Underwriting Assistant
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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