Underwriter Ii
CurrentBook of business acquired from Mercer on 4/1/2022*Underwriting firm clients on dual carrier platform for the IEEE and ASME engineer programs*Evaluating applications according to carrier guidelines and corresponding with carrier if issues arise*Collaborate with team members to ensure accurate quotes*Organizing and gathering all required client documentation *Prepare written referral recommendations for applicants*Administering complex accounts with high dollar premiums*Effectively corresponding with applicants and external clients via written and verbal communication*Building positive relationships with our external carriers*Performing user acceptance testing in Velocity software for the IEEE program*Successfully renewed 100% of “A” clients in the IEEE program with premium greater than $10,000*Managing a retention rate of over 85% for the American Society of Appraisers.*Successfully retained 88% for the IEEE program with premium over $1,000,000*Successfully retained 82% for the ASME program with premium over $400,000*Exceeding standards and quality assurance goals