Underwriting Technician
About the role
Review and rate commercial insurance applications to determine policy premiums using internal systems and guidelines. Enter data into the Policy Administration System (PAS) based on experience, training, and reference materials. Upload and organize policy and account documents in underwriting files. Document underwriting notes and assumptions accurately. Prepare policy endorsements using application details and system tools. Analyze state-specific coverages, limits, and underwriting criteria to support automated processing. Process policy changes, including cancellations, reinstatements, and non-renewals.
Responsibilities
- Review and rate commercial insurance applications to determine policy premiums using internal systems and guidelines.
- Enter data into the Policy Administration System (PAS) based on experience, training, and reference materials.
- Upload and organize policy and account documents in underwriting files.
- Document underwriting notes and assumptions accurately.
- Prepare policy endorsements using application details and system tools.
- Analyze state-specific coverages, limits, and underwriting criteria to support automated processing.
- Process policy changes, including cancellations, reinstatements, and non-renewals.
Requirements
- High school diploma or equivalent.
- Proficiency with basic computer software, data entry, and spreadsheets.
- Strong business math skills, including calculating percentages, decimals, and invoice adjustments.
- 1+ year of policy rating or office experience; familiarity with Guidewire Policy Center is a plus.
- Knowledge in the Property & Casualty insurance industry and related business processes is preferred.
Qualifications
- High school diploma or equivalent.
- Proficiency with basic computer software, data entry, and spreadsheets.
- Strong business math skills, including calculating percentages, decimals, and invoice adjustments.
- 1+ year of policy rating or office experience; familiarity with Guidewire Policy Center is a plus.
- Knowledge in the Property & Casualty insurance industry and related business processes is preferred.
Skills
- Data analysis.
- Solid understanding of business processes.
- Attention to detail.
- Ability to work independently and manage multiple tasks.
Benefits
Comprehensive Benefits Package: Salary with bonus plan; health, dental, life, and vision insurance; retirement: Traditional or Roth 401(k) Defined Contribution Plan PLUS Profit-Sharing Plan; work-life balance: Company-paid holidays; flexible scheduling; PTO; telecommuting options; education: Career Coaching; company-paid courses; student loan and tuition reimbursement; community: Charitable Match; paid volunteer time; team sponsorships; wellness: Employee Assistance Program; wellness initiatives/rewards; health coaching; and more.
Pay
Salary with bonus plan.
Schedule
Ex. 40 hours/week with Flexible Scheduling Opportunities.
Company
Society Insurance prohibits discrimination and harassment of any type against applicants and employees on the basis of race, color, religion, sex, national origin, age, handicap, disability, genetics, veteran status or military service, marital status or sexual orientation, gender identity or expression, or any other characteristic or status protected by federal, state or local laws. Society Insurance also provides reasonable accommodations to qualified individuals with disabilities in accordance with the requirements of the Americans with Disabilities Act and applicable state and local laws. Society Insurance is a drug-free workplace.