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.