Underwriter - Operations Specialist

Brown & Brown • Ephrata, WA

77d • $31 - $40

About The Position

This role supports the underwriting team with administrative and coordination tasks, with a focus on operations and compliance. The Underwriter - Operations Specialist ensures underwriting files and documents are maintained accurately and efficiently and contributes to the smooth functioning of operational workflows across the department.

Requirements

• High school diploma.
• Ability to obtain a Washington State Property & Casualty Insurance Producers License (courses and testing provided by Company).

Nice To Haves

• Math skills such as Business Math or basic accounting functions.
• Experience in insurance operations or underwriting support.

Responsibilities

• Assist the underwriter or leader in managing new and existing accounts and organizing information according to Letter of Authority, if applicable.
• Prepare and issue Certificates of Coverage as requested.
• Record Documents (emails, faxes, mail, etc.) into the agency management system (Origami).
• Process and issue endorsements.
• Assist Underwriters with renewal applications, data entry, and renewal binding documents as requested.
• Assist underwriters and leaders with tracking, updating, reviewing, and issuing pool coverage documents, including Memorandums of Coverage and Coverage Agreements.
• Cross-train and assist other teammates with projects or tasks when needed.
• Assist with other general office duties, including answering phones, processing mail, scanning, photocopying, filing, shipping, and ordering supplies.
• Assist in tracking and renewals of CRS business and teammate licenses.
• Assist Underwriting leadership with conducting internal underwriting audits.
• Collect, review, and submit CSA information monthly.
• Help monitor and maintain operational workflows and service standards for the Underwriting department.
• Assist with system updates, procedural changes, and training materials.
• Participate in projects aimed at improving efficiency and consistency across underwriting operations.
• Prepare, interpret, implement, and update Underwriting procedure manuals.
• Coordinate with underwriting, operations, IT, and compliance teams to ensure alignment on processes.
• Provide feedback and suggestions for improving operational and underwriting procedures.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED