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Penn National Insurance · 2 days ago

Commercial Lines Underwriting Assistant

3200 Northline Ave, Greensboro, NC, 27408, US

Full-time

Onsite

Entry Level

1+ years exp

Penn National Insurance is a mutual insurance company with over 106 years of experience, dedicated to helping individuals and businesses feel secure. The Commercial Lines Underwriting Assistant supports underwriters by evaluating and processing insurance applications, ensuring accuracy and compliance throughout the underwriting process.

Financial ServicesInsurance

Responsibilities

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

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

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

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

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

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

Performs other duties as may be assigned by the Team Leader

Qualification

Commercial lines ratingClerical support experienceMicrosoft Office SuiteAttention to detailBasic math skillsProof-reading skillsInterpersonal skillsOral communicationWritten communicationProblem-solving skills

Required

High School Diploma or GED required

Minimum of one (1) years' experience in a clerical support position, preferably in the property/casualty insurance industry

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

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

Preferred

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