Commercial Lines Underwriting Assistant

Penn National Insurance • Greensboro, NC

18h

About The Position

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 Greensboro, NC area.

Requirements

• High School Diploma or GED required
• Minimum of two (2) years’ experience in a clerical support position, preferably in the property/casualty insurance industry.
• Strong data entry skills required
• Good collaborative skills
• Good oral and written communication skills
• Mathematical proficiency
• Good PC skills with an emphasis on Microsoft 365
• Effective attention to detail and problem-solving skills
• Proficient proofreading skills

Nice To Haves

• 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.

Responsibilities

• Processes automated and manual transactions for assigned Commercial Lines (nine to thirteen) 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, Workers Compensation Bureau criticisms etc.
• Monitors emails and assigned work for proper handling.
• 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.
• Assists with Bond tasks, such as new and renewal of POAs, etc.
• 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.
• Works closely with the CSS to resolve errors and account or agency issues or concerns.
• Works closely with Business System Support Team to resolve issues after working with CSS.
• Must maintain entry standards in both quality and volume of work
• Initiates and follow-ups on correspondence with agents on routine matters as well as for documents and forms as required.
• Independently organizes and prioritizes workload to meet Company expected timeframes.
• Adheres to the work group’s expectations and guidelines; fulfills team or work group responsibilities; demonstrates personal commitment to group goals.
• 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.
• Actively shares knowledge, insights, and best practices with peers and team members to enhance collective expertise and support continuous learning and development.
• Provides backup support to TST position when workload dictates.
• Provides support to Team Leader, Commercial and Personal Lines with distribution of tasks when necessary.
• Supports the Customer Service Specialist and Commercial and Personal Lines Quality Control and Training Specialist with training less experienced staff as assigned.
• May be asked to participate on a branch or home office based project team, and given work assignments.
• Performs other duties as may be assigned by the Director, Commercial & Personal Lines Processing or Team Leader, Commercial and Personal Lines.

Benefits

• Generous 401(k) match, graded profit sharing, incentive compensation, and a wide range of benefits to support your financial health, physical well-being and career development.
• We offer remote and hybrid work options, flexible scheduling and a “dress-for-your-day” culture.
• We celebrate your achievements, big and small, through employee recognition programs designed to honor your contributions.
• Continuing Education Support: Access to programs that help you enhance your knowledge, skills and educational goals along with 100% tuition reimbursement for academic studies.
• Professional Development Opportunities: Tailored designation programs to help you advance in your career such as CPCU, AINS, CPA, CISSP, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees