Underwriter I

Position Summary:

Responsible for contacting the prospect and inquiring for his/her insurance coverage needs. Present a quotation SLIP that has been pre-approved by placement with the client's basic information and request issuance to operations. These contacts will be performed via call center, no visits required. These activities apply to transactional business segments with pre-negotiated and pre-packed products.


Customer Awareness

  • General servicing skills and etiquette
  • Maintain an awareness of the customer's business and insurance needs, noting all briefing information provided by Senior Servicing and Broking Manager

Customer Focus
  • Provide timely advice on internal enquiries
  • Provide timely advice on internal enquiries

Quality Assurance
  • Maintains quality level of work product

  • Adhere strictly to the Company's Quality practices and other systems and procedures
  • Comply fully with the Company's Errors and Omissions avoidance policy
  • Comply with company policy for continuous professional development

Personal Development
  • Build, maintain and demonstrate a comprehensive knowledge and understanding of Marsh business and Insurance practices
  • Take ownership of personal development and behaviors, proactively improving knowledge and skills

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