Private Client Select · 3 weeks ago
Senior Underwriting Technician - Complex Account Practice
Private Client Select Insurance Services, LLC (PCS) is one of the largest high net worth managing general underwriters in the market today. They are seeking a talented Senior Underwriting Technician to be part of the Complex Account Practice team, responsible for underwriting sophisticated and high-exposure accounts, ensuring quality and retention of renewal business.
Responsibilities
Understand Private Client Select’s workflows, contracts, underwriting strategy, and systems
Evaluate the most technically complex and difficult policies and endorsements against prescribed criteria to determine if risk qualifies for renewal; verifies and rates renewal business (understand rating factors) and complete extensive spreadsheets to aid in review and understanding of accounts
Investigate inconsistencies related to risk acceptance, review situations not covered by criteria, and develops information for underwriters to isolate problems
Issue policies, endorsements, and cancellations; prepares policy writing instructions and premium billings; process individual policy filings; analyze submissions for accuracy of policy issuance information from the underwriter and/or broker, ensuring policies contain all compliance information as indicated on the bind requests prior to release
Resolve procedural and computational problems of involved, lengthy, multi-location, or difficult risks. Assist with billing requests
Partner with underwriters to enhance renewal insurance programs and find ways to retain customers
Assist the underwriter in the preparation of line reports and agency analysis and completion of the Audit
Participate in special projects as needed and conduct Quality Control of issued policies and accurate file maintenance
Understand and adhere to authority guidelines
Qualification
Required
A minimum of 2 years of Personal Lines Property & Casualty HNW Insurance experience or relevant professional experience
Some knowledge of underwriting concepts, practices, and procedures
Excellent interpersonal, communication and analytical skills
Excellent organizational skills and ability to handle multiple tasks in a high-volume, fast-paced environment
Ability to work in dynamic, rapidly changing environment; adapting to changing requirements and collaborating with a wide range of colleagues to quickly deliver solutions
Ability to collaborate cross-functionally, especially regarding technical aspects
Detail-oriented with demonstrated ability to self-direct, prioritize work, and meet deadlines
Desire to take initiative on projects and assignments, seeking alternate solutions when necessary
Highly motivated and results oriented
Positive, energetic, and self-motivated
Strong customer service skills
Demonstrate a working knowledge of MS Word and MS Excel and a strong aptitude for PC and internet usage
P&C licensing is required or must obtained within 90 days of hire
Applicants must be legally authorized to work in the United States and must not require employment-based visa sponsorship now or in the future
Preferred
Bachelor's degree preferred
Company
Private Client Select
Private Client Select offers property insurance, auto insurance, financial services, and risk management services.
Funding
Current Stage
Growth StageRecent News
2025-01-08
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