Underwriting Assistant

2 months ago


Ephrata, United States Brown & Brown 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.

Supports underwriting staff in all associated tasks for existing and new insurance pool/program business as delegated.

Essential Duties and Functions: include the following. Other duties may be assigned.

  • Assist the underwriter in managing new and existing accounts and organizing information according to Letter of Authority, if applicable.
  • Open and maintain hard files and files in the agency management system (Origami).
  • Prepare and issue Certificates of Insurance as requested.
  • Process new applications, organize information received, enter exposure information and notes into database, and maintain files.
  • Record Documents (emails, faxes, mail, etc.) into the agency management system (Origami).
  • Assist in binding new accounts.
  • Assist in closing files.
  • Process and issue endorsements.
  • Process renewal applications, data, and renewal binding documents.
  • Cross-train and assist other employees with projects or tasks when needed.
  • Assist with other general office duties, including answering phones, processing mail, scanning, photocopying, filing, shipping, and ordering supplies.
  • Other job-related projects or assignments to assist the underwriting management as delegated.
Competencies:
  • Proficient computer skills in Microsoft Office programs and the ability to learn other business software programs.
  • Excellent oral and written communication skills and the ability to work in teams.
  • Possess a positive attitude, strong interpersonal skills, organizational skills, and be detail-oriented.
  • Professional office dress is mandatory.
  • Must present oneself in a professional manner, including personal hygiene and appearance.
  • Regular attendance is essential and expected for the effective operation of the company.
Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required
  • High school diploma.
  • Valid driver's license.
  • Ability to obtain a Washington State Property & Casualty Insurance Producers License (courses and testing provided by Company).
Preferred
  • Math skills such as Business Math or basic accounting functions.
  • Prior insurance experience or college degree.

Physical Requirements Necessary on a Regular Basis:

Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone on a constant basis for at least 7-10 hours per day.

Speech and hearing sufficient for in-person and telephone communication on a constant basis for at least 7-10 hours per day.

Vision sufficient for use of a computer monitor.

Ability to sit at a desk on a constant basis for at least 7-10 hours per day.

Hourly Rate: $21.63 - $31.25

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