Underwriting Assistant/Account Executive Assistant

2 days left

Brown And Brown
Hollywood, Florida
Not Specified
Feb 22, 2024
Apr 21, 2024

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


Assists the Underwriter by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and groups for insurance by performing the following duties. Essential Duties and Functions: include the following. Other duties may be assigned.

· Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property.

· Work with Underwriter, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.

· Provide full assistance and support for the sales and production process.

· Secure payments on risks bound or written.

· Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.

· Review indications, quotes, binders, submissions and policies for completeness and high degree of accuracy.

· Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to the Team Leader.

· Task the ordering of inspections to the proper branch personnel. This duty requires the ability to identify the different types of policies and the common information to request the inspection company obtain at time of inspection.

· Careful review of inspections used to obtain underwriting information, quote rates, or adherence to company underwriting guidelines.

· Issuance and/or re-issuance of Certificates of Insurance.

· Work with the Underwriter to be sure the forms on the policies are the current edition dates used by each Company.

· Telephone assistance. This duty involves the ability to answer basic questions a Producer may have. If the question is too involved, refer the Producer to an Underwriter, who can help.


· Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.

· Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.

· Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.

· Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

· Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.

· Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.

· Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

· Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and in a timely manner. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.


· High School Diploma or General Education Degree (GED).

· Exceptional telephone demeanor

· Ability to maintain a high level of confidentiality.

· 1-2 years related experience


· Experience with policy issuance or excess and surplus lines underwriting agency or company a plus.

· FL 2-20 License, CIC designation a plus.

Physical Requirements Necessary on a Regular Basis:

· Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.

· Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.

· Vision sufficient for use of a computer monitor.

· Ability to sit at a desk 7-8 hours per day.

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

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

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