Underwriting Assistant

Responsibilities

• Complete portfolio process (RPA) prior to renewal date
• 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 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
• 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

Requirements

• High School diploma or equivalent
• 1-3 years of experience in an underwriting function
• Sufficient knowledge of at least one or more lines of business to approve and process new and renewal policies that meet all parameters established by underwriters
• Experience working with internal/external clients
• Ability to maintain professional, proficient working relationships
• Strong team skills