Underwriter CL - Associate

Peak6 Investments LLC; United States; Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Pet insurance

401K match

PTO

Holidays

Parental leave

Disability insurance

Tuition reimbursement

Commuter benefits

Remote/Hybrid options

Job summary

Team Focus Insurance Group seeks an Underwriter Associate CL-I to deliver concierge-level servicing for insureds and agents across commercial accounts. The role involves calls, emails, and task management to support policy lifecycles and regulatory compliance.

You will process renewals, billing inquiries, cancellations, and new business setup while maintaining timely communication with clients and underwriters. Strong Microsoft Office skills and EZLynx experience are preferred.

Qualifications

• Basic customer service experience and/or insurance experience.
• Prior call center or high-volume customer service experience is a plus.
• Proficient in Microsoft Office Suite; experience with EZLynx or similar platforms.

Responsibilities

• Customer & Agent Servicing (Calls, Emails, and Tasks): handle policy documents, billing inquiries, renewals, cancellations, and updates.
• Policy Processing & Account Management: locate and deliver policies, set up agency accounts, process FNOS tasks, maintain documentation.
• Retention & Renewal Support: review expirations, communicate with underwriters, assist with renewals and cancellations to retain business.
• Claims Intake & Coordination: collect claim info, initiate reporting with carriers, coordinate with teams as needed.

Skills

Customer service

Call center

Insurance knowledge

Tools

EZLynx

Microsoft Office

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.

The Underwriter Associate CL - I provide high-quality, concierge-level service to insureds and agents by managing various servicing functions across small to mid-sized commercial accounts. The role is responsible for handling incoming calls and tasks both including service requests, renewals, billings, cancellations, setting up new business, and providing timely communication and updates to all clients. The Underwriter Associate CL-I plays a vital role in delivering accurate and efficient support across the policy lifecycle, while ensuring service standards and regulatory compliance are met.

Customer & Agent Servicing (Calls, Emails, and Tasks) 40%

• Policy document requests, Billing inquiries, Renewal reviews, Claims, Cancellation inquiries, and Reinstatement inquiries
• Communicate professionally with insureds, agents, and underwriters
• Confirm binding of policy renewals
• Provide billing and task updates
• Review potential cancellations and policy status
• Answer general coverage questions
• Support agents by preparing documents and handling service requests on their behalf

Policy Processing & Account Management 35%

• Locate new or renewal policies in the system, review for accuracy, and ensure timely delivery to policyholders.
• Set up accounts in agency systems and process FNOS (First Notice of Service) and FNOS Renewal tasks accurately.
• Maintain proper documentation and tracking of all servicing tasks.
• Follow up on outstanding items to ensure all requests are resolved within established timelines.

Retention & Renewal Support 15%

• Review policy expirations in advance of renewal dates and ensure timely communication with underwriters and clients.
• Process insured-requested cancellations and conduct “White Glove” pre-cancellation outreach to retain business and mitigate risk.
• Provide support in identifying and assisting with issues in new line quote submissions.

Claims Intake & Coordination 10%

• Intake claim information from insureds and initiate the reporting process with the carrier.
• Ensure all claim-related activities are documented and communicated promptly to the appropriate parties.
• Participates as a member of the Service Center Flex Team; can expect to be cross-trained in other units/areas and should be prepared to assist with workload in those areas throughout the workday as business needs require.

Experience:

• Basic customer service experience and/or insurance experience.
• Prior call center or high-volume customer service experience is a plus.

Technical Skills:

• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Experience with agency management systems such as EZLynx or similar platforms.
• Ability to operate office equipment: scanners, copiers, fax machines, calculators.

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.