Personal Lines - Underwriting Assistant, Wholesale Insurance

Posted 21 Hours Ago
Be an Early Applicant
Burbank, CA
Junior
Insurance
The Role
Assist in the underwriting process by managing correspondence, responding to inquiries from the brokerage team, and maintaining documentation. Provide customer support, manage renewals, and ensure compliance with company policies while developing professional relationships with clients and underwriters.
Summary Generated by Built In

About Specialty Program Group (SPG):

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About Monarch E & S:

Monarch E&S, a division of SPG Insurance Solutions (Monarch) is a rapidly growing, and successful property and casualty insurance wholesaler and managing general agency based in Burbank, CA with branches in MA & FL. We sell exclusively to retail agencies across the country with a focus on Personal lines risks (High Value & Mid Market) as well as small to mid-market E&S commercial.

About the Position:

The ideal candidate for this position will possess excellent customer service skills and serve as a technical resource to a large and growing binding and brokerage team.  Successful applicants will work with the in-house underwriter to request and review underwriting information for processing of endorsements, preparation of quotes and processing bind orders.

Essential Duties and Responsibilities:

  • Provide and/or assist with audits, binders/invoicing, and endorsements through managing all company correspondence in a timely manner.

  • Respond promptly to all requests from brokerage team, underwriters, retailers, or managers regarding account servicing issues.

  • Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.

  • Follow departmental procedures with accuracy, efficiency, and meeting compliance standards.

  • Act as liaison between clients and the underwriter to manage all account documentation.

  • Initiate cancellation and non-renewal notices according to statutory and contractual requirements.

  • Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.

  • Maintain current knowledge of the insurance industry through attendance of virtual workshops, seminars, literature reviews and/or formal continuing education.

  • Inspections ordering.

  • Order renewals in company portal.

  • Other duties as assigned.

  • Interest or knowledge with Personal lines homeowner property book support.

Qualifications:

  • One year of wholesale insurance experience

  • State specific Insurance License

  • High School graduate required; College courses preferred.

  • Must have experience and knowledge of Personal Lines E&S products

  • Previous work experience in the fields of insurance underwriting, customer service, with a successful track record

  • Positive attitude and enjoys helping others through frequent phone and email communication.

  • Excellent written and verbal communication skills

  • Ability to work well under pressure to meet tight deadlines in a fast-paced environment.

  • High level of adaptability to meet the needs of various situations.

  • Strong organization skills, with a high level of detail orientation.

  • Proficiency in Microsoft Word and Excel and various rating portals.

  • Technical Assistant experience or three years of general insurance experience

Preferred Qualifications:

  • 5 years’ experience with property and casualty lines of business.

Work Location:

  • This work location can be hybrid or remote.

  • Preferred working hours to support Pacific Standard Time zone.

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $23- $26 an hour and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions for some positions.

#SPG

Department Underwriting

Required Experience: 1-2 years of relevant experienceRequired Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The Company
HQ: Chicago, IL
10,055 Employees
On-site Workplace
Year Founded: 1998

What We Do

Hi, we’re HUB.

We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy.

So you’re ready for tomorrow.


About Hub International
Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

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