Job Description

Job Qualifications

• Bachelors degree (or equivalent) and 10 or more years of experience in related field.
• Required: Excellent oral and written communication skills. In-depth knowledge of line(s) of business and legal and regulatory guidelines.
• Required: Strong negotiation skills.
• Required: Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines Required: Ability to effectively assess risk.
• Required: Ability to function in a team environment.
• Required: Demonstrated technical knowledge and skills reflective of progression of positions of increasing responsibility. Required: Superior skills in relationship building, active listening, needs analysis and win-win negotiating.
• Required: Demonstrated strong presentation skills and a solutions and service orientation.
• Preferred: Solid knowledge of processing methods and workflow procedures, and basic knowledge of insurance underwriting and regulations for assigned territories.

• Proactively seek renewal and new account opportunities.
• Complete detailed opportunity assessment with key distributors to identify growth opportunities.
• Qualify accounts to meet with the organization\'s appetite, balanced with sound business opportunity.
• Make agent/broker/customer and on-sight calls with a planned and well-prepared purpose.
• Negotiate Terms & Conditions and close deals.
• Cross-Sell other lines of business to increase product density with the account.
• Participate in Sales Team meeting as related to assigned brokers and / or territory.
• Proactively engage in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date.
• Update required systems with details of broker / client visits and account status within specified time frame.
• Serve as key contact for assigned target accounts.
• Develop strong broker and client networks as related to industries underwritten by Business Unit.

• Monitor and review work undertaken across a number of small to medium scale projects or a large complex project in order to ensure appropriate use of resources and adherence to schedules.
• Provide advisory services to colleagues on a daily basis, measuring exposure and analyzing risk in order to provide appropriate coverage that meets the organization\'s risk and compliance processes.
• Research primary data sources, select relevant information, analyze key themes and trends and make recommendations to support operational decision-making such as which coverage to provide.
• Research best practice and provide consultancy to support senior management in developing and improving processes and systems relevant to underwriting.
• Assess complex customer cases, evaluate their unique needs and apply technical techniques and know-how to recommend a solution.
• Build relationships with customers by handling a range of queries and provide advice with the development of an account to create additional value for the organization and customers.
• Apply rating tools and methodologies to own work area to deliver to customers and offer suggestions for improvements

• Provide expert solutions for key customer(s).
• Enhance business through consulting with key customers.
• Ensures the successful completion of projects by maintaining continuing dialogue with business unit sponsors during implementation of major projects.
• Deliver high quality, technical solutions.
• Diagnose and develop recommendations to solve unique business unit and customer problems.
• Lead complex technical or long-term (over 6 months) business projects to implement new or changed systems, programs or products.
• Investigate, recommend and implement leading edge technical solutions when they meet customer needs.
• Utilize established financial systems and track metrics and key performance indicators to ensure underwriting authority is meeting standards and business goals.
• Monitor and review work undertaken across a number of small to medium scale projects or a large complex project in order to ensure appropriate use of resources and adherence to schedules.

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