Position Description

Commonwealth of Pennsylvania
POSITION DESCRIPTION FOR JOB POSTING
Position Number: 00063829	Description Activated On: 2/27/2025 12:03:28 PM

Position Purpose: Describe the primary purpose of this position and how it contributes to the organization’s objectives. Example: Provides clerical and office support within the Division to ensure its operations are conducted efficiently and effectively.

This position is primarily for receiving, creating, and entering information into the SMART system regarding new submissions/applications and disseminating same to the underwriters for processing.

Description of Duties: Describe in detail the duties and responsibilities assigned to this position. Descriptions should include the major end result of the task. Example: Types correspondence, reports, and other various documents from handwritten drafts for review and signature of the supervisor.

Job responsibilities include:

1. Creates new Legal Entities in the SMART system
2. Creates new submissions from received applications in the SMART system and follows up with applicant (if necessary) via phone or email for missing information.
3. Reviews information on applications to verify information is correct such as completeness, properly named entities or individuals as relates to creating of legal entities, ownership, and signatures.
4. Composes letters and/or emails to the applicants and Brokers of Record requesting additional information including, but not limited to proper down payments, balances due on previous policies, additional forms, description of operations, and missing information.
5.Responds to telephone calls, emails, and faxes from applicants and Brokers of Record regarding general questions about applications, forms, and rates for specific class codes and minimum premiums, etc.
6.Redirects checks received with applications to the accounting department for processing or attach to the a

Decision Making: Describe the types of decisions made by the incumbent of this position and the types of decisions referred to others. Identify the problems or issues that can be resolved at the level of this position, versus those that must be referred to the supervisor. Example: In response to a customer inquiry, this work involves researching the status of an activity and preparing a formal response for the supervisor’s signature.

Reviews all applications for basic information and completeness and escalates to supervisor if the type of entity needs to be verified or there are any ownership issues.

Requirements Profile: Identify any specific experience or requirements, such as a licensure, registration, or certification, which may be necessary to perform the functions of the position. Position-specific requirements should be consistent with a Special Requirement or other criteria identified in the classification specification covering this position. Example: Experience using Java; Professional Engineer License

Experience:

N/A

Licenses, registrations, or certifications:

1.   N/A

2.   N/A

3.   N/A

4.

5.

6.

Essential Functions: Provide a list of essential functions for this position. Example: Transports boxes weighing up to 60 pounds.

1.	Review new policy applications to ensure information is correct and all items are completed
2.	Perform research on legal entities to determine if there was a previous policy and/or a debt owed prior to creating a new policy
3.	Send letters for money owed over $3,000
4.	Utilize SMART system
5.	Utilize Microsoft Office Suite products
6.	Communicate effectively orally and in writing
7.	Establish and maintain effective working relationships
8.
9.
10.