NewtekOne

NewtekOne

Insurance Underwriter I - Commercial Lines

USA

Sponsorship not specified$50k-$60kDetected 51 days ago
Outbound SalesExcelCustomer SupportCommunicationTime ManagementMicrosoft OfficeAccounts PayableUnderwriting

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odds of building a lasting career here

15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70

No strong sponsorship signal in the public record yet. In the full product we resolve the exact legal entity and show its filing history with a confidence score — treat as unverified until then.

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About the role

  • Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.
  • Ensure all pertinent documentation is received and submission packets are sent to the marketplace in a timely manner.
  • Assist in the analysis and evaluation of new risks and provide renewal quotes, and process endorsements when needed.

Responsibilities

  • Collaborate with the BSSs and CSRs to ensure that the submission packet (application and all pertinent documents) is complete for new accounts and then forwarded to the marketplace to obtain quotes.
  • Any discrepancies and/or changes, missing information/documents should be requested from the BSS or CSR within 24 hours from receipt.
  • Support the Business Services Specialists (BSS) and Customer Service Representatives (CSRs) in maintaining a high flow of quotes for new business by using the submission packets provided by both the BSS or CSR to obtain as many comprehensive and appropriate quote options (generally, min. of 3 quotes) prioritizing based on due dates/effective dates by collaborating with BSS or CSR and client.
  • Create a BOR as needed. For example, should a BSS or a CSR have a client that wants to give us their business and not go through the marketing process, then we need to create a BOR.
  • Maintain outstanding market relationships, attend carrier trainings and meetings at the direction of management.
  • Fully document and track all marketing submissions according to process and procedure familiar with Surplus Lines tax filing process, using state licenses and courtesy filers, updating Newtracker and WorkSmart on a timely basis no later than 3 days.
  • This requires the willingness to learn and ability to organize, manage multiple tasks and collaborate across the team.

Requirements

  • Willingness to learn and achieve a good level of expertise with markets....
  • Basic knowledge and expertise with sales and insurance implementation of general liability, property, business owners, workers' compensation, auto liability, umbrella).
  • Basic knowledge of insurance products and usages as well as markets and reference to markets.
  • Ability to actively listen, give full attention to what other people are saying, take the time to understand the points being made, ask questions as appropriate, and not interrupting at inappropriate times.
  • Ability to multi-task in a fast-paced environment and act with a sense of urgency.
  • Ability to communicate clearly, effectively, and concisely, both orally and in writing.
  • Ability to work independently as well as in a team.
  • Learn and achieve a good level of knowledge of the Company products and solutions.

Nice to have

  • High School or equivalent experience plus minimum of 1 years of related experience in the insurance industry.
  • Associate degree a plus.
  • Prior working experience in Sales, Marketing and/or Customer Service Representative position a plus.

Compensation

  • $50k-$60k

Benefits

  • Work with BSS or CSR to identify coverage not included in submission packet (i.e., cyber liability coverage, level of coverage, etc.).

This listing is sourced directly from NewtekOne's careers page and normalized into a canonical job model.