Small Business Renewal Underwriter & Portfolio Associate
Core
Evaluates and underwrites small business accounts for new and renewal business, analyzing risk data to determine coverage, pricing, and terms.
Role type
Commercial lines underwriter (small business)
Builds
Insurance policies and risk assessments for small business clients
Domain
Insurance / Specialty Human Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial lines underwriting, risk analysis, financial statement analysis, property valuation, loss history assessment, regulatory compliance, underwriting systems proficiency, Microsoft Office
Preferred skills
Small business or middle market commercial insurance experience, CPCU/AU/AINS/ARM designations, business relationship development
Responsibilities
Evaluates and underwrites small business accounts new and renewal business in accordance with Company underwriting guidelines and risk appetite. Analyzes risk data to make informed decisions on coverage, pricing, and terms within authority. Collaborate with other underwriters, agents, brokers, and clients to obtain necessary information and clarify details. Prepares and maintains underwriting files for assigned underwriting partner, ensuring all documents and approvals are properly filed. Ensures proper documentation of underwriting decisions and compliance with state and federal insurance regulations. Stays updated on industry trends, regulatory changes, and market conditions.
Seniority
Mid-level IC