Payroll Services Underwriter II

$70,000 - $90,000/Yr

Copperpoint Insurance Companies

Full-time - Entry Level

Insurance Carriers and Related Activities

About the position

The Payroll Services Underwriter II at CopperPoint is responsible for actively seeking and securing opportunities to distribute commercial insurance products through assigned distribution channels. This role involves developing and maintaining agency partnerships, supporting business strategies to achieve profit and growth objectives, and ensuring customer satisfaction through effective underwriting practices.

Responsibilities

• Builds strategic relationships to drive new business, profitability, and other business objectives.
• Analyzes commercial lines accounts to make sound decisions based on individual risk characteristics, exposure analysis, hazard recognition, and controls.
• Leads Agency engagement activities for appropriately assigned Agencies; regularly meeting with, and communicating strategies and goals, while identifying opportunities with each assigned Agency in their distribution channel.
• Conducts agenda-driven producer meetings, addressing existing deliverables and commitments (company and producer), reviewing existing pipelines, and identifying new opportunities.
• Effectively monitors producer engagement across the team.
• Creates and runs weekly production calls with the team.
• Monitors teams' results relative to plan and commitments.
• Educates assigned Agency Partners on the portfolio while implementing target strategies aligned with the Agency Business Model.
• Identifies areas of improvement, and collaborates with the director to implement changes.
• Monitors production and quality of assigned Agency partners.
• Manages Partnership Plans to maximize the growth profit of the portfolio.
• Attains a thorough knowledge of the geographic territory assigned about production sources, competitor activity, and economic and geographic peculiarities.
• Adheres to individual authority levels.
• Assists team with over-authority referrals and collaborations.
• Prices business according to company underwriting and pricing guidelines.
• Balances effective pricing and risk selection that produces profit and growth while maintaining successful producer relations.
• Presents new proposals to agency personnel.
• Maintains the highest level of customer service internally and externally.

Requirements

• BS/BA college degree preferred, especially in business administration, finance, or marketing.
• 2-4 years of P & C insurance industry experience with increasing responsibility preferred.
• Strong insurance, business, and financial acumen.
• Ability to demonstrate effective influence abilities both with internal and external stakeholders.
• Ability to collaborate effectively with cross-functional teams.
• Demonstrated ability to effectively build relationships with agents and brokers.
• Strong knowledge of insurance principles, rates, rules, forms, procedures, regulations, coverages, and business processes.
• Ability to analyze complex administrative or business problems, evaluate alternatives, and make appropriate recommendations.

Benefits

• Competitive compensation package including major medical, dental, and vision insurance.
• Generous matching contributions to your 401(k) plan.
• Generous paid time off.
• Tuition reimbursement and other education benefits.
• 12 hours of paid volunteer time annually with matching contributions to charities up to $500 per year.