Job Description

Our National Client is a seeking an AIS Underwriting Team Lead

Must have current insurance experience and hold a P&C license.

Position Summary:

Exercise discretion and independent judgment while supporting, managing and directing all aspect of AIS.

Essential Functions & Basic Duties:

(This job specification may not include all the duties listed, nor do the examples cover all the duties that may be performed.)

• Meet with Carriers to expand market appointments.
• Meet with Carriers to sell BPS/Programs distribution for Binding facilities.
• Track all the Vertical Pipelines to ensure the flow will meet goal & budget.
• Network with Retailers to bring in Production.
• Monitor BPS business to look for new product binders.
• Co-ordinate with Programs for opportunities.
• Mentor staff and assist with plan for future.

Supervisory Duties:

• This job has a high level of supervisory responsibilities. Supervision includes but is not limited to:
  • Direct, instruct and guide the team members on all aspects of the servicing of the team’s book of business, as well as coach, mentor and develop team members
  • Evaluate and assess workflow and book size for team members
  • Reward and recognition of team accomplishments and exceptional performance
  • Annual performance reviews
  • Manage the Performance Development Plan process to ensure any performance issues within the team are addressed

Knowledge, Skills, & Abilities:

• 5 to 7 years working in either broker or wholesaler
• Preferably 2 to 4 years underwriting and then 3 to 5 years broker on top of underwriting
• Understand Iso Forms
• Understanding of how policies in GL and property are rated along with understanding of ILF factors in excess
• Market players and their appetites
• Surplus market understanding
• Technology skills – including but not limited to: Outlook, Zoom, EPIC, Excel, etc.

Education and Work Experience:

• 4-year college degree
• P&C Broker’s License
• CPCU preferred

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