Underwriting Assistant

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

The Underwriting Assistant is a part of the Regional Support Team (RST), reporting directly to the Regional Operations Leader or delegate and reporting to our Portland OR office.

This is a hybrid position paying in the $20.00 to $26.00 per hour range.

WHAT YOU WILL DO:

• Follow SOPS created for tasks as assigned.

• Manage internal 59-day list, assist Underwriting and Accounting teams in processing system corrections/offsets.

• Management of Policy

• Management of surplus lines tax filing inquiries, assist the Divisional Tax Team with collection of required state forms and escalations.

• Process Audit for taxes within management system

• Provide closed even audits to agency partners.

• Carrier reconciliation: Processing system corrections (commission, market provider, etc.),

• Direct bill invoicing within management system

• Processing of AOR/BOR requests as required.

• Renewal solicit management.

• Reconcile binding subjectivities and requirements.

• Other Duties as assigned.

WHAT YOU WILL NEED:

• Minimum Education required; HS diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

• Proficient with MS Office

• Exceptional telephone demeanor

• 1-3 years’ experience in a similar administrative support position

Preferred:

• CA P&C State Licensed

• Associate or bachelor’s degree in a business or financial related discipline

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.