Underwriting Specialist II

Underwriting Specialist II

Aon's Ian H. Graham Insurance serves insurance brokers representing community association clients. We have an exciting opportunity for a hybrid Underwriting Specialist II working out of our Fort Washington, PA, office. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

• The Underwriting Specialist II will be responsible for underwriting primarily Directors & Officers and Crime insurance.
• This position includes account management as well as underwriting review of renewal risks within designated affinity programs targeting the nonprofit habitational segment.
• The position requires the ability to review and analyze existing business, gather data, and assess risk against established management liability underwriting guidelines.
• Internal and external underwriting tools will be utilized to achieve accurate risk assessment while communicating/documenting underwriting.
• This position requires maintaining a detailed knowledge of underwriting guidelines, carrier forms, products, and competitive landscape.
• Provide customer support and assistance to direct clients, brokers, and prospects to make recommendations and guide/educate on products.
• A key component of the position will be timely and accurate delivery of renewal proposals to retail agents/brokers to maintain program retention.
• Responsible for underwriting, obtaining, and servicing policies and meeting retention goals.
• Review renewals to determine the best options for clients going forward.
• The Underwriting Specialist II will achieve successful results through telephone work (both incoming and outgoing calls) along with correspondence via email, fax, and mail.
• Monitors, tracks and follows-up on proposals to ensure customer and broker satisfaction.
• Use sound judgment and independent thinking to achieve the maximum result within authority and state guidelines.
• Identify premium growth opportunities with current book by cross sell offering other coverage.
• Collect/monitor competitive intelligence on all key competitors within assigned areas; anticipate client's needs by contributing to research and development of products /endorsements.
• Work with clients or brokers to provide coverage overviews and clarifications.
• Works independently with moderate guidance and supervision.
• Actively seeks out new and challenging projects.
• Performs other duties as required.

Skills and experience that will lead to success:

• Property & Casualty license or must obtain within 90 days of hire
• Insurance industry experience preferred
• Strong verbal and written communication skills
• Strong analytical skills
• Ability to multi-task and work in a fast-paced team environment
• Self-motivated, highly organized and detail oriented
• Experience with MS Office suite products, proficiency with Excel required.
• Education: Four-year college degree in Business, Risk Management or Finance major preferred, or equivalent years of industry experience

How we support our colleagues:

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at View email address on click.appcast.io or your recruiter.

The salary range for this position (intended for U.S. applicants) is $60,000 to $70,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.