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Team Leader, Endorsement Core - Military Veterans

at Combined Insurance

Major Duties/Responsibilities of the Job :

People Management:

  • Direct accountability for the hiring, training and performance management of the Endorsement team.
  • Manage and drive productivity throughout the team while holding the underwriters accountable to specific metrics
  • 7 - 10 employees
  • May assist with Training and Development ( UW specialization)
Underwriting Management:
  • Manage and delegate Underwriting Authority
  • Field and approve referrals for teams based on established authority. Responsible for elevating items outside of authority to designated referral outlets including TUMs and Home Office
  • Maintain up to date knowledge and understanding on all applicable underwriting and corporate strategies and ensure compliance among the team
  • Work with Field and Center leadership to develop relationships with brokers/agents in assigned territories and to establish best practices
  • Regular cadence of underwriting audit to ensure quality of underwriting in compliance with corporate requirements.
Process Management:
  • Monitor, manage and oversee workload capacity of each team member and adjust as appropriate.
  • Ensure adherence to SLAs and service standards from an underwriting perspective.
  • Collaborate with the processing centers to ensure service delivery and quality policy issuance for policies written in the UWC.
  • Monthly communication of business unit results to leadership team
  • Monitor team organizational skills and production output to create capacity within departments.
  • Adhere to all workflows and procedures in compliance with corporate and branch strategies.
  • Support processing center to ensure timely processing of transactions to ensure throughput results are within UWC and corporate guidelines.
  • Ensure quality results are consistent with corporate standards by addressing and training in areas of concerns brought forth from CI audit scores, random self checks, and other audits.
Financial Management:
  • Achieve key endorsement metrics including SLAs, quality and productivity.
  • Support CI overall growth and retention goals by underwriting endorsements in line with Chubb customer service standards and Chubb underwriting profitability standards.


Minimum Required Skills and Qualifications:
  • College Degree (BS,BA)
  • Management experience, Underwriting Team Lead preferred, will consider new to Leadership
  • Middle Market Underwriting experience
  • Proven leadership capabilities with ability to effectively manage a large team of professionals
  • Strong business and financial acumen
  • Effective influence/collaboration capabilities
  • Must be able to effectively multitask and balance multiple priorities
  • Results oriented
  • Superior communication, interpersonal and process management skills with the ability to train others in a classroom environment or one-on-one on workflows and systems.
  • Demonstrated record of teamwork, managerial courage, and integrity.

Phoenix, AZ

Combined Insurance

There are hundreds of insurance companies for you to consider when searching for an insurance career, so why should you choose Combined Insurance? A position with Combined Insurance is much more than just an insurance job - we believe it is the opportunity of a lifetime.

We're a leader in the supplemental insurance industry with a rich history, a solid financial base and a bright future ahead of us. We offer exciting insurance careers with unlimited potential for growth and a merit-based system of advancement.

Become an Agent

As we continue to grow, we are looking for successful people to become Combined Insurance sales agents. Talented people in our sales force help us maintain our position as an industry leader in supplemental insurance.

Learn more and view available positions

Field Management and Support Careers

Our field managers and support staff are a crucial part of the success of Combined Insurance. These key people help train and manage our agents to be the best they can be, focus on creating and maintaining relationships with businesses and their employees and assist our in-field staff with support from the home office.

Learn more and view available positions

Corporate Careers

Our growth also means we need quality people behind the scenes, in our corporate offices, to serve both our customers and our sales force. There is a variety of exciting insurance career opportunities in our corporate offices to explore.

Learn more and view available positions

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