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Brown & Brown Insurance

via Workday

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Personal Lines Underwriting Assistant

New Hyde Park, New York
Full-time
Posted 12/6/2025
Direct Apply
Key Skills:
Document review
Customer service
Data entry
Microsoft Office
Communication skills

Compensation

Salary Range

$50K - 60K a year

Responsibilities

Support underwriters by reviewing insurance applications and documents, coordinating with internal and external parties, and ensuring accurate policy issuance.

Requirements

High school diploma, 1-2 years similar experience, proficiency in MS Office, and working towards or holding a P&C license.

Full Description

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 $24.04 - $28.84 Hourly 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”. At Bridge Specialty Group, our unwavering commitment to unity, diversity, and individual growth sets the stage for a workplace like no other. We believe in the power of One Team, where collaboration fuels unlimited possibilities. As One Team, we are anchored in the ‘Power of Be’, a core set of behaviors, skills, and characteristics we value most. It is part of our cultural DNA, influencing how we get stuff done every day and how we accomplish our goals, creating a link between what we do and how we do it. We are more than a global insurance wholesaler; we are a collective force of over 2,000+ teammates across 50+ locations throughout the United States and Europe. With 25+ specialized brands and access to 200+ carriers, we seamlessly connect the diverse needs of our retail partners in property, casualty, environmental, professional, workers' compensation, and personal lines. Together, we build trust, exceeding expectations. Our $5 billion+ premium book is a testament to our collaborative partnerships. Here, your uniqueness is celebrated, you are rewarded for your contributions, and we invest in your professional growth, offering tools, resources, and mentorship to support your career goals. You will be proud to be a part of a team that defines excellence and pushes the boundaries of what is possible. 'One Team, Unlimited Possibilities' is not just a slogan – it's the core of who we are. And the exciting part? We're always on the lookout for talented teammates like yourself. If you don't see an opening today, click on Introduce Yourself at the top of the page. Share your aspirations and attach your resume. We look forward to getting to know you! If you are an existing Bridge Specialty Group teammate, please click here to apply to a job on our internal career site.

This job posting was last updated on 12/8/2025

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