Personal Lines - Underwriting Assistant, Wholesale Insurance-1

HUB International•Burbank, CA

2d•$22 - $24•Hybrid

About The Position

The ideal candidate will possess excellent customer service skills and serve as a technical resource to a large and growing binding and brokerage team. Successful applicants will work alongside in-house Underwriter(s), carrier partners, and retail agents to request and review underwriting information for the placement of coverage, invoicing, rating, and processing of endorsements — including assisting with quote preparation and obtaining accurate state compliance documents.

Requirements

High school diploma required; college coursework preferred.
Resident license in state of domicile, copy of active license due in 30 days or less from hire date.
Minimum 5 years of experience in insurance underwriting support, customer service, or a related field, with a demonstrated track record of success.
Positive, service-oriented attitude with comfort handling a high volume of phone and email communication.
Excellent written and verbal communication skills.
Ability to work well under pressure and meet tight deadlines in a fast-paced environment.
High degree of adaptability; able to effectively manage shifting priorities and varied workflows.
Strong organizational skills with exceptional attention to detail.
Proficiency in Microsoft Outlook, Excel, and various carrier rating portals.

Responsibilities

Bind and invoice placement of coverage; rate and process endorsements with invoicing, audits, and other documents in accordance with established departmental procedures — with accuracy, efficiency, and full compliance with applicable standards.
Handle cancellation notices, cancellation endorsements, and rescission documents.
Act as liaison between retail clients and the underwriter to obtain missing information, provide status updates on quotes and binds, and respond to general requests for information.
Review inspection reports and ensure timely follow-up on outstanding items.
Manage surplus lines (SL) compliance documentation in accordance with state-specific requirements.
Other duties as assigned.