出海雷达

Call Center Underwriter Commercial Lines

其他限定地区(需当地身份)
公司PEAK6 Insurtech Services LLC
薪资未公开
工作地点United States
地域资格限定地区(需当地身份)
时区要求日间重叠约 9 小时,基本正常作息
用工类型Full Time
发布时间今天
数据来源Himalayas
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注意地域限制:该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。
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公司概述 FOCUS 为 P&C 保险公司和 MGA 提供基于云的核心管理解决方案 (FOCUS Tech) 和服务 (FOCus 保险服务).利用数十年业务经验,FOCUS 正在将小型,中型和增长专注的保险组织从保险技术中冒出风险。当你加入 FOCUS 时,你立即成为我们最有价值的组成部分之一,我们致力于投资你。这意味着你可以超越薪水和优秀的好处,向一个环境看待,通过发展和进步机会以及我们的杰出的领导人和队友的支持来帮助你成长和实现你的职业目标。承包商联席 CLI 通过管理中小企业账户的各种服务功能,为保险人和代理人提供高质量的守护员级服务。该角色负责处理接入电话和任务,包括服务请求,续订,发票,取消,建立新业务,并及时向所有客户提供通信和更新。承包商协会 CL-I 在整个政策生命周期内提供准确有效支持方面发挥着重要作用,同时确保服务标准和监管合规得到满足。基本职责:·收到接入电信和服务任务:· 要求保险文件 · 收费查询 · 续订审查 · 索赔 · 取消查询 · 重新收购查询 · 在系统中找到新的或更新政策,检查准确性,并确保及时向保险人交付。· 与保险人,代理人和承包商专业沟通:·确认保险续约的结合性 ·提供收费和任务更新 · 审查潜在的取消和政策状态 ·回答一般覆盖问题 · 支持在新线报价提交的问题确定和协助。· 在机构系统建立账户并精确处理 FNOS (首次服务通知)和 FNOS 续航任务。· 处理保险人要求取消的交易,并进行"白手套"前取消的信息以保持业务和减轻风险。· 在续约日期之前审查政策过时期限,确保与承包商和客户及时沟通。· 通过代表他们编制文件和处理服务请求来支持代理人。· 与运营商接收索赔信息并启动报告过程。· 维护适当的文档。

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Company Overview
FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations.
When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates.
The Underwriter Associate CL – I provides high-quality, concierge-level service to insureds and agents by managing various servicing functions across small to mid-sized commercial accounts. The role is responsible for handling incoming calls and tasks, including service requests, renewals, billings, cancellations, setting up new business, and providing timely communication and updates to all clients. The Underwriter Associate CL-I plays a vital role in delivering accurate and efficient support across the policy lifecycle, while ensuring service standards and regulatory compliance are met.
Essential Duties and Responsibilities:
· Receive incoming phone calls and service tasks regarding:
· Policy document requests
· Billing inquiries
· Renewal reviews
· Claims
· Cancellation Inquiries
· Reinstatement Inquiries
· Locate new or renewal policies in the system, review for accuracy, and ensure timely delivery to policyholders.
· Communicate professionally with insureds, agents, and underwriters to:
· Confirm binding of policy renewals
· Provide billing and task updates
· Review potential cancellations and policy status
· Answer general coverage questions
· Provide support in identifying and assisting issues in new line quote submissions.
· Set up accounts in agency systems and process FNOS (First Notice of Service) and FNOS Renewal tasks accurately.
· Process insured-requested cancellations and conduct “White Glove” pre-cancellation outreach to retain business and mitigate risk.
· Review policy expirations in advance of the renewal date and ensures timely communication with underwriters and clients.
· Support agents by preparing documents and handling service requests on their behalf.
· Intake claim information and initiate the reporting process with the carrier.
· Maintain proper documentation and tracking of all servicing tasks.
· Follow up on outstanding items and ensure all tasks are resolved within established timelines.
· Participates as a member of the Service Center Flex Team; can expect to be cross trained in other units/areas and should be prepared to assist with workload in those areas throughout the workday as business needs require. 
Competencies:
·
Accountability: Owns outcomes and meets expectations with integrity.
·
Client Service Orientation: Acts promptly and professionally to resolve client needs and improve satisfaction.
·
Communication: Communicates clearly in verbal and written formats; bilingual (English/Spanish) preferred.
·
Problem Solving: Gathers relevant information and proposes practical, timely solutions.
·
Technical Acumen: Understands and applies technical knowledge of P&C insurance in client-facing discussions.
·
Sales Insight: Applies consultative selling and identifies opportunities to offer additional value.
·
Organization: Manages multiple priorities in a fast-paced environment while meeting deadlines.
·
Professionalism: Exhibits respect, tact, and accountability under pressure.
·
Team Support: Fosters collaboration and assists team members as needed.
Qualifications:
· Experience:
· Basic customer service experience and/or insurance experience.
· Prior call center or high-volume customer service experience is a plus.
· Licensing:
· Not required
Technical Skills:
· Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
· Experience with agency management systems such as EZLynx or similar platforms.
· Ability to operate office equipment: scanners, copiers, fax machines, calculators.
Work Environment & Physical Requirements:
·
Work Schedule: Rotating shifts, with availability required through 8:00 PM ET.
Disclaimer:
This job description is not intended to be an exhaustive list of all duties or responsibilities. Tasks may evolve or change based on business needs and operational requirements.
Why join the FOCUS Team?
The FOCUS Difference:

  • Medical, Dental, Vision, Life, Pet; 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
  • Tuition Reimbursement
  • Matching Charitable Gift Program
  • Lucrative Referral Program
  • Commuter Benefits
  • Flexibility: Remote and Hybrid Opportunities Available

This position is not able to be performed in California, Colorado, New York or Washington.
EEO
Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability
Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at . We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
Originally posted on Himalayas

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