Responsibilities include, but are not limited to:
Understand Union Mutual products to sustain a stable $10,000,000 portfolio of business. Retain a profitable portfolio of business through the application of sound underwriting principles and creative use of underwriting resources to effectively analyze in force business. Provide responsive service to Union Mutual agency partners leveraging company strengths and resources as a competitive differential in the marketplace. Communicate directly with agency personnel, either in person, telephone, e-mail, or other written/electronic correspondence. Consult with supervisor, department, and Company personnel to plan, coordinate, and evaluate activities, policies and/or procedures, exchange information, consult regarding acceptable risks, investigate, and resolve problems. Perform key liaison functions with agents including but not limited to: • Obtaining updated risk information to make informed decisions • Providing policy information to agents as appropriate Participate in general departmental planning efforts related to assessing and improving the effectiveness of existing operating policies, procedures, and guidelines. Assist, as needed, in the training of Agency Personnel and/or new Underwriting employees. Assist staff with difficult or unusual problems or tasks. Provide excellent customer service to both internal and external customers, offering a positive experience to encourage future opportunities.
Requirements To be successful in this position, an individual must be able to perform each essential duty satisfactorily, work effectively both in a team and independently. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
A Bachelors degree (B.A.) from a college or university in an appropriate discipline is desirable. Three to five years related underwriting experience and/or training; or equivalent combination of education and experience from which comparable knowledge and skills are acquired. Working knowledge of the insurance business includes understanding risk identification and assessment, property/casualty insurance coverage, forms, financial statements, and business computer applications. Excellent skills in oral and written communication, time management, analysis, decision-making, problem solving, and marketing/negotiation. Also show the ability to establish a network of industry contacts.
Candidate preferred location is within driving distance of the Montpelier, VT office. Open to fully remote or hybrid.
Desired Qualifications and Skills CPCU (Certified Property Casualty Underwriter), ARM, AIM, AIC, or comparable designations are encouraged. Licensed Insurance Agent preferable