Team Lead - Underwriting Operations - Remote

Crum & Forster Insurance; Morristown, New York (NJ, NY); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Team Lead to guide the Underwriting Assistant team. This pivotal role involves mentoring, conducting quality reviews, and ensuring compliance with standards. The ideal candidate will possess strong leadership and analytical skills, with a focus on collaboration and continuous improvement. Join a dynamic organization committed to employee development and community responsibility, where your contributions will enhance operational efficiency and team success. This is a fantastic opportunity to make a significant impact in a supportive and innovative environment.

Benefits

Competitive compensation package

Generous 401K employer match

Employee Stock Purchase plan

Generous Paid Time Off

Comprehensive health benefits

Tuition reimbursement

Professional training opportunities

Volunteer opportunities

Corporate giving program

Qualifications

• 2+ years in a leadership or team lead role in quality assurance.
• Experience in commercial lines rating and post-bind processes.

Responsibilities

• Assist in leading the Underwriting Assistant team and conducting quality reviews.
• Support underwriting with transactions and monitor policy accuracy.

Skills

Leadership Skills

Analytical Skills

Attention to Detail

Communication Skills

Technical Proficiency

Customer Focus

Organizational Skills

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

SharePoint

Job description

Crum & Forster Company Overview

Crum & Forster (C&F), with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.

Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.

C&F is part of Fairfax Financial Holdings, a global, billion dollar organization. For more information about Crum & Forster, please visit our website: www.cfins.com.

Job Description

The Team Lead will assist the Operations Manager in leading the Underwriting Assistant team while supporting the business strategies and activities of the underwriting departments. This role involves conducting quality reviews, mentoring team members, and ensuring compliance with company standards and regulatory requirements. The ideal candidate will have strong leadership skills, a detail-oriented mindset, and the ability to collaborate effectively with cross-functional teams.

What you will do for C&F:

Leadership & Team Support:

• Assist the Operations Manager in overseeing the Underwriting Assistant team, both onshore and offshore.
• Provide one-on-one training to team members as needed, ensuring consistent knowledge transfer and skill development.
• Lead check-in meetings with offshore operations staff to ensure alignment and productivity.
• Serve as a liaison for the team to assist in resolving issues and escalating concerns when necessary.
• Foster a culture of collaboration, quality, and continuous improvement within the team.

Operational Support:

• Support underwriting with the handling of booking, drafting, issuing, and post-bind transactions.
• Produce and analyze reports to ensure accurate and timely transactions are processed, reporting issues to the Operations Manager.
• Monitor and manage work to ensure policy transactions are booked and issued accurately and meet corporate time service standards.
• Screen transactions to determine proper processing and refer transactions to underwriters when necessary.
• Perform all other duties and special projects as assigned.

Quality Assurance & Process Improvement:

• Conduct quality reviews of insurance policies, cancellations, endorsements, and other post-bind transactions to ensure compliance with company standards and regulatory requirements.
• Identify discrepancies, errors, or inefficiencies and provide training and guidance on corrective actions.
• Analyze workflows and processes to identify opportunities for improvement and increased efficiency.
• Develop expertise in new processes and procedures to create QA attributes and provide comprehensive reporting on QA results.
• Evaluate and implement QA tools and technologies to enhance testing efficiency and effectiveness.
• Stay updated on emerging trends and advancements in QA methodologies and tools.

Collaboration & Communication:

• Communicate and collaborate with other departments within the corporation to answer policy questions, resolve issues, and identify ways to streamline processes.
• Communicate with producers to obtain information required to complete transactions.
• Provide regular updates to stakeholders on QA progress, challenges, and improvements.

What you will bring to C&F:

• Experience in quality assurance, with at least 2 years in a leadership or team lead role.
• Minimum of 3 years of experience in commercial lines rating, comprehensive issuance, and post-bind processes.
• Experience with Admitted insurance policies highly preferred.
• Strong expertise in surplus lines policy issuance and post-bind operations.
• Bachelor’s degree preferred.
• Must be able to travel as required (5-10%).

Skills & Competencies:

• Technical Ability: Expertise in developing QA attributes and reporting by mastering new processes and procedures.
• Analytical Skills: Ability to review and interpret complex data and audit reports. Strong problem-solving skills to identify discrepancies and resolve issues.
• Attention to Detail: High level of accuracy in reviewing audit reports and maintaining records. Thoroughness in following audit procedures and guidelines.
• Communication: Excellent verbal and written communication skills. Ability to clearly explain audit findings and requirements to policyholders, agents, and auditors.
• Teamwork: Engages and aligns with others for the benefit of the team and company.
• Customer Focus: Provides quality and timely service to internal and external customers.
• Technical Proficiency: Proficient in Microsoft Word, Excel, Outlook, and SharePoint, as well as other internet-based technologies required by the role.
• Organizational Skills: Exceptional attention to detail, ability to multi-task, and work in a fast-paced environment.

Additional Requirements:

• Highly motivated with a positive outlook and a service-oriented mentality.
• Ability to adapt quickly and move seamlessly between projects.
• Strong math and data analysis skills, with comfort in interpreting and manipulating report data.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this role. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

What C&F will bring to you

• Competitive compensation package
• Generous 401K employer match
• Employee Stock Purchase plan with employer matching
• Generous Paid Time Off
• Excellent benefits that go beyond health, dental & vision. Our programs are focused on your whole family’s wellness, including your physical, mental and financial wellbeing
• A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
• A dynamic, ambitious, fun and exciting work environment
• We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program that lets you participate and support your community

At C&F you will BELONG

If you require special accommodations, please let us know. We value inclusivity and diversity. We are committed to equal employment opportunity and welcome everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you require special accommodations, please let us know.