Pacific Neuroscience Institute (PNI)

Operations

• Perform accounting, treasury, and cash management work for designated operational areas
• Transfer funds and prepare journal entries
• Reconcile general ledger accounts
• Prepare and distribute internal and external financial reports
• Prepare E-vouchers, cash receipt vouchers, and general expense vouchers
• Maintain files and archives
• Monitor daily cash activity and initiate cash transfers and banking requests
• Develop and maintain spreadsheets recording financial activity
• Process special deposit interest payments
• Initiate replacement of special deposit securities and related correspondence with financial institutions
• Research laws and regulations for compliance
• Prioritize activities and assignments, establish timelines, and manage milestones
• Assist with General Ledger, Accounts Payable, and Payroll duties as assigned
• Interact with internal organizational stakeholders and external entities
• Perform other duties assigned by the Director, Treasury & Billing Services

Senior Banking Operations Reconciliation Technician

Account Manager

• Serve as liaison between Penn National Insurance and agents
• Act as relationship manager for agents, regional underwriting teams and corporate departments
• Assess agent strengths and weaknesses and help achieve profitable growth in premium volume and policy count
• Ensure agents understand commercial lines initiatives, products, policies, procedures and services
• Conduct commercial lines agency prospecting, planning and agency management initiatives
• Collaborate with and support Underwriters and RVPs on small business and mid-market decisions
• Perform limited direct underwriting of small commercial new business when directed
• Develop agency forces to pre-qualify, rate and bind profitable commercial lines business
• Build professional relationships with agents, underwriting and claims teams, and corporate departments
• Evaluate prospective agents and submit written recommendations to the Regional Vice President
• Maintain continuous two-way communication between agents and the company
• Monitor agency growth, profitability, compliance and results
• Share industry information, ideas, products and carrier philosophy changes
• Conduct ongoing agency prospecting to create a pipeline of potential future appointments
• Participate in commercial lines rate reviews
• Make consistent underwriting decisions within assigned authority
• Profile commercial lines books of business for profitability analysis
• Develop and implement agency profitability plans and corrective action plans
• Facilitate agency reviews and compare performance against established goals
• Train agency personnel on programs, products, services and systems
• Develop annual agency/company marketing plans
• Analyze territory profitability, premium growth and agency representation
• Apply, compile, manipulate and analyze data to solve business problems
• Perform other duties assigned by the President-Partners Mutual or Regional Vice President

Commercial Lines Territory Manager, NC, VA

• Serve as a liaison between Penn National Insurance and agents
• Act as relationship manager for agents, regional underwriting teams, and corporate departments
• Manage commercial lines agency planning and agency management initiatives for assigned agents
• Collaborate with and support Underwriters and RVPs on small business and mid-market renewal decisions and branch initiatives
• Directly underwrite mid-market new business
• Drive profitable commercial lines growth in premium volume and policy count
• Evaluate assigned agents’ strengths and weaknesses and facilitate new business action plans
• Train agents on Penn National Insurance commercial lines products, policies, procedures, and services
• Develop agency forces to pre-qualify, rate, and bind profitable commercial lines business
• Review new business quote requests for acceptability under underwriting authority and company guidelines
• Communicate underwriting decisions, techniques, policy forms, coverages, and risk acceptability
• Document underwriting files, decisions, actions, and follow-up requirements
• Build relationships with agents, underwriting teams, claims teams, and corporate departments
• Evaluate prospective agents and submit written recommendations to the Regional Vice President
• Visit agencies to discuss underwriting matters and develop new business
• Monitor agency growth, profitability, compliance, and company initiatives
• Profile commercial lines books of business and develop profitability plans
• Facilitate agency reviews and implement corrective actions
• Establish account pricing within underwriting authority and company guidelines
• Order and analyze loss control reports, financial reports, MVRs, and other underwriting reports
• Evaluate and secure facultative reinsurance when needed
• Contribute to underwriting policies, procedures, and guidelines
• Provide agency training on programs, products, services, and systems
• Develop annual agency/company marketing plans
• Analyze territory profitability, premium growth, and agency representation
• Apply, compile, manipulate, and analyze data to solve business problems
• Perform other duties assigned by the President-Partners Mutual or Regional Vice President

Senior Commercial Lines Territory Manager

• Serve as a liaison between Penn National Insurance and agents
• Manage relationships with agents, regional underwriting teams and corporate departments
• Assess agent strengths and weaknesses and help achieve profitable growth in premium volume and policy count
• Ensure agents understand commercial lines initiatives, products, policies, procedures and services
• Lead commercial lines agency prospecting, planning and agency management initiatives
• Collaborate with and support Underwriters and RVPs on small business and mid-market decisions
• Perform limited direct underwriting of small commercial new business when directed
• Develop agency forces to pre-qualify, rate and bind profitable commercial lines business
• Evaluate prospective agents and submit written recommendations to the Regional Vice President
• Monitor agency results, growth, profitability and compliance with company initiatives, procedures and policies
• Share relevant industry information, ideas, products and competitor philosophy changes
• Conduct ongoing agency prospecting within Eastern PA
• Participate in commercial lines rate reviews
• Make underwriting decisions within assigned authority and promote ease-of-doing-business initiatives
• Profile commercial lines books of business for profitability analysis
• Develop and implement agency profitability plans and action plans
• Facilitate agency reviews and corrective actions with team members
• Provide agency training on programs, products, services and systems
• Develop annual agency/company marketing plans
• Analyze territory profitability, premium growth and agency representation
• Apply, compile, manipulate and analyze data to solve business problems
• Perform other duties assigned by the President-Partners Mutual or Regional Vice President

Commercial Lines Territory Manager

Claims Representative

• Support the Claims Division in achieving and promoting the lowest fair claims settlement
• Perform routine administrative and customer service aspects of the claims handling process according to established Claims Division guidelines
• Train team members on current processes as directed by leadership
• Enter data into claims processing systems while adhering to quality and productivity guidelines
• Input proper coverages and classifications when setting up new claims
• Answer approximately 100 Claims switchboard calls per day, provide basic information, and transfer calls to appropriate adjusters
• Perform filing, mail distribution, check printing, and other clerical tasks supporting the Claims Division
• Provide prompt and professional customer service to agents, policyholders, and internal customers regarding new claim notifications, inquiries, and requests
• Research policies and other systems to resolve claims processing issues
• Communicate with internal and external customers by phone, fax, and email
• Prepare written communications according to department standards
• Identify and utilize appropriate resources to solve customer problems
• Escalate customer risks and accelerate follow-up and action to resolve issues
• Work with supervisors to identify development and shadowing opportunities
• Provide coverage, guidance, or assistance to colleagues when needed
• Maintain direct contact with Claims Service Office Managers, Team Leaders, adjusters, Home Office Claims personnel, and Underwriting personnel

Claims Service Representative

Consultant

• Conduct on-site loss control surveys and virtual meetings for prospective and written commercial lines accounts within a designated geographic territory
• Gain a thorough understanding of account operations
• Handle large and/or complex accounts
• Complete reports and documentation for account visits to support underwriting decisions
• Visit facilities to assess operations, hazards/exposures and safety program effectiveness
• Determine compliance and evaluate safety programs based on OSHA, NFPA, DOT, ANSI and applicable state and local codes
• Conduct agency visits to promote loss control services and initiatives
• Provide loss control consulting services and apply safety management principles to reduce, eliminate or control hazards/exposures
• Provide on-site training as needed
• Conduct basic industrial hygiene and health surveys, including noise and ergonomic assessments
• Attend branch large loss meetings and other meetings requiring loss control expertise
• Develop, submit and discuss recommendations with customers to improve conditions and mitigate or control hazards
• Assist with technical training and field evaluations of other Loss Control Consultants
• Assist with classroom technical training for Loss Control staff and underwriters
• Manage vendor Loss Control work within assigned territories as requested
• Assist in training Commercial Underwriters or provide consulting support
• Maintain direct contact with underwriting and claims personnel, agents and insureds

Senior Loss Control Consultant

• Conduct on-site loss control surveys and virtual meetings for prospective and written commercial lines accounts
• Analyze account operations, hazards, exposures and safety programs within a designated geographic territory
• Complete reports and documentation to help underwriting staff determine risk viability
• Visit account facilities and evaluate the effectiveness of safety programs
• Determine compliance with OSHA, NFPA, DOT, ANSI and state and local codes and requirements
• Conduct agency visits to promote loss control services and initiatives
• Provide loss control consulting and safety management recommendations to reduce, eliminate or control hazards and exposures
• Conduct basic industrial hygiene and health surveys, including noise and ergonomic assessments
• Provide on-site training as needed
• Attend branch large loss meetings and other meetings requiring loss control expertise
• Develop, submit and discuss recommendations with customers to improve conditions
• Perform projects assigned by the Home Office Manager or Team Leader, including management of vendor loss control work within assigned territories
• Collaborate directly with underwriting and claims personnel, agents and insureds

Loss Control Consultant

Analyst

• Define business requirements for complex new and existing systems with clients
• Formulate scope, objectives, and program specifications
• Code, test, debug, document, and implement new systems and system changes
• Write new programs and enhance existing programs according to specifications and programming standards
• Implement program changes following documented change control procedures
• Create program-level and system-level documentation, including specifications, data conversion maps, layouts, flowcharts, use cases, system overviews, and recovery instructions
• Update status and time tracking weekly
• Clarify business requirements and develop test cases with clients
• Assist clients during testing, troubleshooting, and problem resolution
• Provide on-call or after-hours application and technical support
• Coordinate and perform unit, system, and model office testing
• Verify test results meet business requirements
• Estimate assignment completion times and create project action plans
• Analyze requirements and design/configure system solutions, including interfaces, business rules, reports, user interfaces, and data conversions
• Log, research, and analyze development and production issues
• Document resolution alternatives and coordinate problem resolution
• Review peer code for adherence to standards
• Mentor new employees or provide cross-training
• Present design solutions and obtain approvals
• Participate in self-development and departmental standards committees
• Perform other assigned duties