Get It Recruit - Finance

Underwriter - Remote | WFH

Get It Recruit - Finance San Mateo, CA

Get It Recruit - Finance

Underwriter - Remote | WFH

About Us

We are a leading provider of professional liability insurance for CPAs, committed to delivering tailored coverage and exceptional service to our policyholders. We are looking for a detail-oriented and motivated Underwriter to join our team and contribute to our continued success.

About The Role

As an Underwriter, you will:

  • Evaluate and make decisions on new and renewal insurance applications.
  • Determine pricing and terms for approved applications.
  • Respond to endorsement requests and assist policyholders/agents with coverage questions.
  • Analyze insurance applications and endorsements for various coverages.
  • Use external resources for thorough investigations.
  • Collaborate with other departments and senior team members on complex risks.
  • Provide excellent customer service through phone and email.
  • Analyze claims data and recommend improvements to enhance firm loss experience.
  • Participate in Loss Prevention seminars, firm visits, and agency calls as needed.
  • Assist in projects aimed at improving departmental performance.
  • Stay informed on market trends and competitor activities.

Qualifications

  • Bachelor's degree preferred; candidates working towards their degree or with relevant experience will be considered.
  • Minimum of two years in professional liability insurance preferred.
  • Strong mathematical skills and proficiency in Microsoft Word and Excel.
  • Must be licensed as a California Fire and Casualty Broker-Agent or willing to obtain the license.

What We Offer

  • A supportive and inclusive company culture.
  • Comprehensive benefits package, including health, dental, and vision insurance.
  • Long-Term Disability (LTD) and Short-Term Disability (STD) insurance.
  • 401(k) with company match.
  • Paid time off (PTO) and holidays.
  • Access to wellness programs and resources.
  • Employee assistance programs.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The hiring range for this position is $53,100 to $96,200 per year. The base pay actually offered will take into account internal equity and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience, among other factors.

Employment Type: Full-Time
  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Human Resources Services

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