Lead Technical Assistant - Blue Bell, PA

PMA Companies; Center Square (PA); On-site; USD 90,000 - 120,000; Full time

Job summary

Old Republic is a leading specialty insurer seeking a Lead Technical Assistant to serve as the senior technical resource within the Rating Center.

You will provide advanced rating support, workflow coordination, and expert guidance for commercial insurance operations, partnering with Underwriters and leadership to process new business, renewals, endorsements, audits, and policy issuance while upholding underwriting guidelines and regulatory standards.

Qualifications

• Minimum 7 years of commercial insurance underwriting support, technical assistant, rating, or underwriting operations experience.
• Extensive knowledge of commercial lines coverages, endorsements, rating methodologies, underwriting guidelines.
• Proven ability to manage complex transactions and resolve technical issues independently.
• Strong analytical, organizational, and problem-solving skills.
• Ability to prioritize competing demands and meet deadlines in a fast-paced environment.
• Excellent verbal, written, and interpersonal communication skills.

Responsibilities

• Provide advanced rating support and workflow coordination for commercial insurance operations.
• Guide and train Technical Assistants and Underwriting Support staff; provide quality oversight.
• Maintain rating manuals and update programs, rates, and guidelines.
• Prepare and rate new and renewal policies, audits, endorsements, and quotations.
• Issue commercial line policies after obtaining current information from underwriters.
• Coordinate and support assigned work activities to ensure deliverables are met; monitor progress and resolve issues.

Skills

Leadership through influence

Coaching & mentoring

Interpersonal communication

Conflict resolution

Critical thinking

Team development

Continuous improvement

Tools

Policy administration systems

Rating systems

Underwriting workflows/tools

Job description

Job Description:

Old Republic is a leading specialty insurer that operates diverse property & casualty and title insurance companies. Founded in 1923 and a member of the Fortune 500, we are a leader in underwriting and risk management services for business partners across the United States and Canada. Our specialized operating companies are experts in their fields, enabling us to provide tailored solutions that set us apart.

The Lead Technical Assistant serves as the senior technical resource within the Rating Center team, providing advanced rating support, workflow coordination, and technical expertise for commercial insurance operations. This role partners closely with Underwriters, Underwriting Assistants, Operations Leadership, external partners and internal stakeholders to support the efficient processing of new business, renewals, endorsements, audits, and policy issuance while ensuring compliance with underwriting guidelines, regulatory requirements, and service standards.

In addition to performing complex rating and policy processing activities, the Lead Technical Assistant provides day-to-day guidance, training, quality oversight, and workload coordination for Technical Assistants and Underwriting Support staff. This position serves as a subject matter expert for rating commercial business and drives process improvements that enhance service, quality, and operational effectiveness.

Maintain rating manuals and regularly update the changes to programs, rates, underwriting guidelines, standard procedures and any additional logs as assigned by the rating Supervisor.

Perform a wide range of rating responsibilities including manual preparation of new and renewal policies, audits and endorsements for computer input.

Review applications and issue commercial line policies.

Obtain current information from Underwriter and Underwriting Assistant to rate and issue policies, endorsements, and quotations.

Coordinates and supports assigned work activities to ensure completion of deliverables. Provides guidance and subject matter support on complex issues, reviews work for accuracy and completeness, and assists with evaluating work outcomes. Monitors progress, identifies issues, and collaborates with team members to resolve challenges while ensuring quality standards are maintained.

Provides input and supports continuous improvement of process and procedural workflows.

Requirements:

• Minimum 7 years of commercial insurance underwriting support, technical assistant, rating, or underwriting operations experience.
• Advanced experience processing multi-state commercial insurance policies.
• Extensive knowledge of commercial lines coverages, endorsements, rating methodologies, underwriting guidelines, and policy administration processes.
• Proven ability to manage complex transactions and resolve technical issues independently.
• Strong analytical, organizational, and problem-solving skills.
• Demonstrated ability to prioritize competing demands and meet deadlines in a fast-paced environment.
• Excellent verbal, written, and interpersonal communication skills.
• Strong proficiency in policy administration, rating, and underwriting systems.
• Demonstrated ability to provide functional or technical leadership, collaborate with team members, and support knowledge sharing and training initiatives.

Skills & Abilities:

• Demonstrated ability to lead through influence, collaboration, and technical expertise.
• Strong interpersonal, coaching, and mentoring skills.
• Exceptional communication and relationship-building abilities.
• Proven ability to resolve conflicts and navigate challenging situations professionally.
• Strong critical thinking and decision-making capabilities.
• Ability to motivate, develop, and support team members while fostering a positive culture.
• Demonstrated commitment to continuous improvement, customer service, and operational excellence.

Alternate Location(s)

• Mount Laurel, New Jersey, United States
• Allentown, Pennsylvania, United States
• Blue Bell, Pennsylvania, United States