Sales and Underwriting Associate

Lovell Safety Management Co., LLC; New York (NY); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

Lovell Safety Management Co., LLC in New York, NY seeks a Sales & Underwriting Associate to assist underwriting managers in developing, quoting, and servicing new and existing accounts. You will review information, coordinate with brokers and carriers, and move submissions through binding and policy issuance.

The role requires an active NY P&C license within 120 days, 2–3 years of related insurance experience, and strong analytical and communication skills.

Qualifications

• Active New York State Property and Casualty insurance license or ability to obtain the license within 120 days of employment.
• 2-3 years of relevant workers’ compensation or commercial insurance experience preferred.
• College degree preferred; relevant education may substitute for experience.
• Strong analytical, mathematical, organizational, and problem‑solving skills.
• Strong attention to detail and commitment to accuracy.
• Good computer skills and ability to use insurance systems and web-based applications.
• Excellent written and verbal communication and customer-service skills.
• Ability to manage multiple priorities and work independently within authority.

Responsibilities

• Support underwriting managers with new business, renewals, underwriting, quoting, and account servicing.
• Review account and underwriting information for completeness, accuracy, and coverage considerations.
• Coordinate with brokers, clients, managers, and carrier underwriters to obtain information and approvals.
• Prepare and process quotes within assigned authority; assist with higher-approval accounts.
• Coordinate new business and renewal activity from submission through quoting, binding, policy setup, and issuance.
• Maintain accurate account, policy, underwriting, and contact information in systems.
• Process policy changes, broker-of-record changes, cancellations, loss-run requests, and other servicing tasks.
• Coordinate information, documentation, and reporting with brokers, carriers, and internal departments.
• Provide responsive, professional service and support to peers and staff.

Skills

Customer-service skills

Analytical skills

Detail-oriented

Communication skills

Time management

Problem-solving

Computer skills

Education

College degree

Tools

Insurance software

Job description

The Sales & Underwriting Associate supports Sales and Underwriting Managers in the development, underwriting, quoting, and servicing of new and existing accounts. The position reviews underwriting information, coordinates with brokers, clients, Sales Managers, Lovell underwriters and Carrier underwriters, and helps move accounts efficiently from submission through binding and policy issuance. The Associate may prepare and issue quotes within assigned authority. Accounts outside that authority are referred to the Carrier or appropriate Lovell Manager for review and approval.

Primary Responsibilities

• Support the Director of Underwriting and assigned Sales Manager(s) with new business, renewals, underwriting, quoting, and account servicing.
• Review account and underwriting information for completeness, accuracy, classification, eligibility, and coverage considerations.
• Work with brokers, clients, Sales Managers, and Carrier underwriters to obtain information, resolve underwriting issues, and secure necessary approvals.
• Prepare and process quotes within assigned authority and assist with accounts requiring additional underwriting approval.
• Coordinate new business and renewal activity from submission through quoting, binding, policy setup, and issuance.
• Maintain accurate account, policy, underwriting, and contact information in company and Carrier systems.
• Process policy changes, broker-of-record changes, cancellations, loss-run requests, and other account servicing transactions.
• Coordinate account information, documentation, correspondence, and reporting with brokers, Carriers, and appropriate internal departments.
• Provide responsive and professional service, manage multiple priorities, take initiative, and provide backup and support to peers and other staff as needed.
• Perform other sales, underwriting, and account support duties as reasonably required.

Qualifications

• Active New York State Property and Casualty insurance license or ability to obtain the license within 120 days of employment. Continued employment may be contingent upon obtaining the required license.
• 2-3 years of relevant workers’ compensation or commercial insurance experience preferred.
• College degree preferred. Relevant education may substitute for preferred experience.
• Strong analytical, mathematical, organizational, and problem-solving skills.
• Strong attention to detail and commitment to accuracy.
• Good computer skills and ability to effectively use and learn business software, insurance systems, and web-based applications.
• Excellent written and verbal communication and customer-service skills.
• Ability to manage multiple priorities and work independently within established authority.

Compensation

Base salary: $55,000–$65,000 annually, plus commission.

Final base salary will be based on experience and qualifications. This position is eligible for additional commission in accordance with the company’s commission plan and its applicable terms and conditions.

Lovell offers a competitive benefits package, including health insurance, a 401(k) retirement plan, paid time off, paid holidays, and other employee benefits, subject to applicable plan terms and eligibility requirements.