Senior Underwriting Assistant: Policy Bindings & Invoicing

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

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