Senior Underwriting Assistant- Commercial Lines

Underwriting is responsible for the collection, review and evaluation of risk exposure to loss, creating insurance coverage, terms and conditions to meet the needs of current and prospective policyholders.

The Senior Commercial Lines Underwriting Assistant provides advanced administrative, technical, and operational support to Commercial Lines Underwriters while serving as a key partner in maintaining efficient underwriting workflows. This role is responsible for supporting complex underwriting activities, identifying opportunities to improve processes and procedures, leveraging technology solutions to enhance effectiveness, and helping ensure the consistent delivery of high-quality service to agents, insureds, and internal stakeholders. The Senior Commercial Lines Underwriting Assistant also serves as a resource and mentor to other team members and contributes to continuous improvement initiatives across the underwriting operation.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Request, gather, evaluate and document underwriting information from agency on insured or prospective insureds as needed.
• Perform prep work on new and renewal business including evaluation of loss experience, highlighting details of exposure, follow-up on outstanding underwriting information and general assessment of coverage and pricing for underwriting review.
• Order and analyze underwriting reports for review by underwriters
• Independently review and assess completed loss control/risk management reports
• Analyze and process endorsements requested based on authority level and completed within a prescribed time frame.
• Establish and foster a positive and collaborative working relationship with agency staff, billing and claims staff.
• Evaluate underwriting workflows, processes, and procedures on an ongoing basis and identify opportunities to improve efficiency, quality, consistency, and customer experience.
• Participate in the development, documentation, implementation, and maintenance of underwriting processes, procedures, and best practices.
• Leverage technology tools and automation solutions to streamline work, improve productivity, and enhance operational effectiveness.
• Identify process gaps, inefficiencies, and emerging business needs and recommend solutions to management.
• Assist with testing and implementation of new systems, workflows, and technology enhancements.
• Train, mentor, and provide technical guidance to Commercial Lines Underwriting Assistants while promoting best practices and process consistency across the team.

Effective performance of the essential functions of this position requires regular in-person, on-site interaction with colleagues, both for purposes of relationship building and meaningful collaboration.

QUALIFICATIONS: To perform this job successfully, an individual must be able to complete the essential duties independently and in a timely fashion. This is an entry level Examiner position so training and mentoring will be provided early on, and graduation to increased duties will depend on the aptitude demonstrated through performance and the individual development plan of the Examiner. The requirements listed below are representative of the foundational knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Ability to work individually or collaboratively as part of a team.
• Demonstrated customer service skills
• Effective interpersonal skills
• Possess a high degree of accuracy, even under pressure
• Possess a high degree of initiative and inquisitiveness
• Strong written and verbal communications skills
• Strong analytical and problem-solving skills with the ability to identify process improvement opportunities and implement effective solutions.
• Demonstrated ability to adapt to changing priorities, business needs, and operational processes.
• Proficiency in Microsoft Office products, including Excel, and ability to learn and effectively utilize emerging technology tools and platforms.
• Curiosity and willingness to leverage technology, including automation and artificial intelligence tools, to improve efficiency, accuracy, and customer service.

EDUCATION and/or EXPERIENCE

• 2+years working in insurance property & casualty industry or related experience.
• Associates degree and/or combination of education & equivalent experience highly preferred. Combination of work and experience considered.

PHYSICAL DEMANDS: Commuting to the VT office, on average, three days a week. Extensive use of a computer keyboard is a demand of the position to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of this position.

WORK ENVIRONMENT: Hybrid (two days working from home, three days working in a standard office environment). Church Pension Group employees must maintain a professional, compassionate, and trustworthy work environment always. Reasonable accommodations may be made to enable someone with a disability to perform the essential functions of the job within this environment.