Administrative Support - Commercial Lines Underwriter

Newtekone; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

NewtekOne, Your Business Solutions Company, seeks an AVP Insurance Services – Marketing I to market and analyze coverage for commercial lines, collaborating with sales and service reps. You will ensure submission packets are complete and forwarded for quotes, handling discrepancies within 24 hours and supporting quoting efforts across carriers.

The role emphasizes organization, multi-task management, and professional presentation to maintain strong market relationships and drive quotes.

Qualifications

• Experience in commercial lines account management.
• Experience with multiple commercial products (Property & Casualty).
• Willingness to learn and ability to organize and manage multiple tasks.

Responsibilities

• Collaborate with the BSSs and CSRs to ensure that the submission packet (application and all pertinent documents) is complete for new accounts and then forwarded to the marketplace to obtain quotes.
• Any discrepancies and/or changes, missing information/documents should be requested from the BSS or CSR within 24 hours from receipt.
• Assist the BSS as needed by completing accords for quoting as directed by management.
• Submit completed information (submission packet) to market via online carrier portal, manual (email) submission or phone quote dependent upon the carrier process.
• Enhance the customer experience and build relationships by presenting a professional image as you represent the company while being camera ready in accordance with company policies and procedures.
• Support the Business Services Specialists (BSS) and Customer Service Representatives (CSRs) in maintaining a high flow of quotes for new business by using the submission packets provided by both the BSS or CSR to obtain as many comprehensive and appropriate quote options (generally, min. of 3 quotes) prioritizing based on due dates/effective dates by collaborating with BSS or CSR and client.
• Create a BOR as needed. For example, should a BSS or a CSR have a client that wants to give us their business and not go through the marketing process, then we need to create a BOR.
• Maintain outstanding market relationships, attend carrier trainings and

Skills

Commercial insurance knowledge

Account management

Collaboration

Tools

AMS/WorkSmart

Job description

NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business (\\"SMB\\") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.

Newtek's and its subsidiaries' business and financial solutions include banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.

Newtek Insurance Agency is a retail and wholesale brokerage insurance agency licensed in all 50 states, specializing in the sale of commercial and health/benefits lines insurance products to the SMB market as well as various personal lines of insurance.

The AVP Insurance Services – Marketing I will work with management to learn to market and analyze coverage by working with the commercial sales and customer service representatives with marketing and coverage analysis of new business for the Property and Casualty team. Ensure all pertinent documentation is received, and submission packets are sent to the marketplace in a timely manner. Assist in the analysis and evaluation of new risks and provide renewal quotes, and process endorsements when needed. Ensure accurate file and database set up and attach documentation and communication in the agency management system (AMS/WorkSmart) in a timely manner. This requires the willingness to learn and ability to organize, manage multiple tasks and collaborate across the team.

The ideal candidate will have worked as a commercial line account management with experience in various commercial products referenced in the qualifications section.

Job Responsibilities include but not limited to:

• Collaborate with the BSSs and CSRs to ensure that the submission packet (application and all pertinent documents) is complete for new accounts and then forwarded to the marketplace to obtain quotes.
• Any discrepancies and/or changes, missing information/documents should be requested from the BSS or CSR within 24 hours from receipt.
• Assist the BSS as needed by completing accords for quoting as directed by management.
• Submit completed information (submission packet) to market via online carrier portal, manual (email) submission or phone quote dependent upon the carrier process.
• Enhance the customer experience and build relationships by presenting a professional image as you represent the company while being camera ready in accordance with company policies and procedures.
• Support the Business Services Specialists (BSS) and Customer Service Representatives (CSRs) in maintaining a high flow of quotes for new business by using the submission packets provided by both the BSS or CSR to obtain as many comprehensive and appropriate quote options (generally, min. of 3 quotes) prioritizing based on due dates/effective dates by collaborating with BSS or CSR and client.
• Create a BOR as needed. For example, should a BSS or a CSR have a client that wants to give us their business and not go through the marketing process, then we need to create a BOR.
• Maintain outstanding market relationships, attend carrier trainings and