Job Description
The Underwriting Assistant is responsible for assisting the Underwriter in executing growth and profit initiatives by collecting and documenting information and providing exemplary administrative support.
Breckenridge Insurance, an Accretive company, offers ready-access to a team of collaborative experts that solve problems for independent agents and brokers nationally. We are equally committed to our global carrier partners and sound underwriting practices to deliver competitive, smart coverage solutions. Our team is extremely specialized, passionate and highly invested in each one of our partnerships with insurance agents, brokers and carriers. If you’re interested in a refreshing, bureaucracy-free environment where we celebrate and recognize diverse employees, look no further. For more information on Breckenridge, visit our website
What You'll Do - Assist Underwriter with the day to day technical and daily management of accounts including administrative responsibilities, renewals and client requests
- Prepare new and renewal account information and document automated systems in order for the Underwriter to make a sound underwriting decision
- Enter submissions into selected carrier system(s) based on underwriting guidelines
- Process new business, renewals, endorsements and cancellations including requests to bind coverage, requesting supporting documents from retail agent and/or carrier, preparing invoices, requesting inspections, and corresponding with retail agent and/or carrier as needed
- Review policies, endorsements, and other account activity for accuracy
- Processes affidavit filings as required and directed
- Understand and adhere to state tax requirements
- Maintain a good working knowledge of the insurance industry through continuing education, self-study, and seminar attendance
- Other duties and projects as assigned
What You'll Need - Associate’s degree in related field and two years of relevant experience, or equivalent combination of education and experience.
- Proficient in providing client service through electronic, telephone, and in-person interaction
- Problem solving skills; strong written and verbal communication skills
- Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
- Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software
What's in it For You? To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
- Competitive base salary.
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
- Pet benefits & discounts.
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.
Grow, with us Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.
Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
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