Underwriting Specialist in Plymouth Meeting, PA at CBIZ

Date Posted: 11/2/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.   

CBIZ has been honored to be the recipient of several national recognitions:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®   
  • 2019 America’s Best Mid-Size Employers by Forbes  
  • 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence  
  • Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources 

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER). 

Essential Functions and Primary Duties
  • Primary focus is to assist in servicing and operational management of accounts
  • Underwrite, service, and manage assigned accounts of moderate *complexity 
  • Assess exposure and determine rates, terms and conditions of coverage in accordance with guidelines and uses judgement underwriting to evaluate a risk
  • Determine either to accept, modify, or decline risks- request reinsurance as necessary
  • Decrease value of policy when risk is substandard to limit company obligation, and specify applicable endorsements, or apply rating to ensure safe and profitable distribution of risks
  • Develop or modify policy wording when standard text is not appropriate
  • Bind coverage and initiate issuance of documents
  • Sign policy and authorize transmittal of documents to brokers and markets as required
  • Additional responsibilities as assigned
*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size.  

Preferred Qualifications
  • Bachelor's degree

Minimum Qualifications
  • High school diploma or GED required
  • 3 to 5 years of underwriting experience
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Demonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Effective customer service skills
  • Proficient use of applicable technology
  • Ability to work in a team environment as well as independently
  • Ability to analyze and prioritize multiple responsibilities

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