Property & Casualty Underwriting – Renewal Specialist

RT Specialty, LLC

Walnut Creek (CA)

On-site

USD 61,000 - 75,000

Full time

13 days ago

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Job summary

RT Specialty, LLC, based in Walnut Creek, California, is seeking a Property & Casualty Underwriting Associate to help ensure policy data accuracy for renewals and to support underwriting workflows. The role emphasizes clear client communication and precise documentation throughout the underwriting process.

The position involves data gathering from clients, risk assessment, and assisting with premium calculations while maintaining regulatory compliance and high service levels for clients and

Qualifications

  • Bachelor's degree in risk management, actuarial, or business administration required.
  • Minimum of 6 months of experience in Property and Casualty underwriting.
  • State P&C and/or surplus line licenses required or in process; CPCU is a plus.

Responsibilities

  • Evaluates and maintains existing policy information to ensure data is current, accurate, and appropriately priced for renewal.
  • Responds to client requests and questions, offering information regarding insurance products and underwriting appetite.
  • Communicates with clients to gather information, resolves inquiries, and ensures a smooth underwriting process.
  • Prepares and organizes documentation for underwriting submissions and policy issuance.
  • Assesses risks on applications, considering standard and substandard criteria.
  • Assists with premium calculations under underwriting guidelines.
  • Builds and maintains reports on underwriting activities and KPIs.
  • Conducts internal and external audits by providing required documentation.
  • Ensures adherence to policies, regulations, and compliance in underwriting activities.
  • Collaborates with underwriting teams and serves as the primary contact for customers and agents.

Education

Bachelor's degree in Risk Management, Actuarial or Business Administration

Job description

RT Specialty, LLC, based in Walnut Creek, California, is seeking a Property & Casualty Underwriting Associate to help ensure policy data accuracy for renewals and to support underwriting workflows. The role emphasizes clear client communication and precise documentation throughout the underwriting process.

The position involves data gathering from clients, risk assessment, and assisting with premium calculations while maintaining regulatory compliance and high service levels for clients and

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