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.