Underwriting Assistant

Underwriting Bala Cynwyd, Pennsylvania


This position is responsible for all policy transaction processing and technical support functions for our small commercial property & casualty business.

Position & Responsibilities:

  • Conduct clearance process on new and renewal business submissions for our Penn America and United National business segments
  • Assign incoming submissions; place orders for inspection reports as assigned by underwriter.
  • Review inspection reports for discrepancies/material changes from application and policy. 
  • Monitor policies for recommendation compliance.
  • Contact producers to gather any additional required information
  • Enter data into QuickRater as needed; process approvals in rater with guidance
  • Act as liaison between various departments and Underwriting to ensure policies are issued correctly and premiums are booked and billed properly.
  • Participate in continuing education where required; and participate in agent meetings conducted by the company.
  • Conduct quality reviews on agent compliance to company guidelines
  • Review and set up renewals
  • Refer urgent requests to other staff in absence of manager
  • Process broker of record letters
  • Occasionally participate in projects

Requirements & Qualifications

  • 1 + years experience in an underwriting department of an insurance company or agency
  • Strong organizational skills
  • Insurance related coursework beneficial
  • Excellent verbal and written communication skills
  • Ability to work in a Windows based environment with working knowledge of Microsoft Outlook, Word, Excel and the internet
  • Ability to intelligently and professionally communicate with producers through telephone conversations and electronic correspondence
  • Prior experience working in with rating systems is a plus
  • Portray a professional image and the ability to work independently
  • Ability to meet deadlines and work accurately with detailed information
  • Ability to work both individually and in a team setting
  • The ability to download the companies VPN software onto a personal computer to allow for remote work as needed.