Sales and Underwriting Associate

Position Summary

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.