Job Description:

The Commercial Lines Underwriting Assistant is responsible for the processing and rating activities for automated and manual commercial lines policies for assigned lines of business.  The position also assists in training of other members of the Commercial Lines Processing Team to ensure that quality products and superior service are provided to our agents and insureds.  As required by specific business needs within identified underwriting office locations, this position may be assigned to support 1-3 Sr. Territory Managers or exclusively handle an agency, as the duties noted below under Essential Duties and/or may provide administrative and clerical support to assist in the achievement of Personal Lines business goals.

 

 

Competencies and Essential Duties of the Commercial Lines Underwriting Assistant

 

Team Building:

Trains less experienced team members and new employees on tasks and processing in new lines of business

Adheres to the work group’s expectations and guidelines; fulfills team or work group responsibilities; demonstrates personal commitment to group goals

 

Attention to Details:

Monitors designated mailboxes for proper handling

Accesses and records the statistical information necessary for the development of statistical and actuarial reports

Reviews the work of other team members for quality and reports results to the Service Coordinator

Has a working knowledge of multiple systems and can discern inconsistencies between each

Quality Orientation:

Gathers necessary data for assigned transactions, in accordance with the Company’s rate, rule and form filings, to assure an accurate product

Processes automated and  manual transactions for assigned lines of business, to include:  quotes, new business, renewals, endorsements, audits, cancellations (notices and return premium calculations) and related activities such as reviewing policies after audits for possible renewal updates, determining fire rates on-line, interim billings, etc.

Gathers required base rates, LCM, and other details from ISO Suite and other sources, sets up and manually rates (does calculations for) transactions not 100% automated within the policy processing systems for assigned lines of business.  Completes manual transactions including forms and Declarations

Enters transaction information into the PC, as applicable, to record it on the system for processing and document production

May provide direct support to 1-3 Sr. TM’s, working independently with the Sr. TM’s to complete work required of a CL UA.  May also have work assigned to them by the Service Coordinator

Monitors and handles various reports such as RPTProd & those received through STAFF-DATABASE ADMIN, etc.

Assists with Bond tasks, such as new and renewal of POAs, Agency terminations, etc.

Planning and Organizing:

Initiates and follows-up on correspondence with agents on routine matters

Positive Approach:

Works closely with the CSS to resolve errors and account or agency issues or concerns

Participates in special projects, as assigned by the Service Coordinator

Applied Learning:

Puts new knowledge, understanding, or skill to practical use on the job; furthers learning through practice and ongoing feedback

Readily absorbs and comprehends new information and develops skills from formal and informal learning experiences

Performs various projects requested or assigned by the Service Coordinator

 

Corporate Core Competencies of the Commercial Lines Underwriting Assistant

Effectively Communicates and Connects:

Communicates clearly and concisely

Prepares written communications that adhere to department standards

Attentively listens and asks clarifying questions

Builds a positive relationships within the workplace

Customer Focused:

Develops and maintains knowledge about the needs of customers and how the team provides value

Aware of customer risks and when to escalate risks

Identifies and utilizes the appropriate resources to solve customer problems

Accelerates follow-up and action to resolve issues

Talent Development Mindset:

Brainstorms ideas for technical and/or professional development

Works with supervisor to identify relevant development opportunities, shadow opportunities, including technical skill building and professional skill enhancement

Acts on opportunities to recognize colleagues for a job well done

Demonstrates Adaptability:

Seeks to understand others' needs and perspectives, especially those different from incumbent’s own

Open to learning about new and challenging ideas to drive the success of the work in which incumbent is involved

Learns how to be flexible to accommodate deliverables and prioritize work effectively

Demonstrates Accountability:

Takes ownership of mistakes and consults with others to resolve, learning from the experience

Consistently checks the accuracy of work

Provides coverage or assistance to others when needed

Proactively steps up to provide guidance or assistance

 

Special Relationships of the Commercial Lines Underwriting Assistant

The Commercial Lines Underwriting Assistant reports to the Service Coordinator

This position regularly interacts with all levels of personnel within the processing unit and the assigned underwriting office, including both Sr. and non Sr. Territory Managers

Occasionally interacts with personnel from the claims service office and Billing Services; as well as personnel from agents’ offices

If the incumbent in the position is providing administrative and clerical support to Personal Lines underwriting initiatives, the individual will have the opportunity to interact with Personal Lines agents and agency staff personnel, as well as Personal Lines underwriters and processing staff.  These incumbents will also have a dotted-line reporting relationship to the Personal Lines Underwriting Manager

 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Why Penn National Insurance

A career with Penn National Insurance/Inservco offers a total rewards package that makes us a regional employer of choice.  When you are part of the Penn National Insurance/Inservco family, we want you to feel secure in:

     Your Career: We offer a comprehensive benefit and compensation package including a generous 401k match, graded profit sharing, recognition programs, and incentive compensation.  Additionally, Penn National Insurance/Inservco company policy provides for remote access, flex-scheduling, and a dress-for-your-day dress code. 

     Your Employer: Penn National Insurance celebrated its 100th anniversary in 2019.  With the $1 billion direct written premium threshold in sight, the company is utilizing innovation solutions and analytic insights to grow its share of the small commercial and middle market business, as well as personal lines.  Our proud tradition of adhering to a relationship-driven business model, and our ability to adapt to changes over time reinforce our reliability and strength.

     Your Community: The Company and our employees donate more than half a million dollars annually to fund enrichment programing throughout the communities we serve.  Our United Way campaign raised an additional three hundred fifty thousand dollars last year.  We are also taking real steps to decrease our environmental impact.  We have added bicycle accommodations, enhanced energy efficiency, introduced water conservation measures, and implemented cool-roof technology.

     Your Future: We create a rewarding career path and enable long-term retention by offering enhanced benefits around continuing education and professional development.  The average employee tenure at Penn National Insurance is 14 years!

Qualifications of the Commercial Lines Underwriting Assistant

 

Education/Credentials:

High School Diploma or equivalent required

 

Experience:

1 to 2 years’ experience in a clerical support position, preferably in the property/casualty insurance industry

Prior commercial lines rating experience, with the ability to rate one or more of the major lines of business; i.e.  Business Auto, Workers’ Compensation, Business Owners, Artisan Contractors, Commercial Property, General Liability, and Umbrella, preferred

 

Technical/Professional Knowledge:

Good interpersonal skills

Good oral and written communication skills

Basic math skills

Good PC skills, with an emphasis on Microsoft Office Suite

Net typing speed of 30 wpm, with an 80% accuracy rate

Good attention to detail and problem-solving skills

Good proof-reading skills

 

In underwriting offices where business needs require the Commercial Lines Underwriting Assistant to provide administrative and clerical support in the achievement of Personal Lines business goals, the following additional job knowledge must be known, or acquired, by the incumbent:

• Working knowledge of Personal Lines rating and processing systems


• Basic understanding of Personal Lines policies and coverages for all major lines of business

 

Job Requirements (as required by ADA):

This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment.

Must be able to see and effectively use a computer monitor.

Must be able to operate a computer, keyboard and applicable printers and other general office equipment.

Must be able to access and enter information accurately using automated systems.

Must be able to hear and communicate via the telephone and/or monitoring devices to both internal and external clients.

Must be able to present information to individuals and groups.

Must be able to interpret and apply concepts that may or may not be based upon established guidelines.

Must be able to maintain acceptable attendance and adhere to scheduled work hours.

Must have a valid driver’s license and be able to operate a motor vehicle.

Must be able to travel, with overnight stays required.

 

Keywords: Account Underwriter, Automobile and Property Underwriter, Commercial Lines Underwriter, Health Underwriter, Life Underwriter, Personal Lines Underwriter, Insurance Underwriter, Underwriting Administrator

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