04/25/2025
- This role will be responsible for providing administrative and underwriting support to the underwriting team within the E&O Division which includes LPL. Key Accountabilities/Deliverables: Processing policies: Pull binder, pull and edit each endorsement’s Word doc, convert to PDF, combine PDFs, verify policy before sending, file documentation electronically Processing endorsements: pull and edit each endorsement’s Word doc for monied and non-monied endorsements, create invoices [when necessary], process through USPI, send endorsement and invoice to broker; file documentation electronically Booking accounts: Confirm all binder information is accurate in Duckcreek and Prima before advancing the policy to the billing phase. [Must be comfortable navigating an Excel environment] Processing BORs: edit form letter for both the original and selected broker, send letters to the appropriate brokers, and update the records in USPI; file documentation...
Core Specialty
Dallas, TX, USA
Full Time