Kalepa Insurance Services, LLC
Underwriting Account Service Associate - Large Casualty
Kalepa Insurance Services, LLC, Dallas, Texas, United States, 75215
Zurich North America is currently hiring an
Underwriting Account Service Associate
to join the Large Casualty team! As an Underwriting Account Service Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the opportunity to fully apply and hone your research and analytical skills to effectively assess risk and grow your career.While this position will be based out of Atlanta, GA or Dallas, TX, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week.Responsibilities:
Reviews, evaluates, and summarizes risk exposures, controls, loss history, and financial condition to aid underwriting decisions around submission acceptance or declination.Follows instructions from Underwriters in areas of policy rating, subjective pricing, policy construction, coverages & exclusions, mandatory forms, etc. to accurately quote and issue policies.Provides account servicing support in collaboration with Underwriter and Manager, with responsibility for end-to-end servicing processes for new business, renewals, and endorsements for basic to moderately complex business and products.Responds to written, verbal telephone inquiries appropriately and on time under close supervision by Underwriter and/or Manager, working collaboratively with assigned underwriters.Supports Underwriter with broker/agent/distributor/customer interactions by providing basic customer service skills.Basic Qualifications:
Bachelor’s degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area ORZurich Certified Insurance Apprentice, including Associate Degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area ORHigh School Diploma or Equivalent and 2 or more years of experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area ANDKnowledge of data collection and analysis.Microsoft Office experience.Preferred Qualifications:
Insurance industry knowledge.Knowledge of processing, rating and policy management systems used in the insurance industry.Strong verbal and written communication skills.Superior skills in relationship building, active listening with customers and coworkers.Customer service experience.Enjoys working with details and providing accurate data in a timely manner.Self-directed to meet deadlines.Multi-tasking skills.5% Travel.As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time.As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers’ expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vetLocation(s): AM - Atlanta, AM - DallasRemote Working: HybridSchedule: Full Time
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Underwriting Account Service Associate
to join the Large Casualty team! As an Underwriting Account Service Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the opportunity to fully apply and hone your research and analytical skills to effectively assess risk and grow your career.While this position will be based out of Atlanta, GA or Dallas, TX, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week.Responsibilities:
Reviews, evaluates, and summarizes risk exposures, controls, loss history, and financial condition to aid underwriting decisions around submission acceptance or declination.Follows instructions from Underwriters in areas of policy rating, subjective pricing, policy construction, coverages & exclusions, mandatory forms, etc. to accurately quote and issue policies.Provides account servicing support in collaboration with Underwriter and Manager, with responsibility for end-to-end servicing processes for new business, renewals, and endorsements for basic to moderately complex business and products.Responds to written, verbal telephone inquiries appropriately and on time under close supervision by Underwriter and/or Manager, working collaboratively with assigned underwriters.Supports Underwriter with broker/agent/distributor/customer interactions by providing basic customer service skills.Basic Qualifications:
Bachelor’s degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area ORZurich Certified Insurance Apprentice, including Associate Degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area ORHigh School Diploma or Equivalent and 2 or more years of experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area ANDKnowledge of data collection and analysis.Microsoft Office experience.Preferred Qualifications:
Insurance industry knowledge.Knowledge of processing, rating and policy management systems used in the insurance industry.Strong verbal and written communication skills.Superior skills in relationship building, active listening with customers and coworkers.Customer service experience.Enjoys working with details and providing accurate data in a timely manner.Self-directed to meet deadlines.Multi-tasking skills.5% Travel.As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time.As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers’ expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vetLocation(s): AM - Atlanta, AM - DallasRemote Working: HybridSchedule: Full Time
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