WHO WE ARE
We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company’s first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6’s core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets.
ABOUT THIS ROLE
The Underwriter Associate CL-I provides high-quality, concierge-level service to insureds and agents by managing and multi-tasking across a broad range of servicing functions for workers’ compensation accounts, including complex billing matters, payroll adjustments, audit payment plans, and the coordination of loss runs and experience modification factors. This role handles a high volume of incoming calls, emails, and chats related to policy servicing, renewals, billing inquiries, cancellations, audits, and account maintenance, while effectively prioritizing multiple requests simultaneously. The Underwriter Associate CL-I plays a critical role in supporting the full policy lifecycle by delivering timely, accurate communication, maintaining regulatory compliance, and ensuring operational efficiency and service quality standards are consistently met.
Position Description
Customer & Agent Servicing (Calls, Emails, and Chats) 40%
Receive and manage a high volume of incoming calls, emails, chats, and service tasks related to workers’ compensation policies, including:
Policy document and endorsement requests
Complex billing inquiries and audit-related questions
Renewal reviews and policy status updates
Claims inquiries by directing customers to the appropriate claims resources and adjuster contacts
Cancellation and reinstatement inquiries
Communicate professionally and effectively with insureds, agents, and underwriting partners to:
Confirm renewal processing and binding status
Provide timely billing, audit, and service request updates
Review potential cancellations and explain policy status
Address general workers’ compensation coverage questions within authority
Support agents by preparing policy documentation, coordinating service requests, and managing service needs for both voluntary and assigned risk policies, ensuring a consistent, high-quality customer and agent experience.
Policy Processing & Account Management 35%
Process and manage workers’ compensation policies, including new business, renewals, voluntary, and assigned risk accounts, ensuring accuracy, completeness, and timely delivery to policyholders and agents.
Review policy information for correctness, including payroll, classifications, billing setup, and endorsements, and resolve discrepancies as needed.
Maintain thorough and compliant documentation of all servicing activity, ensuring clear audit trails and adherence to regulatory and service standards.
Proactively follow up on outstanding items, coordinating across teams as needed to ensure all service requests are resolved within established timelines while effectively managing multiple priorities.
Compliance, Quality & Continuous Improvement 15%
Ensure all workers’ compensation servicing activities (including voluntary and assigned risk policies) are completed in accordance with regulatory requirements, carrier guidelines, and internal service standards.
Maintain high quality and accuracy across calls, chats, emails, and task processing while effectively multi-tasking and prioritizing competing requests.
Identify trends, recurring issues, or process gaps and escalate appropriately to support continuous improvement.
Actively participate in training, updates, and cross-functional collaboration to remain current on product…