Underwriting/Operations Assistant - Commercial Property (Dallas, TX)

RLI Insurance•Dallas, TX

9h•Onsite

About The Position

Support Commercial Property underwriting by creating policy documents, ensuring compliance with regulatory requirements, ordering inspections and premium audits, maintaining electronic underwriting files, soliciting renewal transactions, and providing basic operational support for the product line’s underwriters. This role involves reviewing insurance certificates, resolving discrepancies with reinsurers, providing operational, production, and underwriting reports, working with producers, auditing the work of others, and in some cases, being given authority on behalf of Underwriting.

Requirements

Typically requires a high school diploma; Associates degree preferred.
2+ years of related experience for consideration [OR] equivalent level of education and experience.
Ability to follow operations procedures as outlined by supervisor/manager.
Ability to meet processing deadlines with minimal error.
Ability to manage a variety of projects, both long- and short-term simultaneously.
Ability to use database software including Windows operating systems, computer network environment and printers to process insurance policy changes.
Accurate data entry.
Superior Excel skills to peer review formulas, formatting, and data cleansing of large spreadsheets.
Possesses direct product complexity experience.

Responsibilities

Create policy documents which represent the insurance transaction bound by the underwriter.
Ensure the statistical coding and policy issuance complies with regulatory requirements for each insurance transaction.
Order inspections, premium audits, and loss runs as required.
Solicit renewal transactions.
Maintain electronic underwriting file.
As necessary, re-format data for import into front end system.
Provide basic operational support for the product line’s underwriters.
As requested by underwriters, develop underwriting information from the internet and other data sources.
Provide back-up support for other Operations Assistants as needed.
Review facultative insurance certificates to ensure the terms by the reinsurer are consistent with terms expected by the underwriter.
Resolve accounting discrepancies.
Provide operational, production, and underwriting reports to underwriting staff as requested, utilizing front-end systems and/or Business Objects.
Contact producers to determine appropriate courses of action.
Assist with User Acceptance Testing of systematic changes.
Train Operations Assistants with Level 1 experience in local or other branch offices.
Audit the work of others.
May be given authority to review/approve endorsements, review/analyze risks, review terms and conditions of underlying policies, review inspections of risks, each of which would be on behalf of Underwriting.

Benefits

Employee Stock Ownership plan (ESOP)
401(k) — automatic 3% company contribution
Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Paid time off (PTO) and holidays
Paid volunteer time off (VTO) to support our communities
Parental and family care leave
Flexible & hybrid work arrangements
Fitness center discounts and free virtual fitness platform
Employee assistance program
Comprehensive medical, dental and vision benefits
Flexible spending and health savings accounts
2x base salary for group life and AD&D insurance
Voluntary life, critical illness, & accident insurance for purchase
Short-term and long-term disability benefits
Training & certification opportunities
Tuition reimbursement
Education bonuses