Senior Underwriting Assistant

Bridge Specialty Group; Stockton (CA); On-site; USD 44,000 - 47,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown in Stockton, CA is seeking a Senior Underwriting Assistant to join our growing team. Under guidance of Internal Operations Leader, you will support underwriting functions and help maintain integrity of underwriting practices.

Key duties include binding and invoicing policies, reviewing applications and binders, ensuring timely policy inspections, and processing endorsements. A state license is preferred, with 1–3 years of related administrative experience and a business/finance

Qualifications

• 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

Responsibilities

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

Skills

MS Office proficiency

Education

HS diploma or GED

Associate or bachelor’s degree in business/finance

Tools

MS Office

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Senior Underwriting Assistant to join our growing team in Stockton, CA!

Under guidance of Internal Operations Leader, individual whose primary responsibilities include carrying out direction of underwriting assistant functions to provide support and integrity of underwriting practices.

How You Will Contribute

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

Licenses & Certifications

• P&C State Licensed (preferred)

Skills & Experience To Be Successful

• 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

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.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

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”.