Underwriter-Santa Ana

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Underwrite new and renewal business in a call center atmosphere, approve policy changes, maintain workload, and control written business up to and including the time of binding according to Company guidelines and established TAPCO procedures. Provide high quality professional service to Agents and Companies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Underwrite new and renewal business.

2. Meet or exceed production goals as assigned by TAPCO.

3. Make approvals and disapprovals of endorsement quote requests according to internal and Company guidelines.

4. Develop and maintain excellent relationships with clients.

5. Market TAPCO products and services to clients.

6. Instruct support staff on the handling of cancellation and non-renewal notices according company requirements.

7. Review inspection reports and compare to the conditions that were represented to us at the time of quoting and binding and take appropriate or needed actions

8. Maintain necessary licenses to produce business.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Licensed in corresponding areas of insurance or willing to obtain appropriate licensures upon hire

2. Ability to understand and analyze necessary components of insurance policies

3. Ability to understand the client's needs and have knowledge of the risk profiles associated

4. Ability to recognize new trends and developments in the insurance industry and be able to incorporate into strategies

5. Knowledge of commercial multi-line underwriting and rating

6. Ability to use company automation to include Windows, Word, Excel, TAPSYS

7. Ability to develop, foster, and maintain an excellent working relationship with agencies

8. Ability to exercise discretion in making decisions

9. Leadership and team playing skills

10. Ability to maintain current knowledge of the insurance industry

11. Good written and verbal skills

12. Good telephone communication skills and phone etiquette

13. Ability to maintain travel schedule depending on the needs of the company

14. Ability to work extended hours when necessary

Preferred Qualifications:

1. Bachelor's degree or appropriate insurance designation

2. Three years of experience in production and marketing of new accounts

The annual base salary for this position is $68 - $75.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (~~~/) . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.

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CRC Group is one of the largest wholesale and specialty insurance product distributors in the United States, providing data-driven insurance solutions for property and casualty, executive and professional, group and individual, and other specialty insurance programs. Learn more at ~~~ .