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Underwriting Assistant
3 months ago
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 and reporting to our Missoula, MT or Portland OR office.
This is a hybrid position paying in the $20.00 to $26.00 per hour range.
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.
- 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
- 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.