Data Analytics Summer Intern

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Job Title:                                         Underwriting Administrative Assistant

FLSA Status:                                   Non-Exempt

Department:                                  Underwriting

Reports to:                                     Insurance Service & Placement Manager – Lender Services

*This position is required to be located in Daytona Beach, FL, Troy, MI, Solon, OH*

Summary:

Creation of monthly reports for carriers as well as internal reports for metric analysis, Catastrophic Claims reports, and Quality Control.  Quality control reviews of files.  Maintaining manuals. Support of surplus lines filing with sister company. Various support duties for Underwriters.

Daily payment processing in ConceptOne system for specialty lines business, follow up on overdue payments. Administrative support for Underwriters through input of applications, preparing quotations, and confirmation of binding, policy issuance, endorsements, assistance in remarketing renewals, as well as any other duties assigned in the course of business.

This is a learning position and requires a willingness to learn through self-study in addition to extensive training and work in conjunction with Underwriters.

Essential Duties and Functions: include the following.  Other duties may be assigned.

• Accounting functionality in ConceptOne system including AR/AP. Monitor premium collection for timely receipt and payment to carriers. Policy cancellations.
• Policy Issuance/Maintenance – produce policy and/or endorsements via ConceptOne; verification of all policy/endorsement information prior to issuance. Documents sent for surplus lines filings.
• Monthly reports from PowerSystems and ConceptOne; additional reports as needed for metric analysis. Expertise in Excel including formatting, formulas, macros and data manipulation.
• Problem Analysis – Ability to obtain and analyze information, determine possible solutions and make recommendations.

• Underwriting – in training for risk analysis to determine the optimum terms/ conditions/provisions of policies for presentation.
• Renewals – assist Underwriters with review of expiring policies, re-analysis of risk in respect of current market conditions.
• Pursues a course of personal, professional development.

Competencies:

• Written Communication – Clear and concise presentation of ideas; edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

• Oral Communication – Presentation of thoughts and ideas.  Ability to give internal and external presentations to groups.  Communication with co-workers under pressure.
• Prioritizing and Meeting Deadlines – Ability to prioritize competing responsibilities and meet deadlines.  Project management; balances long-term projects with daily workload.
• Decision Making – Ability to make thoughtful decisions.
• Teamwork – Working relationship with peers, supervisors and members of other departments.  Provides assistance to others.  Contributes toward organizational goals.
• Motivation and Attitude – Desires to excel on the job.  Continually strives to exceed standards.  Demonstrates initiative and positive personal attitude.  Willingness to take on added responsibilities especially as new tasks are learned.
• Professionalism – Appropriate personal appearance, conduct and courtesy.
• Interpersonal skills— maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
• Problem solving— identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality. 
• Quality control—demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability— adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
• Safety and security— observes safety and security procedures and uses equipment and materials properly.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

• High School Diploma
• Proficient with MS Office Suite, especially Excel
• 1 year administrative or accounting experience

Preferred:

• Work experience in insurance field

Physical Requirements Necessary on a Regular Basis:

• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
• Speech and hearing sufficient for daily communication in-person and via telephone.
• Vision sufficient for use of a computer monitor.
• Ability to sit at a desk 7-8 hours per day.
• Repetitive motion
• Sedentary position
• Worker not substantially exposed to adverse environmental conditions

This job description is not meant to be an all-inclusive statement of the duties of the position listed above.  Other appropriate duties may be required from time to time.

Pay Ranges:

Any posted pay range considers a wide range of compensation factors, including skills, experience, work location and more.  We offer competitive pay while still allowing for compensation growth within the position and company.

EEO Statement:
Proctor Loan Protector is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.