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This role will be responsible for providing administrative and underwriting support to the underwriting team within the E&O Division which includes LPL.
Key Accountabilities/Deliverables:
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Processing policies: Pull binder, pull and edit each endorsement’s Word doc, convert to PDF, combine PDFs, verify policy before sending, file documentation electronically
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Processing endorsements: pull and edit each endorsement’s Word doc for monied and non-monied endorsements, create invoices [when necessary], process through USPI, send endorsement and invoice to broker; file documentation electronically
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Booking accounts: Confirm all binder information is accurate in Duckcreek and Prima before advancing the policy to the billing phase. [Must be comfortable navigating an Excel environment]
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Processing BORs: edit form letter for both the original and selected broker, send letters to the appropriate brokers, and update the records in USPI; file documentation electronically
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Status report: Excel-based report that informs team of financial and quantitative underwriting efforts on number of and value of submissions, quotes, bound/booked accounts, and post-bind transactions – heavy data manipulation, including: accessing several different sources, data transfer, reformatting, pivot tables, sorting, filtering, formulas, VLOOKUPs.
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Run reports out of Prima, Duckcreek and PowerBI [an Excel based report]
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Provide general assistance and correspondence to underwriters, brokers, and other internal departments [billing, claims, operations, etc.]
Technical Knowledge and Understanding:
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Knowledge of Professional Liability insurance industry E&O and LPL (preferred)
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Basic knowledge of insurance company operations, or similar experience.
Experience:
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10 plus years experience in the professional/management liability marketplace or other Insurance experience
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Prior Insurance Company or MGU experience (preferred)
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Prior E&O and LPL experience preferred.
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Experience working with support services, including IT and operations
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position.
#LI-Hybrid
#LI-Remote
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At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement. We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program
Top Skills
What We Do
Core Specialty, through its subsidiary insurers, offers a diversified range of property, casualty, and marine insurance products for small to mid-sized businesses.
We have the capital to take on risk, the underwriting talent in place, decisive leadership team, infrastructure, and a proven track record of making things happen – fast!
When you’re ready to solve your toughest insurance needs, we’re ready to get it done for you.
We free customers up to focus on their business by taking the load of complicated specialty insurance off their hands.
We break down the walls of bureaucracy to provide optimal underwriting solutions for brokers.
We’re ready, equipped, and motivated to get the job done, efficiently and professionally, by empowering experts with what they need to move quickly on behalf of customers and their brokers.
Our specialty focus is the essential part of our identity.
It is at our core
