Commercial Insurance Underwriting Assistant

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 Insurance Underwriting Assistant will specialize in assisting the Underwriting Department in the placement of all lines of coverage for community association business (condominiums, HOA’s, etc.).

This position is located both remotely and at the company headquarters in El Dorado Hills, 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 closely with 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 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.

Company Information:

Community Association Insurance Solutions (CAIS), home of MGAlive.com, is a Commercial Insurance Wholesaler and Program Administrator specializing in helping Homeowners' Associations (HOAs), Condominiums (Condos), Townhomes and Planned Unit Developments (PUDs). Since we started in 1999, CAIS has focused on providing insurance solutions for Community Associations. We developed MGAlive.com because we are experienced retailers, and we understand there’s a lack of product availability to meet the needs of community associations. We make things easy! CAIS is committed to simple and easy-to-use services via our website MGALive.com, enabling online quotes, binding and issuance for all our products. CAIS caters exclusively as a Managing General Agent (MGA) to community associations, and we’ve developed the products available on MGAlive.com. With MGAlive.com agents get quick access to quotes and can have policies bound and sent within minutes.

Learn more at https://www.caislive.com/about-us.

Benefits Offered:

• Corporate level benefits (80% paid medical, dental, vision and GAP medical) as well as Healthcare FSA, Dependent Care FSA, and 401K with match, and employer sponsored LTD, 1xSalary Life Insurance, and AD&D policy.

Company Culture:

• Relaxed office environment
• Coffee (Keurig and Nespresso machines) along with creamer provided to staff
• Lounge/ Kitchen and patio area for breaks and lunches
• Company events for the staff throughout the year
• Hybrid work environment

Job Type: Full-time

Pay: $18.00 - $21.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Are you ok working in a Hybrid Work Environment?
• Do you have at least one year of insurance underwriting experience?

Education:

• High school or equivalent (Required)

Work Location: Hybrid remote in El Dorado Hills, CA 95762