Personal Lines Underwriting Assistant

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

Morstan General Agency seeks a Personal Lines Underwriting Assistant to join our team.

The P&C Underwriter Assistant supports the Binding Authority Underwriters by reviewing applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and/or groups for insurance.

How You Will Contribute

• 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.
• Reviews company records to determine amount of insurance in force on a single risk or group of closely related risks, and evaluates possibility of losses due to catastrophe or excessive insurance.
• Work with Binding Authority Underwriters when underwriting new and renewal risks, ensuring that all required information is obtained, proper applications are complete, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings where applicable are made, and taxes are paid according to appropriate state laws.
• Issue and/or re-issue certificates of insurance.
• Frequently coordinate and correspond with other internal and external departments via phone, mail and email to respond to questions, investigate and resolve issues, and follow up on outstanding items.
• Assist in the training of other personnel as directed, not limited to instructing and training processors and assistants, review indications, quotes, binders, submissions, and policies for completeness and accuracy.
• Ensure all correspondence and requests are documents and attached to the appropriate file in the appropriate system(s).

Licenses and Certifications:

• Working towards or holds valid P&C license.

Skills & Experience to Be Successful

• Minimum education required High School Diploma or GED.
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 1 - 2 years experience in a similar position

• Associate's or Bachelor's degree in an insurance or accounting related discipline. (preferred)

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".