Job Description

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:

• Respond to internal inquiries related to service, underwriting guidelines, and general questions regarding insured policies.
• Cultivate and maintain positive relationships with agents and underwriters.
• Order Loss Runs as needed.
• Provide prompt responses to all email and voicemail correspondence.
• Process Notices of Cancellation, Reinstatements, and Non-Renewals.
• Retrieve policies, endorsements, audits, and other documents from carrier websites.
• Handle Policy Change Requests.
• Process Binders and Invoices accurately.
• Collaborate with underwriters to ensure all required information is obtained, applications are correctly completed, quotes and binders are confirmed in writing, policies are issued promptly and correctly, state filings (where applicable) are completed, and taxes are paid according to state laws.
• Order and review inspections, ensuring accurate identification of risks and exposures, and verification of information obtained from inspections against the policy details and underwriting guidelines.
• Follow up on outstanding subjectivities with agents and underwriters.
• Perform additional duties as assigned or required.

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