Underwriting Support: Bindings, Invoicing & Endorsements

Jobtailor; Stockton (CA); On-site; USD 42,000 - 56,000; Full time

Job summary

Jobtailor in Stockton, CA is seeking an underwriting assistant to support binding, invoicing, endorsements, and documentation review. The role requires strong administrative skills, proficiency with MS Office, and familiarity with agency management systems.

You will work under the Internal Operations Leader, ensure timely policy inspections, process audits, and maintain underwriting integrity while delivering accurate client and carrier communications.

Qualifications

• HS diploma or GED; or 1-3 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
• P&C State Licensed (preferred)
• Associate or bachelor’s degree in a business or financial related discipline (preferred)
• Experience supporting Garage (auto repair, dealerships, parking facilities) accounts (preferred)

Responsibilities

• Bind and invoice policies as required, reviewing all binding subjectivities have been completed and documented
• Review applications, quotes, and binders to ensure proper documentation to issue policies accurately
• Ensure policy inspections are ordered in a timely manner
• Process and invoice monetary and non-monetary endorsements in carrier portals and agency management systems
• Provide endorsements and invoices to carrier partners and clients within the timeline provided in SOP
• Invoice audit endorsements
• Review audit disputes and submit them to carriers as needed, corresponding with agents about discrepancies
• Review policy inspections to ensure underwriting integrity, classification accuracy, and adherence to company underwriting guidelines
• Carry out underwriting assistant functions under the guidance of the Internal Operations Leader

Skills

Policy Inspection

Endorsement Processing

Audit Review

Underwriting Support

Carrier Portal Management

Exceptional Telephone Demeanor

Education

HS diploma or GED

Associate or bachelor’s degree in business or financial discipline (preferred)

Tools

MS Office

Agency Management Systems

Job description

Jobtailor in Stockton, CA is seeking an underwriting assistant to support binding, invoicing, endorsements, and documentation review. The role requires strong administrative skills, proficiency with MS Office, and familiarity with agency management systems.

You will work under the Internal Operations Leader, ensure timely policy inspections, process audits, and maintain underwriting integrity while delivering accurate client and carrier communications.