Lockton · 6 hours ago
Underwriter, Employee Benefits
Houston, TX
Full-time
Onsite
Mid LevelLockton is a leading insurance brokerage firm, and they are seeking an Underwriter for Employee Benefits. The role involves evaluating insurance risks, establishing pricing, and maintaining effective relationships with sales staff and clients to ensure customer satisfaction.
Auto InsuranceInsuranceRisk Management
Responsibilities
Evaluate insurance risks presented to determine eligibility, profitability and desirability, to determine acceptance or rejection and established pricing of risks
Obtain proper referral authority for risks not within stated letter of Underwriting Authority
Follow all department guidelines, procedures and practices
Build and maintain effective relationships with Direct Sales Staff and/or agents to provide best possible service on a timely basis
Demonstrate professional, tactful negotiation skills
Operates alphanumeric keyboard to enter data into system, and verifies by sight that keyed data is accurate, complete and conforms to established procedures
Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer
Communicates in a positive manner to contribute to a cohesive, pleasant work environment
Protects the confidentiality of information learned by performing the duties of the position
Participates in evaluation of profit and loss on a program basis as required
Qualification
Required
Bachelor's degree in business related field, or equivalent education and/or experience
Full working knowledge of commercial property/casualty coverage's
Experience in underwriting and servicing the insurance needs of Program clients
Demonstrated ability to instill confidence and comfort with clients
Successful completion of CPCU or ARM, or willingness to do so, willingness to expand knowledge and effectiveness in insurance industry by successful completion of extended insurance education beyond continuing education requirements for licensing
Ability to compile, analyze, and interpret financial information and data to facilitate decision making
Ability to organize and delegate workload responsibilities
Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
Firm, fluent grasp of English language with excellent verbal, written, and interpersonal skills to interact with associates at all levels of responsibility and individuals at all levels of life experience
Ability to work with computer technology with little instruction
Proficient at spreadsheet and word processing programs
Ability to speak into and adequately hear voices from telephone equipment
Ability to make decisions in compliance with established standards of quality performance and service
Prepares written correspondence, analysis, reports, and memos as needed
Attends staff meetings, unit meetings, educational workshops, conventions, carrier functions, and social functions
Travels by automobile and aircraft, and may stay more than one day and night
Accumulates required continuing educational credits to maintain current insurance license (if required)
Performs other work-related duties as assigned
Participates in evaluation of profit and loss on a program basis as required
Ability to complete continuing education requirements as needed
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
Ability to efficiently organize work and manage time in order to meet deadlines
Ability to travel by automobile and aircraft
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
Ability to work on a computer for a prolonged amount of time
Ability to work outside of normal business hours as needed
Legally able to work in the United States
Company
Lockton
Lockton provides risk management and insurance services.
Founded in 1966
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
Recent News
Channel NewsAsia
2025-09-23
FF News | Fintech Finance
2025-04-19
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