Underwriting Assistant

Brown & Brown Insurance

. Receive and review brokerage policies from carriers and verify required information .

Posted 10/2/2026full-timePlano • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in policy processing, including issuance and documentation management, while maintaining high attention to detail and professionalism. Proficient in communication with Account Executives and familiarity with various computer systems for efficient information processing.

Highest-signal resume keywords

Policy ProcessingAttention To DetailCommunication SkillsOutlook ProficiencyPIPS Familiarity

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy IssuancePolicy Logs ManagementDocumentation HandlingMail TransmittalCertificate Issuance

Soft Skills

ProfessionalismOrganizational Skills

Tools & Technologies

OutlookPIPSWord Processing

Industry Keywords

Brokerage PoliciesRetail AgentsProducersAccount ExecutiveDepartment Manager

About the role

Key responsibilities & impact

Receive and review brokerage policies from carriers and verify required information
Prepare policies for delivery to retail agents by applying required stamps and correspondence
Independently handle policy issuance, policy logs, and responsibility of policies to the company
Review binding policies in policy files and deliver them to agents
Assist with mail transmittal to companies or producers as required
Pull suspense as needed and keep them current and in good order
Issue and distribute certificates, forms, and other materials with guidance from the Account Executive or Account Executive Assistant
Communicate with producers on basic issues using form letters to secure required documentation
Refer matters to the Department Manager or Account Executive when additional counsel is required
Perform related duties such as filing, photocopying, imaging, and collating

Requirements

What you’ll need

2 years’ experience as a Processor or comparable position
Ability to learn multiple computer systems for processing information
Ability to maintain a high level of professionalism
Attention to detail
Communication with Account Executives and assistants
Familiarity with Outlook, PIPS, and Word Processing
Ability to handle policy processing accurately and efficiently

Benefits

Comp & perks

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
Paid Time Off
Holidays
Preferred Partner Discounts