Personal Lines Underwriter & Trainer
Access Plus Colorado Springs, CO Full-Time
About the Role
Access Plus is looking for an experienced Personal Lines Underwriter & Trainer to join our team. In this role, you will be a key part of delivering exceptional service to our member agents, managing underwriting processes, and supporting the training and development of member agents. If you thrive in a fast-paced environment, enjoy building relationships, and have a passion for developing others, we’d love to hear from you.
What You’ll Do
Underwriting & New Business
- Manage underwriting processes and quoting needs, reviewing existing policies and assisting member agents with inquiries.
- Underwrite and write new business for member agents, contributing to the growth of the member agent’s and company’s client base.
Member Agent Training
- Support the onboarding and training of member agents, providing guidance on underwriting processes, system usage, and company procedures to ensure agents are equipped to serve their clients effectively.
- Take an active role in developing member agents by sharing expertise and best practices to support their growth and effectiveness.
Communication & Relationships
- Process member agent’s requests efficiently, answer inquiries promptly (same day or next day by phone/email), and maintain open communication to build strong relationships.
Data & Reporting
- Ensure accurate and timely data entry in our CRM, monitor assigned tasks, and provide complete information to internal teams as needed.
- Generate reports as required, assisting with data analysis to identify trends and support strategic decision-making.
Problem-Solving & Teamwork
- Proactively identify and resolve member agent’s concerns, collaborating with colleagues to find solutions that meet their needs.
- Collaborate effectively with colleagues across departments to achieve shared objectives and foster a professional and respectful work environment.
What We’re Looking For
- Active Colorado P&C License.
- Minimum of 4 years of experience in personal lines insurance.
- Experience with management systems such as Epic or similar software.
- Proficiency in CRM software and Microsoft Office Suite.
- Strong communication and interpersonal skills.
- Excellent organizational and time management abilities.
- Strong problem-solving skills and attention to detail.
- Ability to handle multiple tasks and prioritize effectively.
- Ability to work independently and as part of a team.
- Customer-focused mindset with a commitment to delivering exceptional service.
What to Expect
Our team values accountability, collaboration, and a customer-first mindset. In this role, you’ll be expected to:
- Deliver outstanding customer service on quote requests and renewal business.
- Maintain accurate and up-to-date client information, policy details, and claims activity in our management system.
- Independently manage your workload while proactively seeking support on complex issues.
- Take ownership of your work, meeting deadlines with accuracy and efficiency.
- Contribute to a supportive, collaborative environment alongside fellow Underwriters and member agents.
How to Apply
Interested candidates should submit their resume and a brief cover letter outlining their experience in personal lines insurance and any relevant training or mentorship experience.
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
