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Zurich NA Underwriting Associate in Canada

Underwriting Associate

Description

Job Summary:

Responsible for evaluating exposures/controls, evaluating loss history, assessing financial condition, for basic to moderately complex business.

Client Internally Focused - The job’s core deliverables rely on delivering service to internal clients, usually at the line manager or employee level. May involve sharing subject matter expertise to others in the organization or supporting others in their efforts to deliver on our promise.

Job Qualifications

Basic Qualifications:

  • Bachelors Degree and No prior experience required in the Administrative or Customer Service or Data Entry or Financial Services or Risk Management area

OR

  • High School Diploma or Equivalent and 2 or more years of experience in the Administrative or Customer Service or Data Entry or Financial Services or Risk Management area

AND

  • Some travel may be required

Preferred Qualifications:

  • Underwriting/underwriting operations, claims, risk management or premium audit experience

  • Experience with data collection and analysis

  • Excellent customer service orientation and communication skills

  • In-depth knowledge of processing, rating and policy issuance systems

  • Detail oriented

  • Organizational, prioritization, and multi-tasking skills

  • Mastery of processing, rating and policy issuance systems

Job Accountabilities

Key Accountabilities:

  • With core knowledge of underwriting processes, is conversant and may work on multiple lines of business with some variances and with analysis guided by multiple tools and references.

  • Collaborates with underwriters in the areas of procedures, policy endorsements and policy content.

  • Computes premiums for policies, selects appropriate declarations, coverage forms, national/local forms, and optional endorsements to complete a policy.

  • Anticipates the needs of the Underwriter and the customer based on the policy submitted.

  • Provides account servicing support (e.g. subsequent transactions including endorsements, cancellations, reinstatement & adjustments, billing & collections, contract services and Claims & Risk Engineering) as directed by the Underwriter or Underwriting Support Manager.

  • Supports assigned Underwriters with broker/customer interactions. Underwriting authority is not granted.

  • Responsible for the new business, renewals and endorsements process for moderately complex business.

  • Reviews, appraises and recommends submissions for acceptance or declination within established appetite.

  • Evaluates and summarizes exposures and controls both at the account level and at the Line Of Business level.

  • Evaluates loss potential due to catastrophe, severity, and/or frequency.

  • Assesses financial condition and summarizes financials.

  • Applies rating knowledge to provide direction to Rating Services.

  • Utilizes accumulated account analysis to provide Underwriting with data required for pricing decisions (e.g. debits/credits, risk characteristics).

  • Supports Underwriting with broker/customer interactions with a planned and well-prepared purpose.

  • Provides account servicing support (e.g. subsequent transactions including endorsements, cancellations, reinstatement & adjustments, billing & collections, contract services and Claims & Risk Engineering).

  • May assist in training new team members.

  • Identifies/escalates issues and participates in determining resolution with support of others.

  • May support special projects as a subject matter expert.

  • Able to independently interact with brokers and customers in certain instances.

  • Business Travel, as required

  • Maintain a Valid Driver's License, as required

  • Mandatory Overtime, as required

  • Regular Predictable Attendance

Additional Job Functions:

Business Accountabilities

  • Service the needs of customers.

  • Support others who maintain relationships with customers.

  • Respond to inquiries quickly and completely, provide status updates.

  • Recognize and respond to or refer opportunities.

  • Identify and resolve problems by referring to policies, procedures, standards.

  • Continually improve unit performance by analyzing and recommending enhancements to technical procedures.

Performance Management Accountabilities

  • Demonstrate commitment to corporate values.

  • Take accountability for participating in the performance management cycle. Participate fully as a team member.

  • Exchange expertise and provide advice to team members and business partners.

  • Take action to manage own personal development.

Zurich is committed to providing a diverse, inclusive and barrier-free environment resulting in an accessible organization for employees, customers, and other parties who interact with, or on behalf of, Zurich. We strive to achieve a workplace free of discrimination of all forms, including discrimination on the basis of physical or mental disability, or medical condition. If you are interested in a job opportunity, please advise if you require an accommodation, so we can work with you to provide a more accessible process.

Client Internally Focused - The job’s core deliverables rely on delivering service to internal clients, usually at the line manager or employee level. May involve sharing subject matter expertise to others in the organization or supporting others in their efforts to deliver on our promise.

Job Qualifications

Basic Qualifications:

  • Bachelors Degree and No prior experience required in the Administrative or Customer Service or Data Entry or Financial Services or Risk Management area

OR

  • High School Diploma or Equivalent and 2 or more years of experience in the Administrative or Customer Service or Data Entry or Financial Services or Risk Management area

AND

  • Some travel may be required

Preferred Qualifications:

  • Underwriting/underwriting operations, claims, risk management or premium audit experience

  • Experience with data collection and analysis

  • Excellent customer service orientation and communication skills

  • In-depth knowledge of processing, rating and policy issuance systems

  • Detail oriented

  • Organizational, prioritization, and multi-tasking skills

  • Mastery of processing, rating and policy issuance systems

Job Accountabilities

Key Accountabilities:

  • With core knowledge of underwriting processes, is conversant and may work on multiple lines of business with some variances and with analysis guided by multiple tools and references.

  • Collaborates with underwriters in the areas of procedures, policy endorsements and policy content.

  • Computes premiums for policies, selects appropriate declarations, coverage forms, national/local forms, and optional endorsements to complete a policy.

  • Anticipates the needs of the Underwriter and the customer based on the policy submitted.

  • Provides account servicing support (e.g. subsequent transactions including endorsements, cancellations, reinstatement & adjustments, billing & collections, contract services and Claims & Risk Engineering) as directed by the Underwriter or Underwriting Support Manager.

  • Supports assigned Underwriters with broker/customer interactions. Underwriting authority is not granted.

  • Responsible for the new business, renewals and endorsements process for moderately complex business.

  • Reviews, appraises and recommends submissions for acceptance or declination within established appetite.

  • Evaluates and summarizes exposures and controls both at the account level and at the Line Of Business level.

  • Evaluates loss potential due to catastrophe, severity, and/or frequency.

  • Assesses financial condition and summarizes financials.

  • Applies rating knowledge to provide direction to Rating Services.

  • Utilizes accumulated account analysis to provide Underwriting with data required for pricing decisions (e.g. debits/credits, risk characteristics).

  • Supports Underwriting with broker/customer interactions with a planned and well-prepared purpose.

  • Provides account servicing support (e.g. subsequent transactions including endorsements, cancellations, reinstatement & adjustments, billing & collections, contract services and Claims & Risk Engineering).

  • May assist in training new team members.

  • Identifies/escalates issues and participates in determining resolution with support of others.

  • May support special projects as a subject matter expert.

  • Able to independently interact with brokers and customers in certain instances.

  • Business Travel, as required

  • Maintain a Valid Driver's License, as required

  • Mandatory Overtime, as required

  • Regular Predictable Attendance

Additional Job Functions:

Business Accountabilities

  • Service the needs of customers.

  • Support others who maintain relationships with customers.

  • Respond to inquiries quickly and completely, provide status updates.

  • Recognize and respond to or refer opportunities.

  • Identify and resolve problems by referring to policies, procedures, standards.

  • Continually improve unit performance by analyzing and recommending enhancements to technical procedures.

Performance Management Accountabilities

  • Demonstrate commitment to corporate values.

  • Take accountability for participating in the performance management cycle. Participate fully as a team member.

  • Exchange expertise and provide advice to team members and business partners.

  • Take action to manage own personal development.

Imagine working for a company that truly cares about their employees, customers, stakeholders, and communities they serve. Imagine working for a values-driven organization that has the ambition and desire to be the best global insurance provider in the world. Zurich is that place where 55,000 employees across approximately 200 countries and territories are all focused on helping people and helping companies protect what is truly most important to them. We are a values-driven organization that takes pride in the work that we do every day and we have the ambition to be the best global insurer in the world.

Zurich is committed to providing a diverse, inclusive and barrier-free environment resulting in an accessible organization for employees, customers, and other parties who interact with, or on behalf of, Zurich. We strive to achieve a workplace free of discrimination of all forms, including discrimination on the basis of physical or mental disability, or medical condition. If you are interested in a job opportunity, please advise if you require an accommodation, so we can work with you to provide a more accessible process.

Zurich is committed to providing a diverse, inclusive and barrier-free environment resulting in an accessible organization for employees, customers, and other parties who interact with, or on behalf of, Zurich. We strive to achieve a workplace free of discrimination of all forms, including discrimination on the basis of physical or mental disability, or medical condition. If you are interested in a job opportunity, please advise if you require an accommodation, so we can work with you to provide a more accessible process.

Primary Location: Canada

Schedule Full-time

Travel No

Job Posting 11/13/20

Unposting Date Ongoing

Req ID: 200005LF

It is the Policy of Zurich in North America, as an equal opportunity employer, to attract and retain the best-qualified individuals available, without regard to race/ethnicity, color, religion, gender expression, genetic information, national origin, sex, gender identity, sexual orientation, marital status, age, disability or protected veteran status.

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