Determines terms to offer (policy limits, credit limits, deductibles, coverage options and conditions, work programs, etc.) based on submissions
Prices business in accordance with company guidelines
Conducts investigations of new and existing accounts through business owners (banks, owners, creditors, debtors, architects, engineers, criminal record checks, on-site visits, etc.)
Assesses risk quality and compliance within company guidelines
Orders and analyzes miscellaneous business reports (credit checks, bank agreements, financial statements, underwriting surveys)
Makes recommendations on risks over authority
Enters, maintains, and monitors accounts using underwriting, analysis, and desktop systems
Prepares effective internal and external communications on underwriting issues
Develops and maintains effective business relationships with internal and external customers/coworkers to attract and retain profitable business
Visits producers and principals to retain existing accounts, build relationships, and develop new opportunities