Underwriting Professional Development Program

Jobtailor; Richardson (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor seeks an entry-level underwriter in Richardson, TX. The role involves underwriting and assessing risk for less complex accounts under supervision, and building relationships with customers, agents and brokers. You will develop consultative sales and negotiation skills through coaching.

The position emphasizes planning and organization to manage a desk and territory, with a focus on collaboration and personal development within underwriting, marketing, and related areas.

Qualifications

• Educational background in Business Administration/Management, Finance/Accounting, Economics, Mathematics/Science, or Sales/Marketing/Communications.
• Demonstrates ability, curiosity to learn the business.
• Understands factors impacting the property & casualty industry for decision-making.
• Analytical thinking with financial acumen for day-to-day profitability.
• Ability to build and maintain productive relationships with customers, agents, and brokers.

Responsibilities

• Underwrites and assesses risk for less complex accounts under supervision.
• Establishes relationships with customers, agents and brokers.
• Develops consultative sales and negotiation skills through interaction with agents/brokers and coaching from manager.
• Develops planning and organization skills to manage desk and territory.

Skills

Underwriting

Risk assessment

Relationship building

Consultative sales

Negotiation

Planning & organizing

Collaboration

Personal development

Financial acumen

Education

Business Administration/Management

Finance/Accounting

Economics

Mathematics/Science

Sales/Marketing/Communications

Job description

• Under direct supervision, underwrites and assesses risk and makes recommendations for less complex accounts in a market segment.
• Establishes effective relationships with customers, agents and brokers.
• Develops consultative sales and marketing skills through interaction with agents/brokers and via coaching from their manager.
• Develops negotiation skills through interaction with agents/brokers and via coaching from their manager.
• Develops planning and organization skills necessary to effectively manage desk and assume a territory.
• Effectively collaborates with others on all aspects of job.
• Takes initiative for personal development and seeks to learn through underwriting, marketing, and other related opportunities.

Requirements

• Educational background/coursework in Business Administration/ Management, Finance/Accounting, Economics, Mathematics/Science, Sales/Marketing/Communications.
• Industry/Business Knowledge: Demonstrates an ability, desire, and intellectual curiosity to learn the business.
• Business Perspective: Uses knowledge of internal and external factors impacting the property & casualty industry to make decisions.
• Analytical Thinking/Financial Acumen: Identifies current or future problems or opportunities, analyzes, synthesizes and compares information to understand issues, identifies cause/effect relationships and explores alternative solutions to support sound decision making. Understands and uses financial information, tools and expense management principles to accomplish day-to-day work and maximize profitability.
• Relationship Management: Seeks out, builds, fosters and maintains productive relationships, networks or alliances to meet goals and achieve results.
• Valid drivers license or alternate means of personal transportation.

Core Competencies

Demonstrates strong analytical thinking and financial acumen to assess risk and make informed decisions in the property and casualty industry. Builds and maintains effective relationships with customers, agents, and brokers while developing consultative sales and negotiation skills.

Certifications & Qualifications

• Valid Driver's License