Commercial Lines Underwriting Assistant
Penn National Insurance, Greensboro, NC, United States
Job Description
The Commercial Lines Underwriting Assistant supports underwriters in evaluating and processing insurance applications for businesses. This role involves gathering and reviewing documentation, entering data into underwriting systems, preparing quotes, and communicating with agents and brokers. The assistant ensures that all submissions are complete and accurate, helping streamline the underwriting process and maintain compliance with company guidelines. Attention to detail, strong organizational skills, and the ability to manage multiple tasks efficiently are key to success in this position.
Key Responsibilities
Process automated and manual transactions for assigned Commercial Lines (nine to thirteen), including quotes, new business, renewals, endorsements, audits, cancellations (notices and return premium calculations), and related activities such as reviewing policies after audits, determining fire rates online, interim billings, and Workers Compensation Bureau criticisms.
Monitor emails and assigned work for proper handling.
Gather required base rates, LCM, and other details from Reference Connect and other sources; set up and manually rate transactions that are not 100% automated and complete manual transactions, including forms and declarations.
Assist with bond tasks, such as new and renewal of POAs.
Access and record statistical information necessary for the development of statistical and actuarial reports.
Have a working knowledge of multiple systems and discern inconsistencies between each.
Work closely with CSS and Business System Support Team to resolve errors and account or agency issues.
Maintain entry standards in quality and volume.
Initiate and follow up on correspondence with agents on routine matters and for documents and forms.
Independently organize and prioritize workload to meet company timeframes.
Adhere to work group expectations and guidelines; demonstrate personal commitment to group goals.
Apply new knowledge and skills to the job and contribute to learning and development.
Provide backup support to TST position when workload dictates.
Support the team leader, commercial and personal lines with distribution of tasks when necessary.
Assist the Customer Service Specialist and Quality Control and Training Specialist in training less experienced staff.
Participate on branch or home office based project teams as assigned.
Perform other duties as assigned by the Director, Commercial & Personal Lines Processing or Team Leader, Commercial and Personal Lines.
Qualifications
Education : High School Diploma or GED required.
Experience :
Minimum of two (2) years’ experience in a clerical support position, preferably in the property/casualty insurance industry.
Prior Commercial Lines rating experience, with the ability to rate one or more of the major lines of business (Business Auto, Workers’ Compensation, Business Owners, Commercial Property, General Liability, Umbrella) preferred.
Technical/Professional Knowledge :
Strong data entry skills.
Good collaborative, oral, and written communication skills.
Mathematical proficiency.
Proficient PC skills with an emphasis on Microsoft 365.
Effective attention to detail and problem‑solving skills.
Proficient proofreading skills.
Job Requirements (ADA)
Primarily a sedentary position requiring occasional standing and walking.
Must be able to perform computer-based tasks and access digital information, including use of assistive technologies.
Must be able to complete computer-based tasks and use office equipment as needed.
Must be able to enter information accurately using automated systems.
Must communicate effectively with internal and external clients via telephone, electronic, or other systems.
Must present information to individuals and groups.
Must interpret and apply concepts that may or may not be based upon established guidelines.
Must maintain acceptable attendance and adhere to scheduled work hours.
Benefits and Compensation
Generous 401(k) match, graded profit sharing, incentive compensation, and a wide range of benefits to support financial health, physical well‑being, and career development.
Remote and hybrid work options, flexible scheduling, and a “dress‑for‑your‑day” culture.
Employee recognition programs honoring achievements.
Continuing education support and 100% tuition reimbursement.
Professional development opportunities (CPCU, AINS, CPA, CISSP, and more).
Location Restrictions Only candidates from the following states will be considered: Alabama, Delaware, Iowa, Maryland, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Wisconsin.
Equal Opportunity Employer Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, creed, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Consistent with the Americans with Disabilities Act (ADA) and EEOC guidance, it is the policy of Penn National Insurance to provide reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you require a reasonable accommodation in completing this application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please direct your inquiries to a HR Business Partner via telephone at 800-368-4764, or through email.
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Key Responsibilities
Process automated and manual transactions for assigned Commercial Lines (nine to thirteen), including quotes, new business, renewals, endorsements, audits, cancellations (notices and return premium calculations), and related activities such as reviewing policies after audits, determining fire rates online, interim billings, and Workers Compensation Bureau criticisms.
Monitor emails and assigned work for proper handling.
Gather required base rates, LCM, and other details from Reference Connect and other sources; set up and manually rate transactions that are not 100% automated and complete manual transactions, including forms and declarations.
Assist with bond tasks, such as new and renewal of POAs.
Access and record statistical information necessary for the development of statistical and actuarial reports.
Have a working knowledge of multiple systems and discern inconsistencies between each.
Work closely with CSS and Business System Support Team to resolve errors and account or agency issues.
Maintain entry standards in quality and volume.
Initiate and follow up on correspondence with agents on routine matters and for documents and forms.
Independently organize and prioritize workload to meet company timeframes.
Adhere to work group expectations and guidelines; demonstrate personal commitment to group goals.
Apply new knowledge and skills to the job and contribute to learning and development.
Provide backup support to TST position when workload dictates.
Support the team leader, commercial and personal lines with distribution of tasks when necessary.
Assist the Customer Service Specialist and Quality Control and Training Specialist in training less experienced staff.
Participate on branch or home office based project teams as assigned.
Perform other duties as assigned by the Director, Commercial & Personal Lines Processing or Team Leader, Commercial and Personal Lines.
Qualifications
Education : High School Diploma or GED required.
Experience :
Minimum of two (2) years’ experience in a clerical support position, preferably in the property/casualty insurance industry.
Prior Commercial Lines rating experience, with the ability to rate one or more of the major lines of business (Business Auto, Workers’ Compensation, Business Owners, Commercial Property, General Liability, Umbrella) preferred.
Technical/Professional Knowledge :
Strong data entry skills.
Good collaborative, oral, and written communication skills.
Mathematical proficiency.
Proficient PC skills with an emphasis on Microsoft 365.
Effective attention to detail and problem‑solving skills.
Proficient proofreading skills.
Job Requirements (ADA)
Primarily a sedentary position requiring occasional standing and walking.
Must be able to perform computer-based tasks and access digital information, including use of assistive technologies.
Must be able to complete computer-based tasks and use office equipment as needed.
Must be able to enter information accurately using automated systems.
Must communicate effectively with internal and external clients via telephone, electronic, or other systems.
Must present information to individuals and groups.
Must interpret and apply concepts that may or may not be based upon established guidelines.
Must maintain acceptable attendance and adhere to scheduled work hours.
Benefits and Compensation
Generous 401(k) match, graded profit sharing, incentive compensation, and a wide range of benefits to support financial health, physical well‑being, and career development.
Remote and hybrid work options, flexible scheduling, and a “dress‑for‑your‑day” culture.
Employee recognition programs honoring achievements.
Continuing education support and 100% tuition reimbursement.
Professional development opportunities (CPCU, AINS, CPA, CISSP, and more).
Location Restrictions Only candidates from the following states will be considered: Alabama, Delaware, Iowa, Maryland, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Wisconsin.
Equal Opportunity Employer Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, creed, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Consistent with the Americans with Disabilities Act (ADA) and EEOC guidance, it is the policy of Penn National Insurance to provide reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you require a reasonable accommodation in completing this application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please direct your inquiries to a HR Business Partner via telephone at 800-368-4764, or through email.
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