Underwriting Assistant

Bridge Specialty Group•Ephrata, WA

50d•Onsite

About The Position

Supports underwriting staff in all associated tasks for existing and new insurance pool/program business as delegated. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Requirements

Proficient computer skills in Microsoft Office programs and the ability to learn other business software programs.
Excellent oral and written communication skills and the ability to work in teams.
Possess a positive attitude, strong interpersonal skills, organizational skills, and be detail oriented.
Professional office dress is mandatory.
Must present oneself in a professional manner, including personal hygiene and appearance.
Regular attendance is essential and expected for the effective operation of the company.
High school diploma.
Obtain a Washington State Property & Casualty Insurance Producers License within 12 months (courses and testing provided by Company).

Nice To Haves

Math skills such as Business Math or basic accounting functions.
Prior insurance experience or college degree.

Responsibilities

Assist the underwriter in managing new and existing accounts and organizing information according to Letter of Authority, if applicable.
Open and maintain hard files and files in the agency management system (Origami).
Prepare and issue Certificates of Coverage as requested.
Process new applications, organize information received, enter exposure information and notes into database, and maintain files.
Record Documents (emails, faxes, mail, etc.) into the agency management system (Origami).
Assist in binding new accounts.
Assist with closing files.
Process and issue endorsements.
Process renewal applications, data, and renewal binding documents.
Crosstrain and assist other employees with projects or tasks when needed.
Assist with other general office duties, including answering phones, processing mail, scanning, photocopying, filing, shipping, and ordering supplies.
Other job-related projects or assignments to assist underwriting leadership as delegated.