Underwriting Assistant, Personal Lines
Core
Support the policy binding process, ensure accurate policy documentation, and provide service throughout the policy lifecycle for Personal Lines insurance.
Role type
entry-level underwriting assistant (personal lines)
Builds
policy documentation, quotes, and operational reports for retail brokerage firms
Domain
insurance (property & casualty)
Required skills
policy binding, policy administration, data entry, quote preparation, documentation review, compliance monitoring, report generation, workflow management
Preferred skills
insurance operations, underwriting support, account management, risk management
Technologies
Microsoft Office Suite (Outlook, Teams, Word, Excel)
Responsibilities
Support the binding process by ensuring policies are accurately documented, issued, and maintained; Enter and maintain information within underwriting and policy administration systems; Process endorsements, policy changes, cancellations, non-renewals, and renewal notifications; Serve as a key point of coordination between Underwriters and brokers; Maintain accurate and organized records of policy transactions and underwriting documentation
Seniority
Entry-level, recent graduate or early-career professional