Commercial Lines Underwriting Assistant (Administrative)

The Commercial Lines Underwriting Assistant supports underwriters in evaluating and processing insurance applications for businesses. This role involves gathering and reviewing documentation, entering data into underwriting systems, preparing quotes, and communicating with agents and brokers. The assistant ensures that all submissions are complete and accurate, helping streamline the underwriting process and maintain compliance with company guidelines. Attention to detail, strong organizational skills, and the ability to manage multiple tasks efficiently are key to success in this position.

The ideal candidate will reside in the Harrisburg PA, Pittsburgh PA, or Greensboro NC areas. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

Team Building

• Assists with training team members and new employees on tasks and processing in new lines of business and/or different types of transactions.
• 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 emails and assigned work for proper handling.
• Accesses and records the statistical information necessary for the development of statistical and actuarial reports.
• 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 ensure 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 Reference Connect 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.
• 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 and various other departments on routine matters.
• Independently organizes and prioritizes workload to meet Company expected timeframes.

Positive Approach

• Works closely with the CSS to resolve errors and account or agency issues or concerns.
• Works closely with other Underwriting Assistants, Team Support Technicians and/or Underwriters to resolve errors and account or agency issues or concerns before working with the CSS. 
• Participates in special projects, as assigned by the Team Leader.

Applied Learning

• Puts new knowledge, understanding, or skill to practical use on the job; furthers learning through practice and ongoing feedback.
• The ability to absorb and comprehend new information and develops skills from formal and informal learning experiences.

Performs other duties as may be assigned by the Team Leader. 

SPECIAL RELATIONSHIPS 

• This position regularly interacts with all levels of personnel within the processing team and all underwriting offices.
• Occasionally interacts with personnel from the claims service office and Billing Services; as well as personnel from agents' offices.

QUALIFICATIONS

Education/Credentials

• High School Diploma or GED required

Experience

• Minimum of one (1) 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, 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
• Good attention to detail and problem-solving skills
• Good proof-reading skills

JOB REQUIREMENTS (as required by ADA – Americans with Disabilities Act)

• 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.