Underwriting Team Lead
Department: Underwriting
Promotion to this role is subject to availability.
Role Overview
Role Description
Monitor team members' presence on the phone system and ensuring adherence to guidelines, as well as overseeing training for new team members and coordinating with other departments. Assess team's performance through quality assurance results and interactions, identify improvement areas, and deliver targeted training. Manage escalations, participate in projects, and provide progress reports on underwriters' work quality. Handle systems access for new hires, oversee team chat, and monitor and report on various aspects such as underwriters's phone usage, workload, QA results, among other initiatives.
Deep knowledge of all coverages/forms
Coaches UWs and delivers actionable feedback
Runs team meetings
Sets expectations for the team
Relays changes in processes to team
Performs QA to ensure team is performing to standards
Works x-functionally to drive strategy
Clear verbal and written comms
Identifies process improvements
Key Skills & Competencies
TEAM's NB Inspection SLA Adherence - 95%-99%
TEAM's All Other Task On-Time Completion Rate - 95%-99%
Personal Tasks - On-Time Completion Rate - 95%-99%
Phone QA Monthly Completion Rate - 90%-99%
Task QA Monthly Completion Rate - 90%-99%
KPIs
Role Development
Guidelines for Promotion into this Role
Mastery of product knowledge and navigation of underwriting guidelines, company's risk appetite and procedures including technical proficiency.
Exhibits a strong sense of autonomy while effectively demonstrating the ability to teach and train others on the products, services, underwriting philosophy, and procedures within the home department. Expert proficiency in negotation and handling difficult conversations.
Consistently exceeds management's performance expectations.
Expert proficiency with all internal applications.
Advanced utilization of underwriting principles and techniques with mastery. Meeting expectations completing QA audits and delivering results for coaching and development. Prioritize technical professional development of underwriters.
Works well with supervision. Will be called upon to perform additional duties such as underwriter's file review, agent/client complaint handling, training and mentoring, leading of projects as well as additional responsibilities and assist management. Supports departmental and corporate initiatives.
Maintain a positive attitude, deliver constructive feedback, exhibit a professional demeanor, and encourage constructive dialogue.
Beyond this Role
Common Next Roles
Supervisor
Similar Roles
Coming soon!