Underwriting Assistant

1 month ago

Stockton, United States Bridge Specialty Group Full time

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

The Underwriting Assistant is a part of the Regional Support Team (RST), reporting directly to the Regional Operations Leader or delegate.

This is a hybrid position paying in the $20.00 to $26.00 per hour range and can work from our Irvine or Stockton offices.

WHAT YOU WILL DO:

  • Follow SOPS created for tasks as assigned.
  • Manage internal 59-day list, assist Underwriting and Accounting teams in processing system corrections/offsets.
  • Management of Policy
  • Management of surplus lines tax filing inquiries, assist the Divisional Tax Team with collection of required state forms and escalations.
  • Process Audit for taxes within management system
  • Provide closed even audits to agency partners.
  • Carrier reconciliation: Processing system corrections (commission, market provider, etc.),
  • Direct bill invoicing within management system
  • Processing of AOR/BOR requests as required.
  • Renewal solicit management.
  • Reconcile binding subjectivities and requirements.
  • Other Duties as assigned.
WHAT YOU WILL NEED:
  • Minimum Education required; HS diploma or general education degree (GED); or one to three 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
Preferred:
  • CA P&C State Licensed
  • Associate or bachelor's degree in a business or financial related discipline


We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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