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Assistant Underwriter

J.M. Wilson Corp Madison Full-Time
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JM Wilson is seeking an Assistant Underwriter for our Madison, WI facility.

Job Summary:

To support the Underwriters to quote, issue, and service commercial accounts via phone, e-mail, and fax in a manner which creates an exceptional customer experience.

Essential Job Functions:

  • Bind and set up policies for issuance
  • Phone calls to customers and companies, returning customer calls and making calls to company underwriters for assistance on account service issues
  • Maintain daily workflow in ImageRight by analyzing, handling or forwarding to the techs daily tasks for processing
  • Meet service standard requirements
  • Maintain underwriting knowledge by attending underwriter training meetings at JM Wilson and insurance carriers also by reviewing company underwriting changes and manual updates
  • Back up others in the department and company by answering phone calls, handling customer service needs, quotes, binding and handling rush items
  • Quote renewal business for limited classes of business by reviewing account against acceptability to company underwriting guidelines and rates
  • Quote or decline new business for limited classes of business by evaluating the submissions for acceptability to company underwriting guidelines including review of applications, websites and loss runs
  • Identify accounts for non-renewal to review with underwriter for final decision
  • Perform other duties at the direction of management
  • Average PJR score over year prior must be at least 5

Knowledge, Skills and Abilities:

  • High School Diploma or equivalent experience
  • Min 2 years’ experience in underwriting for insurance and banking
  • Excellent written and oral communication skills
  • Detail accuracy
  • Effective decision making and negotiating skills
  • Effective time management skills with the ability to handle requests within company guidelines and goals.
  • Effective organizational skills with the ability to work with multiple interruptions
  • Work in a sitting position for several hours
  • Knowledge of Lotus and ImageRight software programs
  • Knowledge of Company rating program
  • Willing and able to travel

Recommended skills

Time Management
Decision Making
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Job ID: 25806


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