Service Team Technical Assistant

Brown & Brown; Charlotte (NC); On-site; USD 40,000 - 50,000; Full time

Job summary

A growing company in Charlotte, NC is seeking an Underwriting Assistant to provide essential administrative support across departments. This role involves maintaining compliance, processing policies, and assisting with various tasks to ensure smooth operations. Ideal candidates will have a high school diploma and proficiency in MS Office Suite. The company promotes a culture of inclusion and offers comprehensive health and financial benefits.

Benefits

Health Benefits

401k

Paid Time Off

Tuition Reimbursement

Qualifications

• Must acquire state property and casualty agent licenses within 90 days of hire.

Responsibilities

• Provide administrative support to all departments.
• Process policies, endorsements, audits, and notices for Underwriting/Sales Teams.

Skills

Confidentiality

Telephone Etiquette

Education

High School Diploma

Tools

MS Office Suite

Job description

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

Bridge Specialty Group is seeking an Underwriting Assistant to join our growing team in Charlotte, NC!

Under the guidance of a supervisor or manager, the Underwriting Assistant’s primary responsibilities include providing service support for both the commercial and personal departments.

How You Will Contribute:

1. Provide administrative support to all departments. Maintain spreadsheets for items such as employee directory, carrier commission changes, and employee license compliance.
2. Direct incoming calls or voicemails to the appropriate party.
3. Receive all mail and packages. Scan and distribute all incoming mail.
4. Review and forward all incoming checks to lockbox or return to sender.
5. Review and create tasks for items received in general email boxes.
6. Process policies, endorsements, audits, notices, and other tasks for all Underwriting/Sales Teams. Handle urgent or missing policy and endorsement requests.
7. Provide reports for policy renewals, invoice checklists, and others as needed. Assist Underwriting/Sales teams with issuing non-renewals/conditional renewals as per carrier guidelines.
8. Assist with internal self-audits to ensure compliance with states, carriers, and Brown & Brown.
9. Perform additional duties as assigned by the office and Service Team Leaders.

Licenses and Certifications:

• Must acquire state property and casualty agent licenses within 90 days of hire.

Skills & Experience to Be Successful:

• Minimum education required: High School diploma.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.

About Us:

Bridge Specialty Group creates a more seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, healthcare, public entity, workers’ compensation, property, and personal lines.

With more than 50 locations and over 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers supporting our $7+ billion premium book.

Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group – aligning risk with greater reach.

Teammate Benefits & Total Well-Being:

We focus 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, Partner Discounts, and more.

Benefits may vary by location, and eligibility or waiting periods may apply.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment of diverse backgrounds, experiences, and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.