Job Posting

Job Summary

Under the broad managerial direction of the Assistant Manager of Underwriting, reviews new business opportunities, renewal requests and contract amendments for potential and existing brokerage and major clients who fit within established Level 3 parameters for group, premium size and underwriting method such as fully insured, Administrative Services Only (with deposit and rates) and refund accounting; assesses eligibility and risk based on multiple underwriting considerations, identifies declines, calculates rates and prepares proposal and renewal package documentation; participates in inter-departmental quote rate review process; reviews New Group Set Up packages; prepares customized reports for brokerage and major clients and identifies underwriting options for containing client costs; pursues creative solutions that balance client needs against PBC’s ability to deliver on commitments; handle large case renewals and quotes as a project, attends client and advisor meetings as needed to provide support to group business; as a member of the Underwriting Team, identifies opportunities to improve underwriting processes and tools, and provides input and recommendations to enhance efficiency, effectiveness and customer service.