Call Center -Underwriter Associate CL – I

Team Focus Insurance Group

1d•Hybrid

About The Position

The Underwriter Associate CL - I provide high-quality, concierge-level service to insureds and agents by managing various servicing functions across small to mid-sized commercial accounts. The role is responsible for handling incoming calls and tasks both including service requests, renewals, billings, cancellations, setting up new business, and providing timely communication and updates to all clients. The Underwriter Associate CL-I plays a vital role in delivering accurate and efficient support across the policy lifecycle, while ensuring service standards and regulatory compliance are met.

Requirements

Basic customer service experience and/or insurance experience.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Experience with agency management systems such as EZLynx or similar platforms.
Ability to operate office equipment: scanners, copiers, fax machines, calculators.

Nice To Haves

Prior call center or high-volume customer service experience is a plus.
bilingual (English/Spanish) preferred.

Responsibilities

Receive incoming phone calls and service tasks regarding: Policy document requests, Billing inquiries, Renewal reviews, Claims, Cancellation Inquiries, Reinstatement Inquiries
Locate new or renewal policies in the system, review for accuracy, and ensure timely delivery to policyholders.
Communicate professionally with insureds, agents, and underwriters to: Confirm binding of policy renewals, Provide billing and task updates, Review potential cancellations and policy status, Answer general coverage questions, Provide support in identifying and assisting issues in new line quote submissions.
Set up accounts in agency systems and process FNOS (First Notice of Service) and FNOS Renewal tasks accurately.
Process insured-requested cancellations and conduct “White Glove” pre-cancellation outreach to retain business and mitigate risk.
Review policy expirations in advance of the renewal date and ensures timely communication with underwriters and clients.
Support agents by preparing documents and handling service requests on their behalf.
Intake claim information and initiate the reporting process with the carrier.
Maintain proper documentation and tracking of all servicing tasks.
Follow up on outstanding items and ensure all tasks are resolved within established timelines.

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