What are the responsibilities and job description for the Underwriting Assistant - Personal Lines position at Brown & Brown Insurance?
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Graham-Rogers is seeking a Standard Underwriter Assistant to join our team in Bartlesville, Oklahoma.
Under the direct supervision of the Standard Lines Manager or the Office Leader. The Assistant Underwriter’s task is to provide assistance to retail agents, processors, and other underwriters as needed and necessary in a timely, efficient and accurate turnaround time and other duties as requested by the Standard Lines Manager.
How You Will Contribute
- Receives and distributes all quote submissions to underwriters throughout the day
- Logs all quote submissions into Salesforce for documentation and follow through
- On a daily basis, receives all binder orders and reconciles the binder request with the quote proposal provided to the retail agent from the underwriter.
- Records the Binder Request into the agency management system.
- Issues and emails the Binder Acknowledgement to the retail agent.
- Provides weekly binder activity report to management
- On a daily basis, retrieves all billing notices (nonpayment notices, reinstatements, cancellation confirmations) via carrier websites.
- Records all notices into agency management system for documentation
- Emails the above mentioned notices to the retail agent and confirms receipt.
- Assist the underwriters with phone calls, declining quotes upon underwriter’s review and approval, and completes replacement cost estimators upon sub agent’s request &/or as needed by underwriter.
- Forwards notice to the mail room where to mail the check(s) when received by the retail agent
- Records payment mailed activity into agency management system and verify that payment has been applied to client’s account via the carrier’s website.
- Complete all suspense items within 30 days.
- Completes all company request correspondences as needed
- Completes all non-renewal notices and faxes or emails to retail agent.
Licenses and Certifications:
- Obtain a P&C license within 12 months of hire.
Skills & Experience to Be Successful
- High School or higher education
#LI-SD1
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”.
