Policy Service Technician

Pennsylvania Lumbermens Mutual Insurance Company; Philadelphia (Philadelphia County); On-site; USD 45,000 - 60,000; Full time

Job summary

Pennsylvania Lumbermens Mutual Insurance Company is seeking a Policy Service Technician to support the underwriting team in policy processing. This role is essential for ensuring accuracy and efficiency in rating and issuing policies. The ideal candidate will have strong organizational skills and the ability to work collaboratively across teams.

The position requires a high school diploma, with preference for college coursework in relevant fields. A Property & Casualty license is preferred. Candidates should have at least 12 months of experience in commercial lines rating or equivalent experience with an insurance carrier.

Qualifications

• At least 12 months of commercial lines rating experience or equivalent experience with an insurance carrier.
• Property & Casualty license preferred or obtain one within six (6) months of employment.

Responsibilities

• Utilize multiple systems to accurately rate and issue new and renewal business.
• Complete non-renewals based on Underwriter instructions.
• Organize and maintain policy-related information within the ImageRight system.
• Serve as backup support to other Policy Service Technicians.
• Collaborate effectively with internal teams to enhance service delivery.
• Assist with administrative tasks to support underwriting and service teams.

Skills

Proficiency in Commercial Lines Insurance

Strong attention to detail

Excellent organizational skills

Analytical skills

Verbal communication skills

Written communication skills

Education

High school diploma

College coursework in business, finance, or insurance-related fields

Job description

Position: Policy Service Technician

Department: Service Center

Reports To: Operations Supervisor

Position Summary

The Policy Service Technician plays a vital role in supporting the underwriting team by ensuring the accuracy and efficiency of policy processing. This position involves handling multiple tasks, assisting with policy documentation, and communicating with underwriters and internal teams to rate and issue policies. The Policy Service Technician is responsible for gathering and verifying information, maintaining organized records, and ensuring compliance with company guidelines.

Essential Functions & Responsibilities

• Utilize multiple systems and resources to accurately rate and issue new and renewal business within company standards.
• Complete non-renewals based on Underwriter instructions.
• Organize and maintain policy-related information within the ImageRight system.
• Serve as backup support to other Policy Service Technicians to maintain departmental service standards.
• Collaborate effectively with internal teams across the organization to enhance service delivery.
• Assist with administrative tasks to support underwriting and service teams as needed.

Qualifications & Skills

• High school diploma required; college coursework in business, finance, or insurance-related fields preferred.
• Property & Casualty license preferred or obtain one within six (6) months of employment.
• At least 12 months of commercial lines rating experience or equivalent experience with an insurance carrier.
• Proficiency in Commercial Lines Insurance.
• Strong attention to detail with excellent organizational, analytical, and mathematical skills.
• Practical verbal and written communication skills with the ability to collaborate across teams.

Physical Requirements

• Ability to work in an office setting, including prolonged sitting and computer use.
• Clear verbal communication skills for interacting with team members, brokers, and customers.