Sr. Underwriting Assistant

Reposted 4 Days Ago
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Tampa, FL
In-Office
Mid level
Insurance
The Role
Provide high-level support to underwriting, including preparation of quotes and policy issues, and assisting underwriters with renewals and applications.
Summary Generated by Built In
Job Summary & Responsibilities

As a member of our underwriting support team, you will provide high level support to the underwriting function. In this role, you will assist in the preparation of new business quotes and policy issues, as well as rating both new business and renewal applications, while maintaining accuracy and targeted due dates.

 

Responsibilities:

  • Complete portfolio process (RPA) prior to renewal date
  • Complete pre-underwriting process of renewals by Underwriter due date and new business submissions
  • Coordinate the pre-underwriting process which includes, but is not limited to:
  • Review of application
  • Request for add'l info from agent or PMA staff
  • Classification of exposures
  • Ordering RMA, D&B, MVR's and synopsis
  • Completion of loss trend and development
  • Analysis of large claims and loss trends
  • Review of prior audits
  • Complete new business, renewal and financial notification forms.
  • Attend and fully participate in all Team and Underwriting Meetings
  • Meet with assigned underwriter weekly to discuss and prioritize work processes and tasks
  • Process work in a timely and accurate manner
  • Rate and issue WC new business and renewal policies. Provide instruction to the Rating Center for completion of PAL lines new business and renewal policies.
  • Issue WC and Auto state filings as required.
  • Review correspondence including: Mid-term endorsement requests, Cancellation requests, WC Bureau letters. Respond to inquiries within UA authority.
  • Maintain Corporate Underwriting Image Standards.
  • Contact producers and insureds to obtain information and expedite service.
  • Visits Agents with an Underwriter for the purpose of establishing contact and acquainting them with work routines.
  • May assume a major role in training new hires, special projects, and learning & presenting new material to other Underwriting Assistants.
  • Demonstrate commitment to Company’s Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Preferred Qualifications
  • High School diploma or equivalent.
  • 3 years commercial underwriting assistant experience working with small and mid-sized accounts.
  • Experience working with internal/external clients
  • Ability to maintain professional, proficient working relationships
  • Strong team skills.

Top Skills

D&B
Mvr
Rma
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The Company
HQ: Blue Bell, Pennsylvania
1,511 Employees
Year Founded: 1915

What We Do

PMA Companies provides risk management solutions and services, specializing in workers’ compensation and offering property & casualty insurance, in the United States.

Headquartered in Blue Bell, PA, PMA Companies is a member of Old Republic Companies. Old Republic International Corporation (NYSE: ORI) is one of the nation’s 50 largest publicly held insurance organizations.

PMA Companies includes: PMA Insurance Group, specializing in workers’ compensation, and providing other commercial property & casualty insurance products; and PMA Management Corp. and PMA Management Corp. of New England, providing results-driven TPA and Risk Services specializing in workers’ compensation and liability.

We maintain a large client retention rate of 90% or higher and a client satisfaction rate of 96% per an independent survey. At PMA, we still build relationships the "old-fashioned way."​ Our clients know we care. They know we say what we do and do what we say. And they know that they can count on us to deliver tangible value to their business and to work passionately on their behalf.

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