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Bilingual Underwriting Operations Associate, 12 M Contract
CNA Insurance. Performs initial underwriting analysis and documentation, including summarizing insured operations and running initial pricing analysis .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Property and Casualty Underwriting, including policy processing and documentation, while effectively managing account documentation and customer interactions. Strong analytical, time management, and communication skills are essential for coordinating account processing and servicing.
Highest-signal resume keywords
Property And Casualty UnderwritingPolicy Processing ProceduresAccount Documentation ManagementCustomer Service ExperienceMicrosoft Office Suite
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Underwriting AnalysisPricing AnalysisAccount Information GatheringRenewal PreparationAnalytical Skills
Soft Skills
Time ManagementCommunication SkillsCoaching AbilityIndependent WorkCustomer Interaction
Tools & Technologies
Microsoft Office SuiteAI-Enabled Technologies
Industry Keywords
Insurance ProductsEndorsement ReferralAccount ProcessingUpsellingRenewal Meetings
About the role
Key responsibilities & impact- Performs initial underwriting analysis and documentation, including summarizing insured operations and running initial pricing analysis
- Handles endorsement referral requests by analyzing and resolving referrals, making recommendations, and engaging agencies for clarification or missing information
- Establishes support needs for new and renewal policies and gathers relevant account information to quote or issue policies
- Analyzes account-specific information and summarizes findings for Underwriter review
- Liaises between the field and processing centers to support timely account setup, clearing, rating, issuance, and renewal preparation
- Coordinates account processing and servicing
- Leads pre-renewal meetings and builds renewal schedules of key activities
- Prepares and executes underwriting and pricing exhibits, including updated exposures, rating and pricing worksheets, and account information
- Manages account documentation and ensures file completeness and quality
- Communicates with external producers and customers as the first-line contact on account-related matters
- Identifies opportunities for upselling or account rounding
Requirements
What you’ll need- High school diploma, GED or equivalent experience
- Bachelor's degree preferred
- Typically a minimum of three years of related work experience in an office environment
- Knowledge of Property and Casualty underwriting including insurance products, policy processing procedures and documentation
- Strong time management, analytical and communications skills
- Demonstrated ability to work independently on multiple tasks
- Strong capability to advise and coach others
- Demonstrated customer service experience and ability to interact with a wide variety of people daily in person, via telephone and email
- Strong knowledge of Microsoft Office Suite and other enterprise business tools
- Responsible use of AI-enabled technologies such as Copilot or similar in accordance with company policies
Benefits
Comp & perks- Eligibility for additional incentives
- Equal employment opportunities
- Accommodation during the hiring process or upon hire