Underwriting Assistant

Bridge Specialty Group; Plano (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401k

Tuition reimbursement

Job summary

Bridge Specialty Group is seeking an Underwriting Assistant to join our Dallas, TX team. You will work under the Internal Operations Leader to support underwriting practices and ensure prompt, accurate policy issuance.

Key duties include handling underwriting and brokered risks, processing applications, endorsements, and renewals, and coordinating with producers and third-party providers to expedite submissions. Strong MS Office skills and confidentiality are essential.

Qualifications

• Minimum education high school or GED.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 1 – 3 years’ experience in a similar position minimum (preferred).

Responsibilities

• Assist Account Executives when underwriting or brokering risks, ensuring all required information is obtained, and quotes & binders are confirmed in writing.
• Process mail and correspondence with producers and company reps as needed.
• Follow up on applications, inspections, and suspense items.
• Review renewals and letters; ensure templates and forms are updated.
• Coordinate with producers, company representatives, inspection and finance companies to expedite submissions.

Skills

Phone etiquette

Confidentiality

Experience 1-3 years

Education

High school diploma or GED

Tools

MS Office Suite

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 growing team in Dallas, TX!

Under guidance of the 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:

• Assists the Account Executive when underwriting or brokering risks, ensuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws.
• Perform other duties as assigned by members of management or deemed necessary to complete the above duties.
• Process mail received by USPS, Email, or fax.
• Handle correspondence with company / producers with Account Executive supervisor as needed.
• Process accordingly all brokerage and contract endorsements.
• Follow up for suspense items on applications, subject to, inspections, etc.
• Request Loss Runs for years written with office.
• Order and follow up for inspections.
• Review and have letters for renewals processed.
• Communicate with producers, Company representatives, inspection companies, and finance companies to insure expeditious handling of all submission.
• Confirm that the coding of specific required forms is completed and utilized. Ensure the templates are updated for processing policies/coverage.
• Assists the Account Executives when reviewing, analyzing and underwriting risk submitted by producers, rate submissions for premium and terms analyze exposures for quotes for new and renewal business, issue written indications, quotes and binders.

Licenses and Certifications:

• License General Lines.

Skills & Experience To Be Successful

• Minimum education high school or GED.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• 1 – 3 years’ experience in a similar position minimum (preferred).

About Us:

Bridge Specialty Group creates a 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, health care, public entity, workers’ comp, property and personal lines.

With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support 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 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.

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”.