Pacific Neuroscience Institute (PNI)

Underwriter

• Supports underwriters in evaluating and processing insurance applications for businesses
• Gathers and reviews documentation, enters data into underwriting systems
• Prepares quotes and communicates with agents and brokers
• Ensures that all submissions are complete and accurate
• Helps streamline the underwriting process and maintain compliance with company guidelines
• Assists with training team members and new employees on tasks
• Monitors emails and assigned work for proper handling
• Gathers necessary data for assigned transactions
• Processes automated and manual transactions for assigned lines of business
• Initiates and follows-up on correspondence with agents
• Works closely with the CSS to resolve errors

Commercial Lines Underwriting Assistant

Support Engineer

• Responsible for testing internally developed and third-party software to ensure compliance with company standards
• Managing insurance department rate, form and rule filings
• Creating and executing test plans
• Troubleshooting system issues
• Maintaining accurate documentation
• Providing technical support to agents and branch offices
• Updating underwriting and processing systems
• Ensuring timely communication of regulatory changes
• Developing test matrices and test cases
• Performing application help desk and incoming call support
• Researching issues to identify specific problems
• Independently updating rates, stats and form changes in automated underwriting and processing systems
• Gathering and researching systems information for business requirements or change requests
• Analyzing insurance department, bureau or other regulatory circulars
• Updating technical manuals and ensuring timely implementation

Operations Support Technician – Underwriting

Account Manager

• Develop the agency force to pre-qualify, rate, and bind profitable commercial lines business
• Utilize authority to assist agency partners in helping them write profitable business
• Develop professional working relationships with agents, regional underwriting and claim teams and corporate departments
• Conduct thorough evaluation of all prospective agents and submit written recommendation to Regional Vice President
• Keeps two-way communication between agent and company continuously open and viable
• Monitors agency results and follows up with agent as to growth and compliance with company’s initiatives, procedures and policies
• Stays alert for and shares industry information, new ideas, products, or changes in other carrier philosophies that could positively or adversely affect Penn National Insurance with appropriate colleagues
• Conduct ongoing agency prospecting within territory to create a pipeline of potential future appointments
• Participates in commercial lines rate reviews as requested
• Utilizes authority to make consistent underwriting decisions, adhere to company acceptability and pricing philosophies, and promote ease of doing business initiatives with Penn National Insurance
• Profiles commercial lines book of business to assist in profitability analysis
• Develops and implements effective agency profitability plans when warranted
• Monitors agency results and follows up with agent as to profitability and compliance with company’s initiatives, procedures and policies
• Facilitate agency reviews with other team members to review agent’s performance as compared to established goals and implement corrective actions as needed
• Develop and implement agency action plans to achieve profitability
• Provide training to agency plant on programs, products, services, and systems
• Develop annual agency/company marketing plans
• Analyze territory profitability, premium growth, and agency representation, and implement corrective actions where appropriate

Commercial Lines Underwriting Assistant

Operations Support Technician – Underwriting

Commercial Lines Territory Manager