Call Center Underwriter CL - Workers Comp

Peak6 Investments LLC; United States; Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

401K match

Paid holidays

Volunteer-time off

Job summary

FOCUS Team Focus Insurance Group is seeking a customer-focused professional to provide concierge service for insureds and agents. You will respond to policyholder and agent inquiries by phone, locate and prep policy documents, and coordinate renewals with underwriters.

The role requires 3–5 years in Property & Casualty insurance, strong communication skills, and the ability to work in a role that blends call-center tasks with client relationship management.

Qualifications

• Bachelor’s or associate degree; business focus preferred.
• 3–5 years servicing or selling Property & Casualty Insurance Commercial policies.
• Bilingual English and Spanish preferred.

Responsibilities

• Respond to inquiries from policyholders and agents via phone.
• Locate policies, review for accuracy, and set up for delivery to policyholders.
• Process FNOS and renewal tasks; manage cancellations and communications.
• Maintain follow-up on outstanding items and ensure timely closures.
• Perform other duties as assigned.

Skills

Customer service

Communication

Multitasking

Call center experience

Education

Associate or bachelor's degree

Tools

Outlook/Gmail

Microsoft Teams

Job description

Company Overview

FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations.

When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates.

Summary:

Develop, support and maintain relationships with Insureds and Agents to provide concierge service. Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier.

Essential Duties and Responsibilities:

• Receive incoming phone calls and tasks regarding a policy document request, billing inquiry or renewal review.

• Locate new or renewal policies in the system, review for accuracy and set up for delivery to the policyholder. Communicate with insureds, agents and underwriters to ensure policy renewals are bound, provide task and billing updates, cancellation review, policy status when necessary.

• Set up accounts in system and process FNOS (First Notice Of service) and FNOS Renewal tasks.

• Process insured request cancellations and White Glove pre-cancellation communication.

• Take ownership. Maintain adequate suspense on outstanding items and follow up in a timely manner until its conclusion.

• Please note other duties maybe assigned.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

Associate or bachelor’s degree from a four-year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal & Commercial Lines including homeowners and other lines; or equivalent combination of education and experience. 3-5 years' experience servicing or selling Property & Casualty Insurance Commercial policies. Previous call center experience a plus.

Language Ability:

Ability to read, analyzes, and interprets general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, and clients. Bilingual (English and Spanish) language skills preferred.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level in the work environment is usually moderate.

Physical Demands:

Ability to work a rotating shift, with hours extending to 8:00pm ET.

While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear over the telephone; sit for extended periods of time; use hands to, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds.

Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Computer Technical Skills:

• E-mail: Open your Outlook/Gmail. Start an E-mail, attach a document to the E-mail.

• Browser: Open an internet browser, save a page as your favorite, open another browser, minimize the browser.

• Communication: Open Teams, share your screen, minimize Teams.

Why join the FOCUS Team?

The FOCUS Difference:

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account

• Competitive Salaries

• 401K Match

• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave

• Short and Long-Term Disability

• Employee Support Programs, Including Mental Health

• Tuition Reimbursement

• Matching Charitable Gift Program

• Lucrative Referral Program

• Commuter Benefits

• Flexibility: Remote and Hybrid Opportunities Available

This position is not able to be performed in California, Colorado, New York or Washington.

EEO

Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at [e-mail]. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.