Junior Underwriter Goals and Objectives Examples
Achieve a high level of accuracy in underwriting decisions.
Meet or exceed daily production goals.
Demonstrate consistent adherence to underwriting guidelines.
Build and maintain strong relationships with clients.
Keep up-to-date with industry regulations and trends.
Provide excellent customer service to both internal and external customers.
Maintain confidentiality in all aspects of the job.
Maintain a positive attitude and contribute to a positive team environment.
Develop and maintain knowledge of various insurance products.
Respond promptly to client inquiries and concerns.
Identify and analyze risk factors to accurately determine premiums.
Meet or exceed turnaround time expectations.
Effectively manage time and prioritize workload to meet deadlines.
Demonstrate strong communication skills, both written and verbal.
Proactively identify process improvements and suggest solutions.
Collaborate with other departments to ensure smooth operations.
Commit to ongoing professional development through training and education.
Consistently achieve a high level of quality work product.
Exhibit strong problem-solving skills.
Accurately prepare policy documents and other correspondence.
Uphold company values and code of ethics at all times.
Work independently as well as part of a team.
Attend industry events and conferences to stay informed about industry changes.
Display a professional demeanor when interacting with clients and colleagues.
Continuously evaluate risk factors to maintain profitability for the company.
Stay organized and keep complete records of all transactions.
Conduct thorough research on clients’ backgrounds and history.
Ensure compliance with all relevant laws and regulations.
Provide input into product development and pricing strategies.
Accurately assess coverage needs based on client information.
Work to ensure the success of the team as a whole.
Maintain a high level of attention to detail in all tasks.
Continuously improve product knowledge and sales skills.
Respectfully communicate with clients during tough negotiations.
Work collaboratively with senior underwriters to learn from their experience.
Identify areas for process improvement and suggest viable solutions.
Maintain a positive relationship with internal stakeholders.
Attend weekly team meetings and provide updates on progress of work.
Be proactive in identifying potential risks and opportunities.
Demonstrate knowledge of industry trends and how they impact the business.
Ensure all processes are documented and easily accessible to other team members.
Work towards achieving or exceeding annual targets.
Develop presentations for prospective clients.
Liaise with brokers and agents to ensure smooth processing of applications.
Establish relationships with key stakeholders within the industry.
Remain current on market changes and competition.
Diligently review policies and endorsements to ensure accuracy and completeness.
Assist in developing training materials for new hires.
Provide guidance and support to junior team members when required.
Actively seek out feedback to identify areas for personal growth.
Create and maintain relationships with external partners/suppliers.
Act as a mentor to new hires when appropriate.
Uphold industry best practices in all aspects of work.
Stay up-to-date on local, regional, and national regulations affecting the industry.
Handle difficult client interactions with tact and diplomacy.
Be proactive in taking ownership of tasks and projects.
Closely monitor and manage risk exposure at all times.
Keep client information confidential and secure at all times.
Work collaboratively with colleagues across departments to achieve company goals.
Maintain a high level of professionalism and integrity in all interactions.
Participate in cross-functional projects as needed.
Work independently to complete tasks while seeking guidance as needed.
Use data analytics to make informed underwriting decisions.
Establish relationships with brokers and agents to generate new business opportunities.
Monitor changes in the competitive landscape to inform market positioning.
Continuously evaluate and adjust underwriting guidelines as needed.
Create and maintain reports to track progress against goals.
Assist in underwriting audits and reviews.
Participate in training sessions to improve knowledge and skills.
Ensure compliance with underwriting standards, policies, and procedures.
Demonstrates flexibility and adaptability in a fast-paced environment.
Provide feedback on products and services to inform future development.
Continuously seek out opportunities for professional growth and development.
Attend networking events to expand industry contacts.
Demonstrate strong negotiation skills when needed.
Keep up-to-date with advancements in technology that could improve efficiency.
Conduct ongoing research to stay ahead of trends and changes.
Work collaboratively with fellow underwriters to ensure consistency across accounts.
Use critical thinking skills to analyze complex data sets.
Uphold company values at all times, even in challenging situations.