Commercial Lines Underwriting Assistant at Penn National Insurance in Harrisburg, Pennsylvania

Job Description:

Penn National Insurance has an amazing opportunity for a Commercial Lines Underwriting Assistant to join our team! This is a remote position reporting to our Greensboro, NC office. Only candidates from the following states will be considered: Alabama, Delaware, Iowa, Maryland, Minnesota, North Carolina, New Jersey, Pennsylvania, South Carolina, Tennessee, Virginia, Wisconsin.

 

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.  This position also assists in training other members of the Commercial Lines Processing Team to ensure that quality products and superior service are provided to our agents and insureds.

 

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.


• 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, 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 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 & Organizing

• Initiates and follows-up on correspondence with agents and internal staff on routine matters.


• Manages assigned workload by prioritizing and organizing to process in a timely manner to meet Company goals. 

 

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 Team Leader, Commercial Lines Processing.

 

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 Team Leader, Commercial Lines Processing.

 

CORPORATE CORE COMPETENCIES OF THE COMMECIAL 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 positive relationships within the workplace.

 

Customer Focused

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


• Is 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 and shadowing 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 own.


• Open to learning about new and challenging ideas to drive the success of the work in which 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 FOR THE COMMERCIAL LINES UNDERWRITING ASSISTANT

• The Commercial Lines Underwriting Assistant reports to the Team Leader, Commercial Lines Processing.


• This position regularly interacts with all levels of personnel within the processing unit and the assigned underwriting office.


• Occasionally interacts with personnel from the claims service office and billing services as well as personnel from agents’ offices.

 

 QUALIFICATIONS FOR THE COMMERCIAL LINES UNDERWRITING ASSISTANT

 

Education/Credentials

• High School Diploma or GED required

 

Experience

• 1 to 2 years of 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

 

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.

Apply Now