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PMA Companies

Sr. Underwriting Assistant

PMA Companies, Tampa, Florida, us, 33646

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As a member of our underwriting support team, you will provide high level support to the underwriting function. In this role, you will assist in the preparation of new business quotes and policy issues, as well as rating both new business and renewal applications, while maintaining accuracy and targeted due dates.

Responsibilities

Complete portfolio process (RPA) prior to renewal date

Complete 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 info from agent or PMA staff

Classification of exposures

Ordering RMA, D&B, MVR's and synopsis

Completion of loss trend and development

Analysis 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

Demonstrate commitment to Company’s Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work

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

Ability to maintain professional, proficient working relationships

Strong team skills

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

Insurance

Tampa, FL $70,000.00-$80,000.00

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