Responsibilities

• Develops and maintains effective business relationships at all levels of assigned agencies by conducting agency visits and attending events.
• Partners with Territory Managers to assist with assigned agencies' overall agency management responsibilities. This includes agency profitability, planning, development, and compensation/incentives.
• Takes initiative to identify, propose solutions, and/or lead crossdepartmental or customer service initiatives to improve organization effectiveness.
• Serves as main point of contact for assigned agencies to promptly answer telephone and email inquiries to interpret, explain and market Stonetrust’s products and services as well as work with agent to identify and resolve any potential issues.
• May serve as mentor, trainer, and subject matter expert for other staff.
• Performs agency training and/or development activities as needed.
• Gathers and analyzes competitor and producer information, including retention, profitability, and potential, to support pricing and risk appetite.
• Documents and completes agency call reports as per established guidelines.
• Maintains a fully developed knowledge of industry changes and legal updates to respond to changing business environment proactively.
• Request additional documentation necessary to process an application, endorsement, or cancellation. Appropriately document files and ensure all documentation required for new business is obtained according to underwriting guidelines.

Requirements

• Bachelor’s Degree preferred.
• 37 years of relevant underwriting experience, preferably in the workers comp industry
• Experience in rating methodologies, classifying risks, analyzing risk characteristics, and interpreting statutory elements within a particular state.
• This position requires knowledge of state applicable Workers Compensation rules and regulations, NCCI rules and its application to underwriting

Preferred

• Agency management experience with a focus on relationship building is a plus.
• Professional insurance designations (Agent, CIC, CPCU) a plus.
• Previous experience in insurance underwriting and marketing type activities/events preferred.