| Job Description | Overview - External :
This position is accountable for developing underwriting, relationships and engineering skills while providing assistance to the Account Manager, primarily on underwriting issues. Individuals in this position will complete all necessary training in underwriting, engineering, relationships, client servicing and sales as outlined in a specific development plan. It is expected that people in this position will develop the skills, experience, and knowledge to ultimately transition into an Account Manager, Senior Underwriting Specialist or Sales position, typically by going through the Underwriter II position.
Responsibilities - External :
Provides assistance to Account Managers in handling underwriting details such as linesetting, reinsurance needs and placement, MFL studies, rating and pricing, analysis of coverages, terms and conditions, value analysis and certificates of insurance.
Gains and maintains a good knowledge of the underwriting guidelines, policy terms and conditions, profitability analysis and pricing to assist the account manager in program analysis and design.
By working with the account manager on program structure and linesetting, gains an understanding of FM Global’s capacities and the use of the reinsurance placement and documentation practices (RATS).
Assist the Account Manager in account servicing activities including preparing for internal and external meetings, presentations, proposals to begin developing account management and effective presentation skills.
Utilizes relationship skills to identify clients’ operating strategies and business goals as well as identify strategic players to develop client servicing plans under the guidance of an account manager.
Learns loss prevention and control concepts, including how to read and utilize information from Risk Reports and utilize their knowledge to assist the account manager in exposure identification and analysis.
Qualifications - External :
Bachelors degree or equivalent; CPCU, ARM desirable. 2+ years insurance or financial industry experience preferred Strong analytical, problem solving, computer skills and attention to detail is required.
Basic proficiency level in the competencies of Account Management, Business Communications, Exposure Analysis, Negotiations, Presentation Skills, Program Structure & Linesetting and Relationships. Intermediate proficiency level in the competencies of Interpersonal Skills, Planning & Organizing, Policy Terms & Conditions, Profitability Analysis & Pricing and Underwriting Guidelines.
Job ID: 3701 |
| | Company | | FM Global | Job Code | | State or Province | | Ohio | | |
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