Agency Underwriting Assistant

Berkshire Hathaway Homestate Companies•Santa Clarita, CA

6d•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
A detail‑oriented professional who works accurately in a fast‑paced environment
A self‑starter who can work independently while collaborating effectively with a team
A customer‑focused communicator who builds strong relationships with agents and underwriters
An organized problem solver who can research, evaluate options, and make sound recommendations
Someone who responds well to time‑sensitive demands and changing priorities

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
Companywide surveys for employee input
Wellness program with an online wellness portal
Complimentary state-of-the-art onsite fitness center (Omaha office)
Retirement and savings plan with immediate enrollment
100% employer match up to 5% on retirement and savings plan
Medical, Dental and Vision for regular, full-time employees and eligible dependents
Dedicated Learning & Development program
100% upfront Educational Reimbursement program
Subsidized downtown parking
Competitive time off policies including parental leave
Employee Assistance program