Underwriter CL Associate- Workers Comp

Team Focus Insurance Group

3d•Hybrid

About The Position

The Underwriter Associate CL-I provides high-quality, concierge-level service to insureds and agents by managing and multi-tasking across a broad range of servicing functions for workers’ compensation accounts, including complex billing matters, payroll adjustments, audit payment plans, and the coordination of loss runs and experience modification factors. This role handles a high volume of incoming calls, emails, and chats related to policy servicing, renewals, billing inquiries, cancellations, audits, and account maintenance, while effectively prioritizing multiple requests simultaneously. The Underwriter Associate CL-I plays a critical role in supporting the full policy lifecycle by delivering timely, accurate communication, maintaining regulatory compliance, and ensuring operational efficiency and service quality standards are consistently met.

Requirements

Experience: 3–5 years of progressive experience within the workers’ compensation insurance industry.
Technical Skills: Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Experience with management systems such as ImageRight or similar platforms.
Ability to operate office equipment: scanners, copiers, fax machines, calculators.
Accountability: Owns outcomes and meets expectations with integrity.
Client Service Orientation: Acts promptly and professionally to resolve client needs and improve satisfaction.
Communication: Communicates clearly in verbal and written formats; bilingual (English/Spanish) preferred.
Problem Solving: Gathers relevant information and proposes practical, timely solutions.
Technical Acumen: Understands and applies technical knowledge of P&C insurance in client-facing discussions.
Sales Insight: Applies consultative selling and identifies opportunities to offer additional value.
Organization: Manages multiple priorities in a fast-paced environment while meeting deadlines.
Professionalism: Exhibits respect, tact, and accountability under pressure.
Team Support: Fosters collaboration and assists team members as needed.

Nice To Haves

Prior call center and or high-volume customer service experience is a plus.
Experience handling customer inquiries via chat, providing timely, accurate, and professional responses while maintaining engagement and service quality.

Responsibilities

Customer & Agent Servicing (Calls, Emails, and Chats)
Receive and manage a high volume of incoming calls, emails, chats, and service tasks related to workers’ compensation policies, including:
Policy document and endorsement requests
Complex billing inquiries and audit-related questions
Renewal reviews and policy status updates
Claims inquiries by directing customers to the appropriate claims resources and adjuster contacts
Cancellation and reinstatement inquiries
Communicate professionally and effectively with insureds, agents, and underwriting partners to:
Confirm renewal processing and binding status
Provide timely billing, audit, and service request updates
Review potential cancellations and explain policy status
Address general workers’ compensation coverage questions within authority
Support agents by preparing policy documentation, coordinating service requests, and managing service needs for both voluntary and assigned risk policies, ensuring a consistent, high-quality customer and agent experience.
Policy Processing & Account Management Process and manage workers’ compensation policies, including new business, renewals, voluntary, and assigned risk accounts, ensuring accuracy, completeness, and timely delivery to policyholders and agents.
Review policy information for correctness, including payroll, classifications, billing setup, and endorsements, and resolve discrepancies as needed.
Maintain thorough and compliant documentation of all servicing activity, ensuring clear audit trails and adherence to regulatory and service standards.
Proactively follow up on outstanding items, coordinating across teams as needed to ensure all service requests are resolved within established timelines while effectively managing multiple priorities.
Compliance, Quality & Continuous Improvement Ensure all workers’ compensation servicing activities (including voluntary and assigned risk policies) are completed in accordance with regulatory requirements, carrier guidelines, and internal service standards.
Maintain high quality and accuracy across calls, chats, emails, and task processing while effectively multi-tasking and prioritizing competing requests.
Identify trends, recurring issues, or process gaps and escalate appropriately to support continuous improvement.
Actively participate in training, updates, and cross-functional collaboration to remain current on product knowledge, billing practices, audits, and service expectations.
Claims Support & Coordination Assist callers with claims-related inquiries by providing adjuster contact information and directing them to available resources for claim status and bill payment.
Document claim-related inquiries and guidance provided, ensuring accurate records and timely communication as needed.

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