Underwriter II

Role Description

The Underwriter II – Commercial Lines is responsible for providing high-level service and underwriting support for a portfolio of small to mid-sized commercial accounts, including select high-profile or complex cases. Core responsibilities include:

• Processing policy transactions with underwriting authority.
• Managing endorsement requests.
• Handling certificates of insurance.
• Responding to service inquiries.
• Proactively identifying cross-sell opportunities.
• Serving as a resource to peers.

This role emphasizes technical accuracy, strong communication skills, and a proactive, team-focused approach in delivering exceptional client service.

Qualifications

• Active Property & Casualty Insurance License required; must be able to obtain licensing in all 50 states.
• Comprehensive understanding of commercial lines insurance products and risk assessment.
• Proven ability to handle more complex or high-exposure accounts with minimal supervision.
• Strong verbal and written communication skills with a customer-first mindset.
• High degree of accuracy and attention to detail in processing and documentation.
• Proficient in agency management systems (e.g., EZLynx) and CRM platforms.
• Able to lead by example and provide informal peer coaching and support.

Requirements

• Associate or bachelor’s degree preferred.
• 3–5 years of experience in commercial lines underwriting or servicing with increasing responsibility.
• Previous experience working on mid-sized to complex commercial accounts highly desirable.
• Call center or high-volume service environment experience is a plus.

Benefits

• 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