Commercial Lines Insurance Underwriting Assistant

Blue Shark Solutions Inc Colorado Springs, CO 2019-07-11


Job Title: Commercial Lines Insurance Underwriter (

Reports to: Team Leader - Lori Hendrix 

Purpose: Assistant for Property Underwriting Process assisting senior underwriters with rating, quote and binding property with contract carriers. Will provide detailed technical and administrative support to team members as directed.


  • Answer phones to assist underwriting with agent inquiries, freeing underwriter to handle the files, quotes, and brokering
  • Review applications for completeness and accuracy
  • Assure that electronic files are maintained per company guidelines (naming, savings, separating, sorting)
  • Review policies upon receipt for delivery to underwriter or as directed within timeline established
  • Prepare accurate quotes as requested by underwriter(s) for delivery to agents
  • Timely delivery to agents or underwriters of tasks assigned
  • Prepare binding documentation, separate, sort and save accurately 
  • Return all subjectives to carrier underwriters with our bind requests on brokered business
  • Review policy endorsements, audits or cancellations as directed by underwriter(s) or manager
  • Prepare premium finance contracts for delivery to agents with proposals and payment terms
  • Rate risks in carriers as directed by Underwriting Team Members
  • Document underwriting records
  • Assure accurate preparation of binders and billings
  • Set up all policy issuance in accordance with company contracts
  • Process change requests during policy term
  • Other support tasks as may directed

Job skills: 

  • 2+ years’ experience preferred (INSURANCE EXPERIENCE A PLUS!)
  • Ability to multi-task in past paced work environment
  • Good organization and time management
  • Detail oriented
  • Excellent phone demeanor for internal and external clients
  • Strong verbal and written communication skills in English (Multi-cultural sensitivity important)
  • Acceptable accurate keyboard skills (60 WPM)- OR FASTER! 🔥
  • Knowledge and skillful utilization of Microsoft Word, Excel and other programs as needed to execute assigned tasks

Also required:

  • Reliable transportation
  • Punctual attendance (office hours below)
  • Team player
  • Ability to sit for long periods of time

Compensation: Paid Bi-Monthly

Hours: 8am-5pm

Holidays: Per Employee Handbook of Burlingame Insurance Agency

Benefits: We are proud to offer affordable health, dental, life, and vision insurance options after the provisional 90 days.

Check us out at

Note: You MUST apply online for full consideration. 

***Please note: Martin Burlingame Insurance Agency is  composed of two separate business units: Commercial Insurance Group (wholesale) and Strategic Insurance (retail). We are seeking applicants with experience in insurance rather than banking/mortgage underwriting. 



Apply This Job