Utilizes appropriate skills and tools to underwrite Financial Lines small business. Conducts in-depth underwriting analysis and determines best course of action on a risk specific basis.
Maintains underwriting quality standards. Includes appropriate file documentation relating to final underwriting decision.
Serves as the point person for managing assigned broker relationships. Maintains a high level of visibility through proactive account management, communication and visitation.
Develops and executes effective strategies to generate profitable business growth.
Analyzes opportunities and creates business development strategies for assigned book of business.
Prospects for new business and larger book consolidation opportunities.
Collaborates throughout Westchester to educate agents on products, services, as well as underwriting strategies and product marketing. Develops and/or participates in broker education events including CE courses and product fairs.
Gathers pertinent competitive information to assist in product development recommendations.