CareerPlan

Underwriting Associate Operations Account Specialist - Financial Institutions - Property and Casualty

Saint Paul, MN, USFull-time$49k–$81k2026-10-22 → 2026-11-09

Core

Manage multi-state, multi-line accounts throughout their lifecycle including rating/pricing, quoting, and issuing policies for financial institutions in the property and casualty insurance sector.

Role type

Associate Operations Account Specialist (AOAS)

Builds

Insurance policies and account management workflows for financial institution clients

Domain

Insurance (Property & Casualty) / Financial Services

Required skills

Analytical thinking, judgment, time and desk management, verbal and written communication, collaboration

Preferred skills

None stated

Technologies

Microsoft Office

Responsibilities

Complete market new hire training and certification; manage multi-state, multi-line accounts throughout their lifecycle; build and maintain strong working relationships with teammates, business partners, and agents; learn standardized workflows and state compliance guidelines; analyze multiple sources of information to make sound decisions; execute service level commitments and deliver quality products in a timely manner

Seniority

Entry-level / Associate