Underwriting Assistant/Account Executive Assistant

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

We are seeking an Underwriting Assistant to join our growing team in Hollywood, FL!

Assists the Underwriter by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and groups for insurance by performing the following duties.

How You Will Contribute

• Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property.
• Work with Underwriter, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.
• Provide full assistance and support for the sales and production process.
• Secure payments on risks bound or written.
• Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.
• Review indications, quotes, binders, submissions and policies for completeness and high degree of accuracy.
• Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to the Team Leader.
• Task the ordering of inspections to the proper branch personnel. This duty requires the ability to identify the different types of policies and the common information to request the inspection company obtain at time of inspection.
• Careful review of inspections used to obtain underwriting information, quote rates, or adherence to company underwriting guidelines.
• Issuance and/or re-issuance of Certificates of Insurance.
• Work with the Underwriter to be sure the forms on the policies are the current edition dates used by each Company.
• Telephone assistance. This duty involves the ability to answer basic questions a Producer may have. If the question is too involved, refer the Producer to an Underwriter, who can help.
  
  

Competencies

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.
  
  

Skills And Experiences To Be Successful

• High School Diploma or General Education Degree (GED).
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality.
• 1-2 years related experience
• Experience with policy issuance or excess and surplus lines underwriting agency or company a plus.(preferred)
• FL 2-20 License, CIC designation a plus. (preferred)
  
  

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
  
  

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.