Underwriting Operations Specialist

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

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.