Actively contributes to projects as a team member, demonstrating an understanding of both the upstream and downstream impacts of changes within and outside of Underwriting, may lead smaller scope projects within Underwriting.
February 27, 2023
Assisting with IRS audit defense including preparation of IDR responses and drafting issue responses as well as more formal appeals.
March 22, 2023
Review applications, renewal requests and endorsements for accuracy and compliance with company underwriting authority and guidelines.
March 24, 2023
Acts as the quarterback on the servicing team to meet client expectations and retain clients - including being an advocate for clients with insurance carriers, third party administrators, service staff and professional resources.
March 31, 2023
Participates in the identification, documentation, analysis and validation of intermediate level business processes, systems, and solution requirements.
April 17, 2023
Demonstrates a strong ability to help others gain an understanding of the underwriting process, including case reviews, identifying training needs and developing and delivering training.
April 24, 2023
Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for his/her assigned area(s) of responsibility.
April 24, 2023
Understand key regulatory directives issued by insurance regulatory and oversight bodies with an ability to identify and interpret key areas / processes impacted within the client organization.
April 28, 2023
Support Directors in the provision of first class advice in relation to the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments.
May 17, 2023
Manage end-to-end project execution, stakeholder communication and minimize engagement risk by proactively identifying issues and recommending courses of remediation.
May 20, 2023