activities and account servicing needs.
- Document underwriting actions, communications, and supporting information in accordance with departmental standards.
Customer Service & Collaboration
- Build and maintain effective working relationships with producers, customers, underwriters, and internal business partners.
- Provide timely, accurate, and professional service in support of retention, customer satisfaction, and business objectives.
- Assist in resolving complex service issues and underwriting support concerns.
- Collaborate with underwriters and business partners to support underwriting workflows, account servicing, and renewal processes.
- Serve as a resource for underwriting support staff and assist with escalated questions or issues.
- Communicate underwriting decisions, requirements, coverage considerations, and risk-related recommendations to producers, customers, underwriters, and internal business partners as appropriate.
Leadership, Mentoring & Training
- Serve as a technical resource and experienced team member for underwriting support operations.
- Mentor and support less experienced underwriting support staff through coaching, knowledge sharing, and guidance.
- Assist with onboarding and training activities for new and existing team members.
- Support development and maintenance of procedures, workflow documentation, and job aids.
- Contribute to a positive culture of learning, development, and operational excellence.
- Serve as a resource to team members regarding underwriting guidelines, risk evaluation, coverage analysis, and underwriting best practices
Compliance, Documentation & Quality
- Ensure underwriting support activities comply with established guidelines, procedures, and company standards.
- Support quality, audit, and process consistency initiatives across underwriting support operations.
- Identify recurring issues, trends, and opportunities for quality improvement.
- Maintain accurate and complete underwriting documentation and records.
- Protect the confidentiality of customer and company information
Knowledge Development & Contribution
- Maintain advanced knowledge of insurance products, policy forms, underwriting support processes, and underwriting workflows.
- Apply and continue developing advanced underwriting knowledge, including risk evaluation, coverage analysis, underwriting guidelines, complex account review, and underwriting support operations.
- Participate in projects, initiatives, and process improvement efforts designed to enhance service, quality, and operational effectiveness.
- Provide recommendations to improve workflows, procedures, and underwriting support effectiveness.
- Demonstrate a commitment to continuous learning and professional development.
Operational Excellence & Adaptability
- Meet established service, productivity, quality, and timeliness expectations.
- Effectively manage competing priorities and support departmental workload needs.
- Promote consistency, professionalism, and accountability across underwriting support activities.
- Demonstrate flexibility and adaptability in response to changing business needs, priorities, and processes.
- Support process improvements and change initiatives that strengthen underwriting support operations.
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SCOPE & DECISION-MAKING AUTHORITY
- Account Scope: Advanced underwriting support activities, renewal preparation, endorsement review, policy servicing, and designated small-account underwriting activities.
- Complexity: Advanced underwriting support responsibilities combined with underwriting responsibility for designated accounts and transactions of increasing size and complexity within delegated authority.
- Authority: Expanded authority for designated underwriting support activities and underwriting responsibility for designated accounts and transactions of increasing size and complexity within delegated authority.
- Decision-Making: Exercises judgment on assigned accounts, endorsements, and transactions within established guidelines and delegated authority while providing guidance to others and escalating higher-risk, more complex, or out-of-authority situations appropriately.
- Supervision: Functions independently and provides mentoring, training, and technical support to team members without formal supervisory responsibility.
QUALIFICATIONS
Education & Experience
- High school diploma or equivalent required.
- Post-secondary education preferred.
- Recognized insurance education or coursework is desirable.
- Typically 3-5 years of insurance experience with demonstrated progression in underwriting support, policy administration, policy processing, underwriting operations, or related functions.
- Demonstrated ability to mentor, train, and support the development of others.
Technical Knowledge
- Advanced knowledge of insurance products, underwriting concepts, policy forms, underwriting support processes, and underwriting workflows.
- Understanding of risk review, coverage considerations, and underwriting support activities.
- Ability to review documentation, identify issues, and support underwriting decisions within established authority.
- Proficiency with company systems, applications, and technology supporting underwriting operations
Skills & Abilities
- Strong organizational and time-management skills.
- Effective written and verbal communication skills.
- Strong customer service and relationship-building skills.
- Advanced analytical and problem-solving skills.
- Ability to train, mentor, and support others.
- Ability to manage competing priorities and complex assignments.
- Demonstrated leadership through influence and expertise.
- Commitment to continuous learning, professionalism, and operational excellence.
WORK ENVIRONMENT & TRAVEL
- Work is performed in a professional office or remote/hybrid environment, consistent with organizational policy.
Disclaimer
This job description is not intended to be all‑inclusive. Employees may be asked to perform other duties as assigned. Duties and scope may vary by product line or Center of Excellence while maintaining core underwriting responsibilities.
