Returning Candidate?

Assistant Wholesale Underwriter and Team Lead (Towerstone)

Assistant Wholesale Underwriter and Team Lead (Towerstone)

Job ID 
2017-1240
Job Locations 
US-TX-Dallas
Posted Date 
8/1/2017
Department 
Brokerage/Towerstone

More information about this job

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

 

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
 
We are recognized nationally as a leader in our industry.

  • 2016 Fortune's Top 50 Workplaces for Parents
  • 2014 Business Insurance Magazine Best Places to Work in Insurance, 6th Place nationwide, Medium Employer category
  • 2014 Dallas Business Journal’s Healthiest Employer Finalist
  • 2011 – 2013 Healthiest Employers in North Texas Award Dallas Business Journal
  • 2014 Kansas City Business Journal’s Healthiest Employer Finalist
  • 2013 Kansas City Business Journal’s Healthiest Employer Honoree
  • 2015 CoBiz Best of Colorado
  • 2014 Colorado Biz Magazine Colorado's "Perk"iest Companies Finish

 

 

What You’ll Do

The Assistant Underwriter and Team Lead is responsible for providing underwriting support by preparing reports, processing inquiries and communicating with retail agents.  This position is also responsible for acting proactively to ensure smooth team operations and workflows, effective collaboration and management of team PTO. 

 

Essential job responsibilities include, but are not limited to:

  • Prepare information needed to market new and renewal business
  • Ensure consistency of reports
  • Issue policies and process endorsements
  • Gather underwriting information from retail agents
  • Assist with invoice management
  • Manage and input data
  • Provide exceptional customer service to incoming calls
  • Discover training needs and provide coaching
  • Other duties as assigned

You Should Have:

  • Five to ten years of related experience
  • Proven work experience as a team leader or supervisor
  • Advanced computer skills, to include typing, MS Office and spread sheeting software
  • Excellent verbal and written communications skills, to include presentation skills
  • Strong attention to detail
  • Strong time-management and organizational skills

 

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

 

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.