Sr. Underwriting Assistant

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 which includes, but is not limited to:
• Review of application
• Request for additional information from agents or PMA staff
• Classification of exposures
• Ordering RMA, D&B, MVR's and synopsis
• Completion of loss trend and development analysis
• Review of large claims and loss trends
• Review of prior audits
• New business, renewal and financial notification forms processing
• Attendance and full participation 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
• Providing instruction to the Rating Center for completion of PAL lines new business and renewal policies
• Issuing WC and Auto state filings as required
• Reviewing correspondence 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
• Visiting 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.