Underwriting Assistant
BITCO Insurance Companies
Underwriting Assistant
Old Republic Bitco is seeking an Underwriting Assistant to join our regional office located in Dallas TX. As a respected specialty insurer with 11 branch offices across 10 states, OR Bitco delivers tailored insurance solutions to complex industries such as construction, forest products, and oil and gas. This position is open to a hybrid work arrangement, blending flexibility with meaningful in person collaboration.
At OR Bitco, our work is guided by core values. We care deeply about our people, partners, and customers. We are committed to excellence and accountability. We deliver on our promises with integrity and precision, and we strive to make a meaningful impact in everything we do. These values drive our mission to protect the people and industries that keep America running.
Join the OR Bitco team and be part of a workplace built on collaboration, open communication, and a positive culture that supports growth and success. If you are passionate about operational excellence and ready to make a measurable impact within a growing, industry-leading organization, OR Bitco offers the platform and challenge you have been looking for.
Position Summary
Join our Underwriting team as a detail-oriented and dependable administrative professional who plays a vital role in keeping operations running smoothly. In this position, you'll provide essential clerical and organizational support to ensure accurate data management, timely processing of policy information, and seamless coordination across teams. If you thrive in a fast-paced environment, enjoy working with systems and data, and take pride in delivering excellent service to both internal and external stakeholders, this is an opportunity to grow your career while making a meaningful impact.
Primary Responsibilities:
- Handle departmental mail, including preparing, sorting and distributing mail in a timely and effective manner
- Order and maintain departmental supplies and materials
- Manually or electronically prepare and maintain lists or other records of data/information; including maintaining and uploading documents accordingly in the electronic underwriting document storage application
- Prepare and maintain policy renewal listings and distribute to Underwriting Operations team
- Set up customer files and assign customer numbers in the customer dashboard.
- Complete various tasks on both new and renewal policies including but not limited to, Experian reports, ordering and scoring Motor Vehicle Records, and completing commission exceptions forms
- Enter and update information in UPIS for both new and renewal business.
- Follow up on wage reports, sign and return forms and billing statements to obtain needed information
- Ensure accuracy of department information, files, reports, and records
- Prepare memos, letters, reports, documents, lists or other records
- Efficiently utilize software systems in entering, accessing or retrieving data/information in/from various systems
- Provide appropriate departmental services for the needs of internal customers
- Deliver excellent customer service to internal and external customers
- Respond timely to inquiries and reporting needs
- Work in a harmonious manner, accept supervision and directions, and interact in a cooperative manner with supervisors, co-workers, internal customers, and other company personnel
- Perform other duties as assigned
Qualifications:
- 2+ years of experience in a professional office setting
- Basic understanding and application of Microsoft Word and Excel
- Must have strong communication skills, both written and oral
- Strong attention to detail
- Time management skills, with ability to timely and accurately organize, prioritize, and complete responsibilities
- Must be dependable and able to maintain regular, predictable attendance
- Ability to work overtime as needed
Work Environment & Physical Requirements:
- Must be legally authorized to work in the United States
- Office environment; this position is eligible for a hybrid work schedule, as approved by manager
- Frequently sit at a desk or other work station for extended periods of time
- Occasionally lift and carry equipment and/or materials weighing up to 15 pounds
- Routinely bend, kneel, reach, see, be mobile and walk around
- Must be able to attend and perform job duties effectively both in-person and virtually, as required by manager
- Travel none to minimal
Benefits:
- Competitive salary paired with a comprehensive benefits package
- Generous paid time off, plus 12 paid holidays annually
- Comprehensive health coverage, including medical, dental, and vision plans
- Additional protection through accident, critical illness, and hospital indemnity insurance
- Company-paid life insurance equal to 2 annual salary
- Company-paid short-term and long-term disability coverage
- 401(k) Savings and Profit-Sharing Plan through Old Republic
- Ongoing education, training, and professional development opportunities
- Support for industry certifications and insurance designations, including financial assistance
- Flexible scheduling with a two-hour window for start and end times within a 7.5-hour workday
- Opportunities to give back through corporate philanthropy and community service initiatives
- Optional benefits including travel, commuter, and pet insurance
- Employee wellness support through a dedicated fitness program
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