Agency Underwriting Assistant

Berkshire Hathaway Homestate InsuranceSanta Clarita, CA
Hybrid

About The Position

The Agency Underwriting Assistant assists underwriters by entering submissions and information into rating software, prepares accounts, reviews, and processes endorsements and/or handles renewal underwriting activity. This position will be with Pacific Gateway Insurance Agency in Valencia, CA and is eligible for Hybrid work. This position is NOT Eligible for employer work authorization sponsorship.

Requirements

  • High school diploma or GED with two years of college or equivalent work experience
  • One or more years of relevant work experience
  • Basic math and rating knowledge
  • Proficiency in Microsoft Office (Excel, Word, and related PC software)
  • Strong understanding of insurance terminology and policy coverages
  • Ability to apply company guidelines related to risk acceptability and profitability
  • Knowledge of company and departmental practices and procedures
  • Excellent oral and written communication skills
  • Strong attention to detail with accuracy
  • Ability to manage multiple priorities and meet deadlines

Nice To Haves

  • P&C Insurance License and insurance coursework (CPCU, IIA, AU) preferred

Responsibilities

  • Identify, review, and classify risks; enter risks into rating software as applicable
  • Order, review, and evaluate inspection reports, MVRs, loss runs, audits, and other underwriting data
  • Process endorsements, calculate additional and return premiums, and issue binders, new business, and renewal policies
  • Enter and verify submissions in AMS; request, review, and validate updated exposure information from agents
  • Communicate with Underwriters and Agents to provide quotes, obtain supplemental information, and ensure required documentation is received

Benefits

  • Up to 17 days of PTO
  • Up to 20 days of paid parental time
  • Seven paid holidays
  • Two floating holidays
  • Employee Resource Groups for volunteering, connecting with others, social gatherings, and professional development
  • Retirement and savings plan with immediate enrollment with 100% employer match up to 5%
  • Medical, Dental and Vision for regular, full-time employees and eligible dependents
  • Dedicated Learning & Development program for employees to grow personally and professionally
  • 100% upfront Educational Reimbursement program
  • Subsidized downtown parking
  • Competitive time off policies including parental leave
  • Employee Assistance program
  • Complimentary state-of-the-art onsite fitness center
  • Robust wellness program
  • 401(k) with company match
  • Health, vision, dental, life and disability insurance
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