Evaluate personal auto, property and liability risks for acceptability in accordance with company underwriting guidelines and philosophies. Build positive relationships with agents and team members to achieve department and company goals.  Assist underwriters in an engaging team environment.

Provide strong operational support to ensure insurance product transactions are completed accurately and in a timely manner.  Identify opportunities to improve productivity and processes within the department and assist in the development and implementation of these methods. Complete individual tasks in a timely and accurate manner while also contributing to a team environment by accomplishing additional job-related responsibilities.


Underwriting Support

Support underwriters in reviewing and evaluating homeowner, automobile, and personal umbrella based on established guidelines to assess risks for such items as adequate coverage, type, amount, location of risks, and proper pricing.

Assist with the processing of new business applications, renewals, endorsements, cancellations, reinstatements and non-renewals.

Review transactions to determine proper methods of processing.

Verify data and perform technical tasks in the data processing function.

Examine, revise, approve, and dispatch input and output materials according to established specifications.

Order and review miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections, loss control, etc.

Agent Relationships

Develop productive relationships with the assigned agents by providing timely and professional customer service to facilitate the business processes.

Develop an understanding of assigned agents’ book of business to better apply analytical tools and metrics for decision making.

Contribute to effective marketing of company products and the development of essential agent engagement through the delivery of a high level of customer service.

Field and answer call overflow from underwriters in a prompt manner.

Handle escalated calls, exercising good judgment to make appropriate, respectful recommendations.

Other Responsibilities

Proactively identify ways to improve processes and efficiency.

Assist with the training and mentoring of junior team members.

Maintain organized and fully-documented Underwriting Files and databases on specific customer information and inquiries.

Complete quality control checks of assigned product lines.

Ensure responsibilities are completed accurately and in a timely manner.

This job description is not all-inclusive and may include additional duties as required



Bachelor’s degree, or equivalent combination of education and experience.

Property & Casualty insurance courses preferred.               


Minimum of one year of processing experience/exposure to property and casualty underwriting.


Excellent written and verbal communication and interpersonal skills, including the ability to effectively communicate with internal and external customers and in a team environment.

Experience with Microsoft Office, including Word, Excel and Outlook

Basic knowledge of underwriting guidelines and rating an added benefit

Detail oriented and ability to multi-task while meeting deadlines and achieving expected levels of quality and accuracy.

Ability to adapt to change in a fast-paced environment and handle multiple priorities

Analytical and mathematical skills to evaluate discrepancies in manually prepared and/or system-completed transactions and  to interpret underwriting instructions accurately

Ability to evaluate and identify the information required to make good underwriting decisions

Willingness to learn, apply, and increase knowledge in broad range of insurance laws, company policies, computer systems, and procedures relating to underwriting and operational procedures. 

The Customer Service position provides an exciting and challenging opportunity to work in a dynamic and fast-paced Customer Service environment.

The Customer Service Representative will excel in customer service, directly impacting our customers and agents and demonstrating a true commitment to customer service excellence through positive, effective, and diplomatic oral and written communication skills.

The Company is willing to train candidates that the meet the education and experience required through on the job training and our fully funded Tuition Reimbursement program. A candidate for this position should be comfortable using virtual meeting applications for the purposes of training, coaching, and mentoring from the department manager. 

Training for this role will be onsite. There is an option for a hybrid work schedule, with in-office days on Tuesdays & Thursdays, when the training period concludes.



Communicates over the telephone in a courteous and pleasant manner, projecting confidence with a positive tone.

Ability to defuse negative situations with professionalism and maturity

Job Knowledge

Able to thrive in a fast-paced learning environment and will quickly gain knowledge of company billing, claims, and underwriting procedures

Researches and analyzes billing, claims, and underwriting issues.

Resolves problems that require judgment based on company guidelines and philosophies in a timely manner.

Identifies trends and reports items to appropriate management.

Applies knowledge of company processes to explain requirements to callers.

Initiates account changes and corrections based on customer requests.

Other Responsibilities

Excellent problem solving skills and the ability to resolve issues without escalation

Education & Experience

Desired candidates will have 4 year work related Degree preferred.

Prior work experience in customer service is preferred.



Responsible for developing and managing a profitable book of business by collaborating with the Personal Lines team and Marketing team and building productive relationships with assigned agents. Evaluates personal auto, property, and liability risks for acceptance, denial, or amendment in accordance with company underwriting guidelines. Works with the team and other departments to identify and develop business opportunities for profitable growth. Uses existing analytical tools to execute sound underwriting and business development decisions and identify other tools, dashboards, and analytics to enhance future performance. Works collaboratively with internal stakeholders to accomplish department and corporate goals. Trains agents and underwriting staff to ensure consistency with established procedures and guidelines. Enhances agent’s’ knowledge of Quincy’s products to maximize business outcomes.

Training for this role will be onsite 3-4 days per week. There is an option for a hybrid work schedule, with in-office days on Tuesdays & Thursdays, when the training period concludes.

Open to considering an Underwriter II based on experience.


Front Line Underwriting and Communication

Conducts front line underwriting of auto and property risks using expert knowledge of policy coverages, company guidelines, systems and philosophies while integrating advanced portfolio management and analytics into underwriting actions.

Uses expert judgement to make decisions and effectively conveys appropriate messaging based on the audience in a professional manner.

Approaches business entrepreneurially to achieve Personal Lines and corporate goals.

Executes strategically to identify and resolve threats and take advantage of opportunities.

Promotes continual self-learning, remain informed of competitive and industry trends. Actively shares knowledge across internal and external stakeholders.

Communicates strategically with all stakeholders.

Provides excellent and responsive customer service to agents.

Relationship Building and Business Development

Actively engage internal and external stakeholders to build rapport and productive relationships while promoting teamwork and collaboration to address challenges and drive improvement.  

Partners with Marketing and Management to actively support marketing activities by developing and strengthening agent relationships to ensure an understanding of market appetite, quality and profitability of submissions, service standards, and underwriting or product changes.

Develops and maintains strategic and mutually beneficial relationships with agents, setting goals and providing training and tools to achieve business goals.

Utilizes available business data to identify opportunities to grow, improve profitability, and resolve challenges.  

Readily adapts to and effectively manages changing priorities and new inputs to situations and our business needs.


Utilizes expert knowledge of Quincy business appetite, products, systems and workflows to effectively train and support company staff and agents.

Mentors fellow team members by sharing knowledge and experience. Build the knowledge of internal staff with a focus on meeting business unit and corporate business goals. Assist in on-boarding of new staff.

Works with Marketing to plan and lead training of agency staff to understand our business appetite, system, products and value proposition.

Conducts the necessary follow-up review of trainee's work and provide feedback and additional training as necessary.

Effectively plans and conducts training based on the needs, experience and responsibilities of the audience and perform the appropriate follow-up to answer any outstanding questions or concerns.


Business Insight, Analytics and Process Improvement

Apply expert knowledge of key business drivers and utilize available business intelligence to analyze and evaluate book metrics to identify opportunities or challenges. Consider potential strategies and prioritize underwriting actions to achieve corporate goals.

Effectively communicates and message to stakeholders the key elements which support our market appetite and that drive our growth and profitability.

Remains informed of competitor's market presence, regulatory changes and gauge potential impact on our organization. Considers and propose changes to our products or platform to improve competitive position and ease of doing business.  Participates in rate filings, systems changes or market analysis.



Bachelor’s Degree or the equivalent work experience in the insurance field.

Professional designation of Chartered Property Casualty Underwriter is preferred.


Three to five years experience in property and casualty insurance, with at least two years of practical exposure to desk underwriting.




The Senior Programmer Analyst I is responsible for developing a broad scope of system solutions for user requests at an established Property and Casual insurance carrier.  The position works within the full development cycle, from specification review to successful production deployment, in a hybrid, team-oriented work environment.

This position currently follows a hybrid work schedule, with in-office days on Tuesdays & Thursdays.


System Maintenance and Enhancement

Production Support

Other Responsibilities



Bachelor’s degree in Computer Science or equivalent.




The System Analyst II works closely with other IT staff to assist in supporting and presenting solutions to design new IT solutions, modify, enhance, or adapt existing systems, and integrate new features or improvements, all with the aim of improving business efficiency and productivity for Quincy Mutual Group, agents and customers.

This position will collaborate with DocuMaker programmer to gain a vast knowledge of the product with the objective to complete system investigation reports in a timely manner and work effectively with IT and BA’s on DocuMaker projects. The System Analyst II position is responsible for maintaining an organized and fully documented DocuMaker manual for future use and training guide. This position also studies current computer systems and procedures and helps design solutions to make the organization operate more efficiently and effectively.

The System Analyst II will bring business and information technology together by understanding the needs and limitations of both by performing the steps to help take projects through the project life cycle.

This position currently follows a hybrid work schedule.


Communication and Relationship Building

Job Knowledge




4 year college degree



3 years Insurance background

3 years IT Systems Analyst I experience