Brokerage Underwriting Representative

  • Pennsylvania Lumbermens Mutual Insurance Company
  • Philadelphia, PA, USA
Full Time Brokerage Underwriting

Job Description

Allied Building Material Dealers Insurance Agency

Position: Brokerage Underwriting Representative 

Department:  Wholesale Brokerage

Reports to: Vice President of Brokerage Operations

Position Summary: This position requires a goal-oriented individual to work in tandem with our Business Development Representatives and Commercial Multi -Line Underwriters to produce, and retain, profitable accounts, reduce account declinations and create non risk revenue. The purpose of this position is to provide a first-line contact with third party carriers, accounts and brokers. This is a staff position involved in the review and appraisal of applications for insurance. Uses knowledge and independent judgment to determine eligibility of risks when compared to guidelines of programs available. 

Responds to questions from carriers, brokers and insureds received via telephone, mail, email and fax. Participates in surveys and studies by department to produce production and loss analysis reports as required. 

 Receives functional direction and guidelines from the Brokerage Manager or Vice President and operates within policies and guidelines established by brokerage management.   

Essential Functions and Responsibilities:

New & Renewal Quotation


  1. Review applications for class acceptability, completeness (request additional info, if appropriate), and risk acceptability
  2. Evaluate classification for accuracy
  3. Coordinate pricing with the third-party carrier, PLM Underwriter and Business Development Representative and broker by determining expiring price as well as target price and who competition is.  Obtain commitment from broker regarding account placement if we meet the target price
  4. Coordinate quotation’s release with the PLM Underwriter and Business Development Representative.
  5. Establish a diary on the quotations for follow up. Re-diary for follow up prior to effective date to ascertain our success and, if appropriate, consider last minute revisions.
  6. Process all quotations by broker’s “need by” date.
  7. Participate in various trade association meetings and conventions 
  8. Submit Expense accounts by the 10th of the month following close of expense period. 
  9. Complete various records and reports for home office utilization.
  10. Review and handle all mail, email, correspondence and telephone calls on the date received or no later than 24 hours 


Knowledge and Skills: 

  1. Bachelor’s degree preferred 
  2. Prior background in insurance and marketing essential. Basic understanding of the insurance industry as a whole.
  3. Certification of successful completion of insurance studies (CPCU, CIC, AU, General Insurance, etc.) preferred.
  4. Computer literacy and ability to type reports and use Microsoft Office Products
  5. Understanding of and ability to apply underwriting processes to potential and current risks
  6. Detailed understanding and “current knowledge” of commercial coverages and policy forms
  7. Good understanding of policy construction detail
  8. Outstanding organizational skills resulting in the ability to handle a large workload
  9. Strong communication skills (both oral and written)
  10. Strong negotiation skills
  11. Basic understanding of the sales process 
  12. Ability to work in a team environment
  13. Ability to build and manage relationships with insurance carriers, clients and fellow employees
  14. Ability to identify and solve complex problems 
  15. Ability to manage time efficiently 
  16. Willingness to work irregular hours as the position requires. 
  17. Ability to travel and stay overnight occasionally. 
  18. Using multiple systems and resources, accurately rate and issue New Business submissions and Renewal business within company standards. 
  19. Provide backup support to to ensure standards are met by the entire department. 
  20. All other duties as assigned


Physical Requirements:

1.   Ability to hear.

2.   Ability to speak clearly.

3.   Ability to sit for extended periods of time.  

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