Personal Lines Risk Specialist (Underwriter)

Join our established, leading insurance network client is seeking an experienced Personal Lines Risk Specialist (Underwriter)!

What You’ll Do:

• Participate in and successfully complete a training program, including obtaining your state Property & Casualty (P&C) license.

• Handle inbound underwriting requests from sub-agents by quoting, recommending, reviewing, and binding insurance coverage.

• Apply sales techniques such as securing critical risk information, identifying and overcoming objections, generating interest, asking for the sale, and conducting follow-ups to convert leads.

• Use consultative skills to identify and analyze customer needs, ensuring high satisfaction, proper coverage, and customer education.

• Exercise independent judgment to evaluate complex risks and determine appropriate coverage terms.

• Develop underwriting strategies and contribute to product design.

• Build rapport and maintain professional relationships with sub-agents.

• Identify and measure how to place business with the appropriate carrier and coverage type (e.g., Standard, Non-Standard, High Value).

• Identify cross-selling and packaging opportunities to generate new revenue from additional lines of coverage.

• Maintain accurate data in systems to reflect account activity.

• Collect underwriting information from sub-agents and submit it to the appropriate company representative.

• Manage relationships with carrier partners at a strategic level.

• Operate with minimal supervision, setting your own workflow priorities.

What We’re Looking For:

• 2+ years of related work experience (e.g., in an office, carrier, agency, broker, or call center environment).

• High school diploma or equivalent (Associate’s or Bachelor’s degree preferred); ability to obtain and maintain a P&C License (active license preferred).

• Strong desire to learn, tenacity, strong sense of self, and emotional maturity

• Exceptional customer service, strong oral and written communication skills, and ability to handle customers professionally.

• Understanding of sales techniques; detail-oriented mindset.

• Proficient business computer application skills, including MS Office software.

• Strong organization and time management skills; ability to multitask using the phone and multiple computer programs simultaneously; ability to adapt to a changing environment.

• Ability to work effectively within a team environment; ability to identify workplace opportunities and offer solutions.

• Ability to make independent, customer-focused decisions; ability to adhere to a schedule and be accountable for results.