Supports underwriters in evaluating and processing insurance applications for businesses.
Gathers and reviews documentation, entering data into underwriting systems, preparing quotes, and communicating with agents and brokers.
Ensures that all submissions are complete and accurate, helping streamline the underwriting process and maintain compliance with company guidelines.
Processes automated and manual transactions for assigned Commercial Lines (nine to thirteen) of business.
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 transactions not 100% automated within the policy processing systems.
Completes manual transactions including forms and Declarations.
Works closely with teams to resolve errors and account or agency issues or concerns.
Maintains entry standards in both quality and volume of work.

High School Diploma or GED required
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.
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.

Generous 401(k) match
Graded profit sharing
Incentive compensation
A wide range of benefits to support your financial health, physical well-being and career development.
Flexibility: Remote and hybrid work options, flexible scheduling and a “dress-for-your-day” culture.
Employee recognition programs designed to honor your contributions.
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.

Commercial Lines Underwriting Assistant

Key skills