Commercial Underwriting Assistant - Remote for California Residents

Community Association Insurance Solutions, LLC is a nationally licensed Commercial Insurance Wholesaler and Program Administrator specializing in helping Homeowners’ Associations (HOA’s), Condominiums (Condos), Townhomes, and Planned Unit Developments (PUD’s) by offering various insurance solutions.

Job Description:

The position of Commercial Underwriting Assistant will assist the Underwriting Department in the placement of coverage for community associations.

This position is fully remote, with in-person Staff meetings held quarterly in/near Folsom, CA, and will be directly responsible for the following:

• Handle new submission processing including clearance, submission set up and quoting, review for missing or additional information needed, requests for additional information.
• Gather and document underwriting information.
• Quote accounts and prepare insurance proposals for retail agents or brokers.
• Review and process endorsements, bind requests, and other transactions according to established procedures with accuracy and efficiency.
• Adherence to both in-house processes and carrier underwriting guidelines.
• Issuance of policies and endorsements.
• Handle renewal book of business including gathering of renewal information, processing of renewals, and non-renewal requirements.
• Work with Underwriters, and agents or brokers to obtain missing application information, and other requests for information.
• Provide and maintain excellent customer service standards. Respond timely to questions from agents or brokers.
• Build and maintain rapport with the internal Underwriting Team, agents, brokers, and insurance carriers.
• Assist with Production Data clean-up and User Acceptance Testing (UAT) within Underwriting Department to support system and program changes.
• Serve as backup to underwrite in-house programs, as needed.

Education, Skills, and Experience:

• Minimum 1 year experience as a Commercial Insurance Underwriting Assistant, Commercial Account Manager, or other relevant Property & Casualty insurance industry experience.
• Property & Casualty insurance license preferred but not required.
• 4-year college degree preferred but not required.
• Knowledge of Commercial Lines products, coverage forms, underwriting rating rules, compliance, and regulatory issues.
• Ability to multi-task, effectively prioritize, and adapt quickly with minimal supervision.
• Excellent customer service skills and attention to detail.
• Strong team player with excellent listening, interpersonal, facilitation, written, oral and communication skills.
• Proven problem resolution and analytical skills.
  • Ability to identify and resolve problems independently according to established procedures.
  • Strong computer skills including proficiency in Microsoft Office software products. Ability to learn new and complex computer applications.
  • Experience with Salesforce and Atlassian suite of products preferred but not required.