Program Underwriting Coordinator - Commercial Insurance

Posted on Sep 21 San Diego, CA


Alliant Insurance Services



With a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide. Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States.

SUMMARY
Responsible for program coordination including: developing client proposals, creating presentations, training staff, and resolving client issues.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Acts as Program Coordinator:

  • Acts as liaison between retail staff, underwriters and producers to manage policy issues;
  • Trains staff on program specifics such as coverages, check-in of policies and process for submissions;
  • Responds to detailed program questions and resolves difficult issues involving retail customers;
  • Evaluates new business submissions and allocates to appropriate party; Verifies submissions are completed;
  • Manages the preparation of presentations for annual underwriter meeting and presents to Alliant Executives;
  • Develops renewal specifications and/or proposals;
  • Manages retail staff and producer expectations as relates to the policy change requests that result from policy checking;
  • Participates in all critical committees including Marketing, Policy, Database; Attends invoicing meetings as needed;
  • Coordinates and manages the stand alone placements, and marketing efforts with assistance including DICs and/or other policies.

Acts as Assistant Underwriter:

  • Reviews submissions of new business prior to underwriting;
  • Redirects submissions for corrections or clarifications prior to submission to new business underwriting;
  • Performs account underwriting during renewal period; may include underwriting mid-term transactions, new members to existing JPAs, detailed review of bordereau, and small prospect underwriting;
  • Provides oversight on Producer/JPA allocations of premiums at renewal.

Acts as ABS Manager:

  • Allocates funds collected at renewal between loss control services, appraisals, and other contracts;
  • Reviews and provides status reports quarterly as to fund use to ensure match to budget;
  • Engages in optimal and appropriate usage of applicable agency management systems;
  • Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE
  • Bachelor's degree or equivalent combination of education and experience
  • 4 - 6 years related work experience; experience in insurance industry preferred
  • Requires a valid insurance license; must continue to meet requirements for license renewal

SKILLS
  • Excellent oral and written communication skills
  • Good customer service skills, including telephone and listening skills
  • Ability to perform complex mathematical functions
  • Good problem solving and time management skills
  • Ability to work within a team and to foster teamwork
  • Good planning, organizational and prioritization skills
  • Proficient in agency or related type of computer system
  • Proficient in Microsoft Office products

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.