Jr. Underwriting Account Manager, Facilities

Jr. Underwriting Account Manager, Facilities

The James Allen Companies Inc.

General Summary:
This position is responsible for the profitable growth of an assigned book of business, utilizing underwriting policies and guidelines, rating manual rules, and appropriate state insurance laws and regulations. The Junior Underwriter will work closely with their assigned Senior Account Manager and Director of Underwriting to make appropriate individual and portfolio risk decisions.


Essential Duties & Responsibilities:

  • Underwrite accounts for Healthcare Facility Underwriting within the scope of assigned authority.
  • Review and prepare indication proposals on submissions and account renewals for both Professional Liability and General Liability.
  • Present new submissions and recommendations to actuary, Director, VP of Underwriting, and Executive Management as necessary.
  • Process various policy endorsements and policy issuance.
  • Clearly communicate product offerings and position at the point of sale.
  • Maintain a diary system for managing scheduled letters and communications with brokers and insureds.
  • Produce form letters on account status to brokers/clients.
  • Input accounts into the database.
  • Produce analyses and reports as needed.
  • Review new submissions for outstanding information required to provide an indication.
  • Assist with claims coverage verification as needed.
  • Follow up with brokers/insureds on requested documents.
  • Conduct visits/meetings with brokers and insureds, establishing and maintaining effective relationships.
  • Stay informed on industry and regulatory trends and requirements.
  • Assist with additional projects as needed.

Education & Qualifications:

  • Bachelor’s Degree or equivalent business experience required; RPLU or CPCU designation preferred.
  • 1–2 years of professional liability insurance experience required; general liability experience preferred.
  • Foundational knowledge of underwriting processes, coverages, and tools to evaluate information for appropriate renewal and new business decisions.
  • Proficient in Word, Excel, and PowerPoint.
  • Independent worker with strong attention to detail and organizational skills.
  • Excellent written and oral communication skills.
  • Ability to maintain professional relationships with colleagues, insureds, brokers, and management.
  • Capable of functioning in a professional office environment and using standard office equipment.
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