Associate Underwriter

Title

Associate Underwriter

Location

Remote

About Us

Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi RMB Capital, and Curi Insurance-each with an unwavering commitment to serve clients. As fierce physician advocates, smart business leaders, and thoughtful partners, Curi offers unmatched access and exudes a deep understanding of specific client circumstances. Dedicated, approachable, and authentic, Curi goes the extra mile and delivers proven, actionable, and meaningful outcomes-in medicine, business, and life.

The Role

We are looking for a self-motivated and highly organized individual to work on our Underwriting team as an Associate Underwriter. In this role, you will report to the Director of Underwriting and be responsible for underwriting and servicing a book of business for individual healthcare professionals and clinics within their assigned territory. You will also support the underwriting team by gathering required underwriting information, filing documentation, and communication. You will have the ability to evaluate price risk within company guidelines. This role also requires a strong focus on excellent customer service.

Key Result Areas

Underwriting accounts and policy maintenance

• Obtain appropriate applications and required additional information
• Analyze risk exposure(s) through submission materials, including loss analysis evaluation
• Determine appropriate rating classification, rates and final pricing
• Perform experience rating with company approved filings
• Work closely with clients, agents and client acquisition, providing information and updates
• Assist underwriters by reviewing new business and renewal accounts
• Underwrite profitable new and renewal accounts and service accounts as assigned
• Prepare transaction instructions for processing team
• Input data into core underwriting systems
• Adhere to individual letter of authority
• Underwrite to meet profitability goals

Customer service

• Provide clients, agents and brokers with policy information, quotes and different coverage options as requested
• Build and maintain relationships with agents, brokers and clients in territory
• Serve as the team's first point of contact for all team accounts
• Serve as back-up team coordinator to ensure team's book of business is adequately and proactively supported
• Obtain appropriate documentation for new policies, renewals and endorsements
• Provide efficient and timely responses to internal and external clients

Partner with internal clients

• Obtain and provide necessary information regarding prospective and existing policy holders. This includes applications and other information needed to properly assess risk.
• Work with Customer Acquisition on new business applications and renewals
• Communicate with Claims on current claim activity
• Consult with Patient Risk and Safety on risk management practices
• Assist Finance in communicating premium changes and collecting unpaid/past due premiums

Information system management

• Utilize automatic renewal system where appropriate and ensure the business is serviced effectively and proactively
• Identify system issues and partners with IT for completion
• Assist with testing for upgrades/changes in Oasis and OnBase

Key Skills

• Demonstrated strong verbal and written communication style
• Strong analytical skills and ability to use analysis to make well-reasoned decisions
• Strong organizational skills and ability to manage multiple tasks simultaneously
• Ability to perform with moderate levels of supervision
• Ability to think critically and resolve problems of varying complexity
• Effective written and oral communication skills
• Excellent customer service skills
• Ability to handle stressful situations professionally
• Team player

Qualifications

• HS Diploma required
• Bachelor's degree in business administration preferred
• One to three years of insurance knowledge or experience (MPL preferred)
• Proficient in Microsoft Office

Predictive Index Assessment

As part of the interview and selection process, we are asking candidates to complete a behavioral and cognitive assessment conducted by Predictive Index. These assessments help the interview team evaluate how a candidate's behavioral characteristics and cognitive abilities align with the specific requirements of the role.

Please note that these assessments are just one component of our selection process and do not solely determine a candidate's eligibility for the position.

To proceed, please click on the link below to complete the six-minute, scientifically-validated behavioral assessment, as well as a cognitive assessment. The cognitive assessment measures general cognitive ability and helps us understand how quickly a candidate can learn and adapt to the role.

https://assessment.predictiveindex.com/bo/CP4D/AU

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values:

ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.
CURIOSITY: We ask and listen, stay curious, and are eager to learn.
TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.
INCLUSION: We respect, recognize, and encourage the differences that make us stronger-we are better together.
SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits

Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance.Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) and employer match, short-term disability, long-term disability, flexible time off, and 13 paid holidays annually.