Underwriting Assistant - Orange, CA

Brown & Brown, Inc  |  Orange, CA  |  Administration / Clerical, Underwriting
 
 

CITA is currently seeking a motivated Assistant to join our Underwriting department in Orange, CA. We are an insurance broker and agency, in the commercial property and casualty business, specializing in customized insurance programs. A primary area of CITA’s focus is professional liability insurance, where we have had a national presence as an industry leader for over 30 years. 

 

This is an excellent opportunity to advance your career today! Our Company pays for insurance licensing and related continuing education credits for our employees.

 

Responsibilities:

  • Receive and direct all incoming correspondence (physical or electronic) and sorts/distributes, handles in a timely and efficient manner.
  • Enter data into management, tracking and underwriting systems, and update accordingly based on workflows and processes established.
  • Input and update carrier systems or reports as necessary based on workflows and processes.
  • Distribute notifications to applicants and insureds, in the form of applications, notices or otherwise important information.
  • Conduct follow ups when necessary or required, and/or in accordance with workflow and procedural rules set forth.
  • Perform clerical duties related to policy, endorsement, certificate, binder and cancellation issuance.
  • Obtain loss runs, MVR’s, loss policy releases and other pertinent information as required.
  • Communicate both verbally and in writing within defined parameters with prospects, applicants, insured’s, carriers and brokers as necessary from a service perspective.
  • Develop and maintain broker files and agent licenses for staff.
  • Perform other duties as assigned.



Required Competencies:

  • 2-year college degree or equivalent job experience
  • Must have a Property & Casualty Insurance license or obtain one within 6 months of hire
  • Previous clerical experience
  • Data Entry skills, sitting for long periods of time transfer data to proprietary software
  • Must have computer experience including Microsoft Office programs
  • Professional phone etiquette
  • Organized and detail oriented with ability to work quickly and efficiently
  • Must have a Property & Casualty Insurance license or obtain one within 6 months of hire
  • Ability to evaluate problems and recommend solutions in basic workflows

 

We offer full-time teammates a benefit package that include 401k plan, employee stock purchase plan, medical, dental, vision and other voluntary products. The Company pays for insurance licensing and related continuing education credits for it's teammates.​

 

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