Underwriting Assistant
Underwriting AssistantBITCO Corporation, a leading provider of specialized insurance solutions is seeking an Underwriting Assistant for our branch office located in Dallas, TX. With a strong national presence and 11 branch offices in 10 states, BITCO delivers tailored insurance services to specialized industries including construction, forest products and oil & gas.
This position is eligible for a hybrid work arrangement with required business travel to BITCO office locations and customer offices.
Position Summary:
Join our Underwriting team as a detail-oriented and dependable administrative professional who plays a vital role in keeping operations running smoothly. In this position, you'll provide essential clerical and organizational support to ensure accurate data management, timely processing of policy information, and seamless coordination across teams. If you thrive in a fast-paced environment, enjoy working with systems and data, and take pride in delivering excellent service to both internal and external stakeholders, this is an opportunity to grow your career while making a meaningful impact.
Primary Responsibilities:
Handle departmental mail, including preparing, sorting and distributing mail in a timely and effective manner
Order and maintain departmental supplies and materials
Manually or electronically prepare and maintain lists or other records of data/information; including maintaining and uploading documents accordingly in the electronic underwriting document storage application
Prepare and maintain policy renewal listings and distribute to Underwriting Operations team
Set up customer files and assign customer numbers in the customer dashboard.
Complete various tasks on both new and renewal policies including but not limited to, Experian reports, ordering and scoring Motor Vehicle Records, and completing commission exceptions forms
Enter and update information in UPIS for both new and renewal business.
Follow up on wage reports, sign and return forms and billing statements to obtain needed information
Ensure accuracy of department information, files, reports, and records
Prepare memos, letters, reports, documents, lists or other records
Efficiently utilize software systems in entering, accessing or retrieving data/information in/from various systems
Provide appropriate departmental services for the needs of internal customers
Deliver excellent customer service to internal and external customers
Respond timely to inquiries and reporting needs
Work in a harmonious manner, accept supervision and directions, and interact in a cooperative manner with supervisors, co-workers, internal customers, and other company personnel
Perform other duties as assigned
Qualifications:
2+ years of experience in a professional office setting
Basic understanding and application of Microsoft Word and Excel
Must have strong communication skills, both written and oral
Strong attention to detail
Time management skills, with ability to timely and accurately organize, prioritize, and complete responsibilities
Must be dependable and able to maintain regular, predictable attendance
Ability to work overtime as needed
Work Environment & Physical Requirements:
Must be legally authorized to work in the United States
Office environment; this position is eligible for a hybrid work schedule, as approved by manager
Frequently sit at a desk or other work station for extended periods of time
Occasionally lift and carry equipment and/or materials weighing up to 15 pounds
Routinely bend, kneel, reach, see, be mobile and walk around
Must be able to attend and perform job duties effectively both in-person and virtually, as required by manager
Travel none to minimal
Benefits:
Competitive salary and benefits.
Paid time off and 12 paid holidays a year.
Health, dental, and vision insurance.
Company paid life insurance 2x annual earnings.
Old Republic 401(k) Savings and Profit Sharing Plan.
Education and training opportunities.
Insurance designations encouraged with financial assistance available.
Daily two-hour flexible start and end time for 7.5-hour workday.
Employee Fitness Program.