Underwriting/Operations Assistant - Transportation (Atlanta, GA or Bala Cynwyd, PA)

RLI Insurance•Atlanta, GA

About The Position

The Underwriting/Operations Assistant supports Underwriting by preparing policy documents, ensuring regulatory compliance, ordering inspections and premium audits, maintaining underwriting files, soliciting renewal transactions, and providing operational support to underwriters and the Operations Representative. The role also reviews insurance certificates, resolves discrepancies with facultative reinsurers, prepares operational, production, and underwriting reports, and works with producers. In some cases, the position may be authorized to perform underwriting-related reviews or approvals on behalf of Underwriting. The position requires accurate and timely processing, the ability to manage multiple projects, and skill with database software and Excel. The role is based in Atlanta, Georgia, or Bala Cynwyd, Pennsylvania, with flexible and hybrid work arrangements mentioned among the company’s offerings.

Requirements

Typically requires a high school diploma; equivalent education and experience may be considered.
At least 2 years of related experience for consideration, or an equivalent level of education and experience.
Ability to follow operations procedures outlined by the Operations Manager.
Ability to meet processing deadlines with minimal errors.
Ability to manage multiple long- and short-term projects simultaneously.
Ability to use database software, Windows operating systems, a computer network environment, and printers to process insurance policy changes.
Accurate data-entry skills.
Superior Excel skills, including peer-reviewing formulas, formatting, and cleaning data in large spreadsheets.

Nice To Haves

Associate degree preferred.

Responsibilities

Create policy documents representing insurance transactions bound by the underwriter.
Ensure statistical coding and policy issuance comply with regulatory requirements for each insurance transaction.
Order inspections, premium audits, and loss runs as required.
Maintain electronic and/or physical underwriting files.
Solicit renewal transactions.
Re-format data for import into the front-end system as necessary.
Provide basic operational support for the product line’s underwriters.
Develop underwriting information from the internet and other data sources as requested by underwriters.
Review facultative insurance certificates to confirm reinsurer terms are consistent with the terms expected by the underwriter.
Resolve accounting discrepancies with facultative reinsurers.
Provide operational, production, and underwriting reports to underwriting staff as requested, using front-end systems and/or Business Objects.
Contact producers to determine appropriate courses of action.
Assist with User Acceptance Testing of systematic changes.
Audit the work of others.
When authorized, review or approve endorsements, analyze risks, review underlying policy terms and conditions, and review risk inspections on behalf of Underwriting.
Provide back-up support for the Operations Representative.

Benefits

Annual bonus plans.
Employee stock ownership plan (ESOP).
401(k) with automatic 3% company contribution.
Annual 401(k) and ESOP profit-sharing contributions, up to 15% of eligible earnings.
Paid time off and holidays.
Paid volunteer time off.
Parental and family care leave.
Flexible and hybrid work arrangements.
Fitness center discounts and a free virtual fitness platform.
Employee assistance program.
Medical, dental, and vision benefits.
Flexible spending and health savings accounts.
Group life and AD&D insurance equal to 2x base salary.
Voluntary life, critical illness, and accident insurance available for purchase.
Short-term and long-term disability benefits.
Professional development, insurance courses, in-house training, and other educational programs.
Training and certification opportunities.
Tuition reimbursement.
Education bonuses.
Bonus upon successful completion of approved courses and certifications, typically.