The successful candidate for this position will be naturally a curious, enthusiastic, team player who is able to efficiently and accurately offer best in class service to our portfolio of Broker partners. The position requires strong attention to detail and organization; an ability to prioritize and successfully manage accountabilities within a fast paced and high-volume environment.
Summary of Role & Responsibilities:
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Provide exceptional service to your assigned brokers alongside the Production & Portfolio Underwriters with respect to new business, renewals, endorsements, cancellations, certificates, etc.
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Assess risks, underwrite and process at a level of moderate risk for policy changes and renewals
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Operate department phone queue
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Record underwriting info for the purpose of evaluation, assessment, audit & profitability
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Educate Broker partners about Unica’s target market and strategy
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Identify opportunities to support Unica’s strategy and analyze and report identified trends to management
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Other duties as required
Necessary Knowledge, Skills and Attributes:
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A detail oriented and analytical thinker
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Self-motivated, innovative and naturally enthusiastic
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Strong communicator in all varieties (written, verbal and presentation skills)
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Excellent time management skills in order to prioritize and meet deadlines
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Proficient in Microsoft Office products
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Exceptional phone etiquette
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Must be flexible with hours of work as required
Education and Experience:
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University/College degree
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CIP/CRM obtained or working towards one or both of these designations
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