Copy of Underwriting Assistant
About the role The Underwriting Assistant plays a critical role in supporting the underwriting process by delivering high-quality, efficient service to both internal and external clients. This position partners closely with Program Series Underwriters and brokers to ensure accurate and timely policy processing, while also serving as a mentor and subject matter expert within the team. What you'll do Collaborate with Underwriters to quote, bind, and issue policies and endorsements Maintain and strengthen relationships with brokers Prepare and review policy files and documentation for accuracy and completeness Request and verify Broker of Record letters and other underwriting documentation Ensure compliance with underwriting guidelines and standard operating procedures (SOPs) Prepare policies for issuance using the appropriate Policy Administration System (PAS) Lead or assist in PAS testing and review initiatives in collaboration with management Participate in special projects and additional responsibilities as assigned
Qualifications
Experience in the commercial insurance industry and regulatory environment. 2+ years minimum directly supporting commercial lines underwriters. Bachelor's degree; OR 4+ years of experience in insurance underwriting. Working knowledge of PDF, MS Word, Excel, and PowerPoint. Ability to travel up to 10% of the year. Experience in the commercial insurance industry and regulatory environment.
Preferred Qualifications
Knowledge of Project management software – like Monday.com Familiarity with Policy Administration software – Origami or Federato Knowledge, Skills, and Abilities: Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers. Must demonstrate self-motivation, dependability, as well as strong problem solving and analytical skills. Ability to manage multiple priorities and meet deadlines. Strong organizational and time management skills Ability to work independently and proactively Effective prioritization with minimal supervision Proficient multitasking and deadline management Excellent verbal, written, and interpersonal communication High attention to detail and accuracy Strong mathematical aptitude Exceptional customer service orientation Collaborative team player with a positive attitude Core Values: Builds and maintains strong professional relationships Communicates with clarity and impact Demonstrates accountability and drives results Invests in personal growth and supports team development Makes thoughtful, disciplined decisions Working Conditions: Requires a quiet work environment with regular sitting at a computer for extended periods of time. Regular use of hands and fingers. Frequent talking or hearing. Vision requirements: Close, distance, color, peripheral, focus and depth perception. Additional Information This is a remote position however, you must live in the United States and be authorized to work in the United States without requirement of employment sponsorship/visa. Apply To This Job