Financial Lines Underwriter (6m FTC)
Financial Lines Underwriter sought with the ability to deal with the full renewal and policy-change cycle for an allocation of small to medium size business, developing irecommendations based on the account analysis. 6 month Fixed Term Contract.
Review assigned renewals to determine renewal timeline.
Contact Broker requesting any information needed prior to renewal.
Review policies for accuracy, complete named insured analysis, review financial information.
Identify account-rounding and cross selling opportunities.
Determine underwriting strategy for renewal and attend renewal meetings for relevant accounts.
Prepare and document instructions.
Release quote to broker and bind renewal with broker worksheet.
Complete worksheet and forward documented booking and issuance instructions.
Ensure complete electronic file integrity and all underwriting documentation is complete.
Respond to telephone calls in a prompt, professional and efficient manner.
Develop Broker relationships and carry out Broker and Client visits where appropriate.
Take and respond to referrals from those underwriters in the team will less authority.
Person Specification: Experience in the Insurance industry and/or underwriting experience in the CSI insurance market.
Desirable: Experience in speciality insurance eg EPD, PI and/or DFI.
Qualifications: 6 GCSE (including English and Maths); commitment to undertake CII exams.