Underwriting Specialist III (Hybrid) presso Trustage

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:

The Specialist III, Operations Underwriting provides technical expertise to credit unions by servicing commercial property and casualty coverage requests including referrals from Operations Underwriting Specialist I’s when needed and acts as an insurance consultant to both internal and external customers.  The Operations Underwriting Specialist III utilizes comprehensive knowledge of policy coverage, loss prevention and full department underwriting authority to complete appropriate applications.  This position will also provide mentorship and coaching expertise to members of the CUP Servicing Team when appropriate.

Specialist—possesses detailed knowledge and/or skill on a particular subject or activity.  Their talents are devoted to a particular business focus and they provide guidance, technical leadership, and training to less experienced staff. Develops and implements solutions that align with key business strategies and initiatives.

Framework General Profile and Scope:       

• Performs routine assignments in the entry level to a professional job progression.
• Typically requires a college or university degree or the equivalent work experience that provides knowledge and exposure to fundamental theories, principles and concepts.
• Develops competence by performing structured work assignments.
• Uses existing procedures to solve routine or standard problems.
• Receives instruction, guidance and direction from others.

Job Responsibilities:

• Provide technical expertise to credit unions by servicing commercial property & casualty coverage requests, answering billing questions, resolving problems and issuing coverages within prescribed authority.
• Accept and complete referrals from other Underwriting team members when requested.
• Provide ongoing professional communication with field staff, insured’s, auditors, attorneys and other TruStage departments via telephone, letters, faxes and Internet. Primary communication is via the telephone.
• Act as an insurance consultant to both internal and external customers.
• Provide web support expertise to customers on TruStage webinars, added value services, and required renewal questionnaire. 
• Train credit union staff on using the Credit Union Protection website for transmitting requests for coverage changes and completing policy renewal surveys.
• Documentation of all verbal and written communication between internal and external customers using an on-line customer contact tracking system and effectively capture the underwriting decision making process.
• Provide mentorship and coaching expertise to CUP Servicing Team members.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelor's degree in Business, Insurance, Accounting or Finance or equivalent professional work experience. 
• 0-2 years of experience in Commercial P&C underwriting or risk management areas or comparable experience in the Commercial property and casualty line field.
• Demonstrated ability to analyze insuring agreements to determine coverage applicability.
• Demonstrated written and oral communication skills.
• Demonstrated effective customer service and problem solving skills.
• Ability to work effectively both independently and as part of a team.
• Detail oriented.
• Property and Casualty Licensed.

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If you’re ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.