Underwriting Assistant

Bridge Specialty Group; Plano (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Aid

Tuition Reimbursement

Mental Health Support

Paid Time Off

Job summary

Hull and Company in Plano, TX is seeking an Underwriting Assistant to support policy processing and drive accurate, timely work across the department. The role requires attention to detail, strong communication with Account Executives, and the ability to learn multiple systems to expedite workflow.

You will handle policy issuance, endorsements, certificates, and document transmission, while maintaining professional conduct and compliance.

Qualifications

• 2 years’ experience as a Processor or comparable position.
• Ability to learn multiple computer systems for processing information.
• Ability to maintain a high level of professionalism.

Responsibilities

• Receives and reviews brokerage policies from carrier. Verifying required information
• Prepare policies for delivery to retail Agent by applying required stamps & correspondence
• Independently handle policy issuance, policy logs, responsibility of policies to company.
• Review Binding polices in policy files and deliver to agents.
• Assist in mail transmittal to companies or producers as required.
• pull suspense as needed, keeping them current and in good order
• Issue and distribute certificates, forms and other materials as required with guidance from the Account Executive or Account Executive Assistant
• Communicate with producers on basic issues with form letters to secure required documentation.
• Refer to Department Manager or Account Executive where additional counsel is required to affect timely and proper handling.
• Become thoroughly familiar with use of Outlook, PIPS, Word Processing
• Performs related duties as needed or assigned, such as filing, photocopying, imaging and collating.

Skills

Experience as Processor

Tools

Outlook

PIPS

Word Processing

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.

Hull and Company is seeking an Underwriting Assistant to join our team in Plano, TX.

To efficiently administer and be responsible for all duties associated with policy processing, including sufficient familiarity and knowledge of department operations to a degree that will expedite workflow through the office. This position requires attention to detail, communication with Account Executives and assistants and sufficient control and discipline to insure a high degree of accuracy within the systems.

How You Will Contribute

• Receives and reviews brokerage policies from carrier. Verifying required information
• Prepare policies for delivery to retail Agent by applying required stamps & correspondence
• Independently handle policy issuance, policy logs, responsibility of policies to company.
• Review Binding polices in policy files and deliver to agents.
• Assist in mail transmittal to companies or producers as required.
• pull suspense as needed, keeping them current and in good order
• Issue and distribute certificates, forms and other materials as required with guidance from the Account Executive or Account Executive Assistant
• Communicate with producers on basic issues with form letters to secure required documentation.
• Refer to Department Manager or Account Executive where additional counsel is required to affect timely and proper handling.
• Become thoroughly familiar with use of Outlook, PIPS, Word Processing
• Performs related duties as needed or assigned, such as filing, photocopying, imaging and collating.

Skills & Experience To Be Successful

• 2 years’ experience as a Processor or comparable position.
• Ability to learn multiple computer systems for processing information.
• Ability to maintain a high level of professionalism.

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.

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”.