Underwriting Assistant

BITCO Insurance Companies•Irving, TX

6d•Hybrid

About The Position

Join our Underwriting team as a detail-oriented and dependable administrative professional who plays a vital role in keeping operations running smoothly. In this position, you’ll provide essential clerical and organizational support to ensure accurate data management, timely processing of policy information, and seamless coordination across teams. If you thrive in a fast-paced environment, enjoy working with systems and data, and take pride in delivering excellent service to both internal and external stakeholders, this is an opportunity to grow your career while making a meaningful impact.

Requirements

2+ years of experience in a professional office setting
Basic understanding and application of Microsoft Word and Excel
Must have strong communication skills, both written and oral
Strong attention to detail
Time management skills, with ability to timely and accurately organize, prioritize, and complete responsibilities
Must be dependable and able to maintain regular, predictable attendance
Ability to work overtime as needed
Must be legally authorized to work in the United States

Responsibilities

Handle departmental mail, including preparing, sorting and distributing mail in a timely and effective manner
Order and maintain departmental supplies and materials
Manually or electronically prepare and maintain lists or other records of data/information; including maintaining and uploading documents accordingly in the electronic underwriting document storage application
Prepare and maintain policy renewal listings and distribute to Underwriting Operations team
Set up customer files and assign customer numbers in the customer dashboard.
Complete various tasks on both new and renewal policies including but not limited to, Experian reports, ordering and scoring Motor Vehicle Records, and completing commission exceptions forms
Enter and update information in UPIS for both new and renewal business.
Follow up on wage reports, sign and return forms and billing statements to obtain needed information
Ensure accuracy of department information, files, reports, and records
Prepare memos, letters, reports, documents, lists or other records
Efficiently utilize software systems in entering, accessing or retrieving data/information in/from various systems
Provide appropriate departmental services for the needs of internal customers
Deliver excellent customer service to internal and external customers
Respond timely to inquiries and reporting needs
Work in a harmonious manner, accept supervision and directions, and interact in a cooperative manner with supervisors, co-workers, internal customers, and other company personnel
Perform other duties as assigned