Provides assistance to Account Managers in handling underwriting duties including risk assessment, risk transfer, MFL Study development, and pricing. Individuals would also be expected to provide analysis of terms and conditions, values, and, review policies for accuracy.
Learns loss prevention and control concepts. Including, how to read and use information from Risk Reports and apply their knowledge to assist the Account Manager in exposure identification and analysis.
Gains and maintains a good knowledge of the underwriting requirements, policy terms and conditions, profitability analysis, and pricing. This is to assist the account manager in determining a sustainable and profitable underwriting position.
Assists the Account Manager in account servicing activities. Including: preparing for internal and external meetings, presentations, proposals to begin developing account management and effective presentation skills.
Applies interpersonal skills to build relationships with Client Service Team members working in a variety of roles from processing to engineering to account management to Staff Underwriting.