Underwriter IV (Remote)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose: 
 

This position is responsible for assessing the exposures/risks and recommending appropriate solutions for our largest and most complex credit unions/customers in a highly competitive environment. This position will also be accountable for collaborating with other staff/business areas as appropriate and serve as a risk assessment resource for others.

Job Responsibilities: 

• Evaluate customer risks and exposures for assigned product line(s).
• Apply underwriting knowledge, judgment and appropriate underwriting philosophy to determine what information is needed.
• Review new policy applications, declaration pages, questionnaires and other support documents for completeness of information.
• Underwrite policies up to predetermined amount.
• Participate in field planning meetings; mid-year executive reviews; renewal presentations and outside risk management analyses.
• Participate in special projects/initiatives as needed.
• If a people leader, responsibility for directing team members, including coaching and motivating, including review and auditing of less senior underwriters.
• If a people leader, provide technical underwriting guidance to members of underwriting team, including approving accounts that are outside the authority of less senior underwriters.
• If a people leader, HR responsibilities to include performance reviews, monthly scorecard meetings with financial reviews and regular discussions regarding individual development plans. Report to manager on employees, progress, monthly.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelor's degree or equivalent work experience.
• 6+ years of progressively responsible underwriting experience. Experience may include related areas such as claims, credit union or financial institution internal operations and financials.
• Expert level knowledge regarding credit union operations.
• Demonstrated strong organizational, analytical, planning, interpersonal and creative problem-solving skills.
• Strong attention to detail.
• Strong presentation and project management skills.
• Demonstrated ability to communicate with internal/external customers.
• Demonstrated desire to continue professional growth/education.
• Willingness to travel.

If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume.  Applications received without this information may be removed from consideration.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.