Jobs · Finance · Texas

Sr. Underwriting Assistant

PMA Companies · Plano, TX · 3 wk ago
HybridFinanceFull-time

Responsibilities

  • Complete portfolio process (RPA) prior to renewal date
  • Pre-underwriting process of renewals by Underwriter due date and new business submissions
  • Coverage of pre-underwriting process including, but not limited to:
    • Application review
    • Request for additional information from agents or PMA staff
    • Exposure classification
    • Ordering RMA, D&B, MVR's and synopsis
    • Loss trend and development analysis
    • Large claim and loss trend review
    • Prior audit completion
    • New business, renewal and financial notification form processing
  • Attend and fully participate in all Team and Underwriting Meetings
  • Weekly meetings with assigned underwriter to discuss and prioritize work processes and tasks
  • Timely and accurate processing of work
  • Rating and issuing WC new business and renewal policies
  • Rating Center instruction for completion of PAL lines new business and renewal policies
  • WC and Auto state filings issuance as required
  • Correspondence review including: Mid-term endorsement requests, Cancellation requests, WC Bureau letters
  • Responding to inquiries within UA authority
  • Maintaining Corporate Underwriting Image Standards
  • Contacting 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
  • Assuming a major role in training new hires, special projects, and learning & presenting new material to other Underwriting Assistants

Requirements

  • High School diploma or equivalent
  • 3 years commercial underwriting assistant experience working with small and mid-sized accounts
  • Experience working with internal/external clients
  • Strong team skills

Schedule

Hybrid Schedule. Preference in Plano, TX but open to Atlanta, Charlotte, or Tampa.

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