Summary of Position
Falvey Insurance Group (FIG) is seeking a highly skilled and dynamic Underwriting Operations Team Lead to oversee the end-to-end underwriting process, ensuring seamless operations, compliance, and efficiency. This role is pivotal in driving operational excellence and enhancing the customer experience by leveraging technology, improving workflows, and fostering cross-functional collaboration.
Essential Duties and Responsibilities
Underwriting Process Management:
- Oversee the complete underwriting process, ensuring productivity, accuracy, and adherence to company and regulatory standards.
- Collect and review all required documents and data received on new submissions and renewals.
- Communicate with brokers in a timely and professional manner. Following-up with brokers for required application details and vessel information as needed.
Technology and Automation Optimization:
- Utilize proprietary technology and automation resources to streamline operations, improving efficiency and integration between the Underwriting Platform and CRM/Reporting platforms.
Onboarding and Integration:
- Lead the insured onboarding process, ensuring a smooth integration with FIG’s technology and operational frameworks.
Customer Journey Analysis:
- Map and analyze the customer journey within the underwriting process to identify pain points and opportunities for improvement, enhancing the overall customer experience.
Cross-Functional Collaboration:
- Work closely with customers, underwriting teams, and other departments to ensure alignment on goals, deliverables, and service standards.
Knowledge, Skills, & Abilities
Demonstrate effective interpersonal, organizational and presentation skills through both verbal and written communication with the ability to share knowledge and work effectively in a team environment in a professional manner with all level of company staff including management and other departments as well as Company clients.
Ability to work independently and use personal computer, calculator, company automation system and proficiency in various software programs, including but not limited to Microsoft Office and Adobe Acrobat.
Other Requirements
- 5+ years related experience with Commercial Insurance
- A minimum of 3-5 years’ supervisory experience is highly preferred
- Insurance operations knowledge is a plus
- Knowledge of underwriting procedures and policy terms and conditions
- Must have the necessary Property & Casualty Producer’s License or willingness to obtain such license within company allocated timeframe from date of employment.
Physical Requirements
Must be able to sit and operate a computer; answer and communicate on a telephone; operate fax and copy machine.
Supervisory Responsibilities
Yes
Equipment Used
Computer, telephone, copy machine, postage meter, scanner.
Hours of Operation and Working Conditions
This position supports our marketing efforts internationally. This position's work hours are Monday through Friday 9am - 5pm out of our Pheonix, Arizona office. This position operates under our hybrid schedule of 3 days in the office and 2 days working from home. Of the 3 days in the office, Wednesday and Thursday are mandatory. This position requires occasional flexibility for working additional hours to accomplish project objectives.
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What We Do
Falvey Insurance Group is one group with many solutions. We specialize in solutions for cargo, supply chain, logistics, and transportation, including Marine Cargo, Stock Throughput, All-Risk Shipper’s Interest, Transportation & Logistics Liability, and Vessel Pollution Insurance. Plus, we provide expertise on a range of supplemental products such as Motor Truck Cargo, Product Recall, and Builder’s Risk through our wholesale division.
