Underwriter Assistant
Core
Provide administrative, operational, and servicing support to underwriting teams by processing policy transactions, maintaining documentation, and coordinating workflow activities.
Role type
Administrative Underwriting Assistant
Builds
Insurance policies and account servicing workflows
Domain
Insurance / Specialty and Wholesale Insurance
Required skills
Policy transaction processing, documentation management, carrier guideline adherence, account servicing, data accuracy, workflow coordination, stakeholder communication, Microsoft Office Suite proficiency, multi-tasking
Preferred skills
Insurance industry experience, customer service background, underwriting support experience, associate degree
Responsibilities
Process policy transactions including quotes, endorsements, renewals, and cancellations; Review submissions and documentation for completeness and compliance; Assist with policy issuance and binding activities; Maintain organized underwriting files and records; Coordinate collection of required documentation; Communicate with agents, carriers, and clients regarding policy requests; Resolve discrepancies to ensure accurate policy records; Prioritize workloads to meet productivity and service standards.
Seniority
Entry-level to Junior, hands-on support