Senior Underwriting Assistant

001 Brown & Brown, Inc; Stockton (CA); On-site; USD 44,000 - 47,000; Full time

Benefits offered by this job

Health benefits

401k

Paid time off

Job summary

Brown & Brown is seeking a Senior Underwriting Assistant to join our Stockton, CA team. This role supports underwriting workflows, binds and invoices policies, and ensures proper documentation.

You will review applications, quotes, and binders, order inspections, and process endorsements via carrier portals and the agency system. Strong MS Office skills and a professional phone demeanor are essential.

Qualifications

• HS diploma or GED required or equivalent experience.
• Proficient with MS Office.
• Associate or bachelor’s degree in business/finance preferred.

Responsibilities

• Bind and invoice policies, ensuring binding subjectivities are complete.
• Review applications, quotes, and binders for proper documentation.
• Ensure timely policy inspections are ordered.
• Process and invoice endorsements in carrier portals and agency management system.
• Provide endorsements and invoices to carriers and clients promptly.
• Invoicing of audit endorsements.
• Review audit disputes and communicate discrepancies with agents.
• Review policy inspections for underwriting integrity and accuracy.

Skills

MS Office

Telephone etiquette

Administrative support

Education

HS diploma or GED

Associate or bachelor's degree in business/finance

Job description

Position Overview

Brown & Brown is seeking a Senior Underwriting Assistant to join our growing team in Stockton, CA. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

What You Will Do

• Bind and invoice policies as required, reviewing all binding subjectivities have been completed and documented.


• Review applications, quotes, and binders to ensure proper documentation is presented to issue policies accurately.


• Ensure that policy inspections are ordered in a timely manner.


• Process and invoice both monetary and non-monetary endorsements in carrier portals and agency management system.


• Provide Endorsement and Invoice to carrier partners and clients in a timely manner, within the timeline provided within SOP.


• Invoicing of audit endorsements.


• Review audit disputes and submit to carrier as needed, correspond with agent for discrepancies.


• Review policy inspections to ensure underwriting integrity and classification accuracy, adherence to company underwriting guidelines.

Qualifications & Experience

• Licenses & Certifications: P&C State Licensed (preferred).


• Minimum Education required: HS diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.


• Proficient with MS Office.


• Exceptional telephone demeanor.


• 1-3 years' experience in a similar administrative support position.


• Associate or bachelor's degree in a business or financial related discipline.

Compensation

Pay Range $32.69 - $32.69 Hourly. The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Benefits & Total Well-Being

• 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.)

Equal Opportunity Statement

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".

Company Culture

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We believe in the power of One Team, where collaboration fuels unlimited possibilities. As One Team, we are anchored in the 'Power of Be', a core set of behaviors, skills, and characteristics we value most. It is part of our cultural DNA, influencing how we get stuff done every day and how we accomplish our goals, creating a link between what we do and how we do it. We are more than a global insurance wholesaler; we are a collective force of over 2,000+ teammates across 50+ locations throughout the United States and Europe. With 25+ specialized brands and access to 200+ carriers, we seamlessly connect the diverse needs of our retail partners in property, casualty, environmental, professional, workers' compensation, and personal lines. Together, we build trust, exceeding expectations. Our $5 billion+ premium book is a testament to our collaborative partnerships.