This position supports the JJ Select sales underwriting team by assisting with quoting, preliminary risk reviews, and agent communication for high-value personal lines business. This role focuses on front-end underwriting tasks to support new business production, delivering accurate and timely quotes that align with carrier guidelines and departmental standards. This position does not typically handle renewals or inspection review activities.
Job Responsibilities:
- Prepare and release new business quotes through online systems such as Utopia, SIRIS, and MARS.
- Confirm rating eligibility and gather required documents based on carrier guidelines.
- Update and revise quotes for agents and underwriters as requested.
- Maintain accurate quoting logs and documentation.
- Learn quoting guidelines for carriers such as Berkshire, Scottsdale, AIG, Chubb, and Beazley.
- Access and navigate carrier portals to obtain guidelines, forms, and appetite information.
- Build proficiency in rate manipulation and quoting workflows.
- Partner with Sales Underwriters to deliver timely and accurate quote output.
- Contribute to new business initiatives by assisting with quoting and service needs.
- Participate in sales meetings and share feedback on market trends and system performance.
- Communicate professionally with carrier partners to obtain underwriting information.
- Assist with team initiatives and process improvements.
- Maintain high accuracy in quotes, documentation, and system entries.
- Uphold confidentiality and professional communication standards.
- Participate in structured training to build technical and product expertise.
- Demonstrate strong attention to detail in a fast-paced sales environment.
- Performs other duties and responsibilities as required.
- Successfully obtain and maintain a valid producer’s license in your state of residence.
Education and Work Experience:
- 1 year or less insurance experience, underwriting experience preferred.
- AND an RMI degree or CPCU, or PLCS, or CPIW preferred
- OR 1 to 3 years of experience in P&C Underwriting or related field preferred
Knowledge Skills & Abilities:
- Ability to handle difficult situations while maintaining composure
- Dedicated & Hard Working
- Creative and Innovative
- Ability to multi-task, prioritize, make quick decisions and be flexible in a fast-paced environment
- Ability to coordinate travel arrangements when necessary
- Strong customer service skills
- Ability to maintain confidentiality
- Capacity to analyze information and general math skills
- Research skills
- Attention to detail
- Computer experience a must, MS Word & Excel experience required
- Minimum 40wpm typing speed
- Excellent oral and written communication skills
- Exceptional interpersonal skills
- Interest in selling products and services based on customer needs
- Ability to clearly and effectively present (both written and verbal) to external business partners, management and internal business partners.
- Strong negotiation skills
Typical Physical Demands:
· Requires the ability to sit or stand for long periods of time, occasional stooping, and reaching; May require lifting-up to 25 pounds; requires normal range of vision and hearing with or without accommodations.
