In this multi-functional role, an ideal candidate will be able to provide quality customer service to internal & external clients,
underwrite new & existing business and provide superior end-to-end service in the Service Center. A Service Underwriter II
will have general expertise in underwriting profitability, production, agency relations, and customer service and leadership
skills. The ideal candidate is someone who is self-motivated with strong multi-tasking ability.
While this role is posted as a Service Underwriter II, we are open to hiring a Service Underwriter III based experience and technical expertise.
This is a remote opportunity that requires the working hours of 8:00am - 4:30pm PST.
Responsibilities:- Underwriting Profitability, Production, Agency Relations & Customer Service
o Make educated decisions on claims and risk controls
o After issuance of new policies, assist with onboarding insureds
o General to working knowledge of new business risk analysis
o Assist policyholders with policy changes, renewal instructions, drivers lists, certificates of insurance,
cancellations, reinstatements, first loss reports, billing/claims/policy inquiries, replacement auto ID cards,
coverage questions, etc. both over the phone and through written correspondence.
o Enter accurate information onto the various computer systems from policyholder phone calls and written
correspondence
o Review policy change requests, renewal instructions, MVR's, Experience Mods, loss experience, Loss Control
reports and product brochures for risk acceptability. May consult management, other underwriters, websites,
and Best Underwriting Guide
o Ask pertinent questions when a policyholder requests a policy change - midterm and renewal. Select critical
information needed
o Utilizing negotiation and sales tactics knowledgably
o Utilize underwriting resources
o Work to de-escalate issues that are derived/perceived from our internal/external customers
o Use analytical tools provided to track customer interactions and provide agency's with detailed information of
these interactions
o Work towards developing agency partnerships by having consistent communication and potential in-person
visits
o Building communication with agency expectations
o Uses attributes including planning, persuasion, strategy and other tactics efficiently
- Leadership Responsibilities
o Able to incorporate feedback and take direction well
o Communicates successes & opportunities for improvement
o Raises vital questions, issues, and recommends solutions where applicable
o Gathers appropriate resources to problem solve
o Plan & prioritizes daily activities
o Reviews team schedule to support business need
o Demonstrates solid judgment, competence, and knowledge critical to this role
o Demonstrates the ability to recognize the need for changes and positively support change efforts
o Promotes shared knowledge
o Work to de-escalate issues that are derived/perceived from internal/external customers by taking
accountability and ownership
o Understands complex issues and initiates potential solutions
Qualifications:- Education:
โข Bachelor's Degree preferred or equivalent work experience
โข Preferred to have insurance coursework and/or designations
โข Examples may include AINS, AU, CPCU
โข Property & Casualty License requiredExperience:
โข 3+ years of relevant experience
โข 3+ years of customer service experience
โข Independent agency experience is a plus
Pay Transparency StatementUFG Insurance is committed to fair and equitable compensation practices. The base salary range for Service Underwriter II is $52,000 - $68,000 annually. The base salary range for Service Underwriter III is $60,000 to $79,000 annually. The aforementioned salary ranges represent the typical range for new hires in this role. Individual pay within this range will be determined based on a variety of factors, including relevant experience, education, certifications, skills, internal equity, geography and market data.
In addition to base salary, UFG Insurance offers a comprehensive total rewards package that includes:
โข Annual incentive compensation
โข Medical, dental, vision & life insurance
โข Accident, critical Illness & short-term disability insurance
โข Retirement plans with employer contributions
โข Generous time-off program
โข Programs designed to support the employee well-being and financial security.
This pay range disclosure is provided in accordance with applicable state and local pay transparency laws.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.