Underwriting Assistant - Service Representative

Position Overview:

At Coastal Brokers, we look for the best and brightest talent to join our team of professionals. We're united by the common purpose of delivering exceptional service to our clients.

Coastal Brokers Insurance Services, Inc.is a Pleasanton, CA based company. We are a top 50 CA surplus lines broker and are looking to continue growing our team in Pleasanton, CA. With over 40 years of operating experience, Coastal has become a trusted name for agents and carriers alike.

Reasons you should consider a career with Coastal Brokers:

• Culture: Our Core Values are embedded into our culture of how we treat our employees as a valued partner-with integrity, passion and enthusiasm.
• Career development: We offer robust internships and internal training programs for advancement within our organization.
• Benefits: Not only do our benefits include up to 2 weeks paid time off in your first year, plus 10 paid holidays, but they also include Medical, Dental, Vision, Life Insurance, Short- and Long-Term Disability, 401K, and EAP.
• Work Environment: We believe in providing an environment where employees enjoy coming to work every day, are provided with the resources needed to perform their job and staff are assigned manageable workloads.

Position Overview:

The role of Underwriting Assistant is targeted to candidates with 1-2 years of insurance experience who are looking for a long-term, career-development position within the insurance space. The role will involve working directly with senior underwriters to analyze and quote news risks as well as managing our existing renewal business.

Essential Duties and Responsibilities:

• Review new business applications and contact brokers/agents for missing information to support new business growth.
• Respond to requests from existing brokers or potential clients for new business, renewals, and endorsements to secure and enhance service.
• Analyze submissions, application forms, and past claims to assess risk.
• Prepare ratings for quotations with existing coverage and review new business quotations from brokers/agents.
• Follow up on outstanding requests, such as change requests, and assist underwriters.
• Manage service underwriting confirmations of coverage bound for renewals and new business.
• Utilize company underwriting criteria to evaluate risks for various lines of business.

 Requirements

• Ability to work independently
• Insurance experience is a plus
• Following carrier guidelines to rate/quote with in-house markets
• Perform additional duties as assigned or required.