Underwriting Operations Support Associate

Bass UnderwritersSunrise, FL
Onsite

About The Position

The Underwriting Operations Support Associate role is an entry-level position located in Sunrise, Florida, with opportunities for growth. This role is responsible for reviewing, processing, and troubleshooting documents and policies to ensure the smooth operation of the Underwriting back-end process. The associate will play a crucial part in finalizing insurance policies by ensuring all details are accurate. The ideal candidate will possess strong attention to detail, be a quick learner, capable of multitasking, and a team player. Prior experience in data entry, accounting/bookkeeping, or customer service is beneficial but not required.

Requirements

  • High School Diploma or General Education Diploma (G.E.D.).
  • Strong customer orientation, excellent interpersonal and communication skills.
  • Team player with a commitment to company values.
  • Critical Thinker and detail oriented; capable of multi-tasking.

Nice To Haves

  • Experience in data entry.
  • Experience in accounting/bookkeeping.
  • Experience in customer service.

Responsibilities

  • Issue and invoice insurance binders in accordance with established procedures and service standards.
  • Print and attach all required documentation to IR.
  • Identify and report discrepancies by submitting a thorough QA with clear explanations and supporting details.
  • Review and process files that are flagged by the automation due to missing data, discrepancies, or system limitations.
  • Distribute binders and related invoices to agents promptly and accurately.
  • Finalize the binding process by entering binder details on carrier’s portals (when needed).
  • Communicate effectively with underwriters and underwriters’ assistants via emails.
  • Manage escalated and outstanding rushes professionally, ensuring timely resolution.
  • Seek clarification from team leads or supervisors to ensure proper understanding of all situations.
  • Consistently meet or exceed daily production and accuracy goals.

Benefits

  • Paid Time Off
  • 10 Paid Holidays
  • 401(k) with company match
  • Medical, Dental, & Vision insurance
  • Supplemental benefits including company paid long-term disability and life insurance.
  • Insurance designation reimbursement and additional annual pay.
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