Underwriting Assistant/Customer Service Representative

3 weeks ago


North New Hyde Park, New York, United States Bridge Specialty Group Full time

Job Summary:

This role assists the Underwriter in evaluating, classifying, and rating insurance submissions by reviewing applications, inspections, and other pertinent information.

Key Responsibilities:

  • Work with Underwriter to obtain required information, complete applications, and confirm quotes and binders in writing.
  • Provide full assistance and support for the sales and production process, including reviewing risks submitted by Producers and issuing written binders.
  • Review indications, quotes, binders, submissions, and policies for completeness and accuracy, including forms and editions.
  • Become familiar with agency management software systems and suggest labor-saving uses to management.
  • Order and review inspections, identifying exposures of risks and verifying information with policy data for accuracy and underwriting guidelines.
  • Issue Certificates of Insurance and maintain exceptional telephone demeanor.

Benefits:

  • Generous benefits package, including health, dental, vision, 401(k), and Employee Stock Purchase Plan.
  • Excellent growth and advancement opportunities within Bridge Specialty Group.

About Bridge Specialty Group:

Morstan General Agency, a leading member of Bridge Specialty Group, provides customized solutions for all customers' insurance needs. Our highly trained professionals have built a reputation for finding comprehensive coverage at competitive rates, serving over 4,000+ retail customers across commercial, personal, workers' compensation, and professional business segments.



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