Commercial Lines Underwriting Assistant

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.

Position Competencies

• Attention to Details
• Quality Orientation
• Planning & Organizing
• Positive Approach
• Applied Learning
• Team Building

Essential Duties and Responsibilities

• Processes automated and manual transactions for assigned Commercial Lines (nine to thirteen) of business, to include quotes, new business, renewals, endorsements, audits, cancellations (notices and return premium calculations) and related activities such as reviewing policies after audits for possible renewal updates, determining fire rates on-line, interim billings, Workers Compensation Bureau criticisms etc.
• Monitors emails and assigned work for proper handling.
• Gathers required base rates, LCM, and other details from Reference Connect and other sources, sets up and manually rates (does calculations for) transactions not 100% automated within the policy processing systems for assigned lines of business. Completes manual transactions including forms and Declarations.
• Assists with Bond tasks, such as new and renewal of POAs, etc.
• Accesses and records the statistical information necessary for the development of statistical and actuarial reports.
• Has a working knowledge of multiple systems and can discern inconsistencies between each.
• Works closely with the CSS to resolve errors and account or agency issues or concerns.
• Works closely with Business System Support Team to resolve issues after working with CSS.
• Must maintain entry standards in both quality and volume of work
• Initiates and follow-ups on correspondence with agents on routine matters as well as for documents and forms as required.
• Independently organizes and prioritizes workload to meet Company expected timeframes.
• Adheres to the work group’s expectations and guidelines; fulfills team or work group responsibilities; demonstrates personal commitment to group goals.
• Puts new knowledge, understanding, or skill to practical use on the job; furthers learning through practice and ongoing feedback.
• The ability to absorb and comprehend new information and develops skills from formal and informal learning experiences.
• Actively shares knowledge, insights, and best practices with peers and team members to enhance collective expertise and support continuous learning and development.

Additional Responsibilities

• Provides backup support to TST position when workload dictates.
• Provides support to Team Leader, Commercial and Personal Lines with distribution of tasks when necessary.
• Supports the Customer Service Specialist and Commercial and Personal Lines Quality Control and Training Specialist with training less experienced staff as assigned.
• May be asked to participate on a branch or home office based project team, and given work assignments.
• Performs other duties as may be assigned by the Director, Commercial & Personal Lines Processing or Team Leader, Commercial and Personal Lines.

Special Relationships

• Interacts with personnel from agents’ offices.
• This position regularly interacts with all levels of personnel within the processing team, all underwriting offices, Business System Support Team, Billing, etc.

Qualifications

Education/Credentials

• 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, i.e. Business Auto, Workers’ Compensation, Business Owners, Commercial Property, General Liability, and Umbrella, preferred.

Technical/Professional Knowledge

• Strong data entry skills required
• Good collaborative skills
• Good oral and written communication skills
• Mathematical proficiency
• Good PC skills with an emphasis on Microsoft 365
• Effective attention to detail and problem-solving skills
• Proficient proofreading skills

Job Requirements (as required by ADA - Americans with Disabilities Act)

• This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment.
• Must be able to perform computer-based tasks and access digital information necessary for job duties, including through the use of assistive technologies.
• Must be able to complete computer-based tasks and utilize office equipment as needed to perform essential job functions.
• Must be able to access and enter information accurately using automated systems.
• Must be able to communicate effectively with internal and external clients using telephone, electronic, or other communication systems.
• Must be able to present information to individuals and groups.
• Must be able to interpret and apply concepts that may or may not be based upon established guidelines.
• Must be able to maintain acceptable attendance and adhere to scheduled work hours.

Why Choose Penn National Insurance?

At Penn National Insurance, we’re on a mission to help people feel secure and make life better when bad things happen . For over 106 years , we’ve been a trusted partner to individuals, families and businesses because we are a mutual insurance company where service and support for our policyholders are at the heart of everything we do.

We’re not just a company—we’re a community united by our core mission to “Make Life Better.” Here, you’ll find a place where your professional growth, success and personal well-being are our top priorities.

Your Career Journey: Empowering Your Growth

Your career should be more than just a job—it should empower you to feel secure, supported and inspired. At Penn National Insurance, we invest in your growth and celebrate your contributions with a comprehensive and competitive total rewards package. We’re committed to supporting your journey and helping you thrive at every stage of your career. Key highlights include:

• Benefits and Compensation : Generous 401(k) match, graded profit sharing, incentive compensation, and a wide range of benefits to support your financial health, physical well-being and career development.
• Flexibility : We offer remote and hybrid work options, flexible scheduling and a “dress-for-your-day” culture.
• Recognition : We celebrate your achievements, big and small, through employee recognition programs designed to honor your contributions.

Your Employer of Choice: A Legacy of Trust and Strength

Joining Penn National Insurance means becoming part of a company with over a century of experience , built on trust, innovation and strong relationships. From our beginnings as a mutual insurance company founded by farmers to our 100th anniversary in 2019, we've stayed true to our relationship-driven model, focusing on direct service and meaningful support.

Your Community: Making an Impact Together

Making life better isn’t just our mission—it’s a value that guides everything we do. Our employees are at the heart of this mission, giving back through community engagement and charitable efforts. We proudly support our community through financial support and employee volunteering opportunities including our annual United Way campaign, where employee contributions and company matches make a significant impact each year.

Your Future: Building a Rewarding Career Path

We’re not just offering a job; we’re providing a fulfilling and rewarding career. We support your growth with a range of resources designed to help you build your skills and achieve your goals, including:

• Continuing Education Support : Access to programs that help you enhance your knowledge, skills and educational goals along with 100% tuition reimbursement for academic studies.
• Professional Development Opportunities : Tailored designation programs to help you advance in your career such as CPCU, AINS, CPA, CISSP, and more.
• Long-Term Career Focus : With an average employee tenure of 14 years and many team members serving for over 40 years, we take pride in fostering a work environment that values long-term growth and development.

When you join us, you’re not just starting a job—you’re becoming part of a team that values your growth and invests in your future. Our commitment to long-term retention and employee development ensures that you will be part of a tradition and legacy of excellence that spans decades.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, creed, affectional and 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 Pennsylvania 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 .