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Underwriting / Renewal Specialist
Job
E.D.I.S.
Visalia, CA (In Person)
$37,901 Salary, Full-Time
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Job Description
Job Overview We are seeking a dedicated Underwriting and Renewal Specialist to join our team. In this role, you will process new and renewing business across all product lines. You will provide effective communication verbally and in writing to agents, employer groups and sales team members. Additionally, you will handle all aspects of the renewal process for the designated business. Responsibilities Breaks down and ensures accuracy and completeness of new and renewing business. Keeps the agent, group and sales member in the loop through professional communication both verbal and in writing. Interacts with carriers, general agents, plan loading, accounting and administration to ensure all information for new case start up is delivered. Notifies inside sales representatives and manager of any serious service issues which may impact group's implementation or retention. Ensures the benefits are correct as received. Researches carrier benefits and makes recommendations for integration of our product with new benefit plans for renewing groups. Completes documentation in CSI system and any other necessary documentation in the required time frame. Delivers financial reports to sales team, clients and supports brokers with renewal activity. Attends weekly/monthly sales meetings when needed and interacts with other members of the Sales/ Field Service Team to establish best practices and improve service levels. Reviews current renewal process by observing and listening to current Underwriters process renewals. Observes the sales process to make recommendations for sales and underwriting to work together on renewals. Provides feedback and recommendations to the project group on upgrading and improving the current renewal process.