Submissions Gatekeeper

INVO Underwriting

Location: Oak Ridge, TN

Department: Underwriting Operations

Employment Type: Full-Time

About INVO Underwriting:

INVO Underwriting is a wholesale insurance underwriting company dedicated to delivering responsive service, underwriting expertise, and creative solutions to our broker partners. We are looking for a highly organized and detail-oriented Submissions Gatekeeper to serve as the front door to our underwriting operation.

This role is ideal for someone who thrives in a fast-paced environment, enjoys organizing information, and understands the importance of helping underwriters focus on the best opportunities.

Position Summary

The Submissions Gatekeeper is responsible for reviewing, organizing, and routing incoming insurance submissions. This position ensures submissions meet minimum underwriting requirements, gathers missing information from brokers, maintains accurate records in agency management systems, and supports the underwriting team by prioritizing opportunities according to company guidelines.

The ideal candidate is proactive, customer-service oriented, technologically savvy, and capable of managing a high volume of submissions without sacrificing accuracy.

Key Responsibilities

• Review all incoming submissions for completeness and eligibility.
• Screen risks based on carrier and program appetite guidelines.
• Request missing documentation from brokers and agents.
• Accurately enter submissions into agency management and CRM systems.
• Assign submissions to appropriate underwriters based on class, territory, and workload.
• Monitor submission workflows and follow up on outstanding items.
• Maintain clean and organized electronic files.
• Track submission metrics, turnaround times, and production reports.
• Communicate professionally with retail agents, brokers, carriers, and internal staff.
• Escalate unusual or complex submissions to underwriting management.
• Assist in improving submission intake processes and operational efficiencies.

Qualifications

Required

• High school diploma or equivalent.
• Minimum 2 years of experience in insurance, underwriting support, account management, agency operations, or related administrative roles.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication abilities.
• Proficiency with Microsoft Office, including Outlook, Excel, and Word.
• Ability to prioritize multiple tasks in a deadline-driven environment.

Preferred

• Experience working for a wholesale broker, MGA, carrier, or underwriting company.
• Knowledge of commercial insurance products.
• Familiarity with agency management systems, CRM platforms, and document management software.
• Property & Casualty insurance license or willingness to obtain one.

Traits for Success

• Exceptional organizational skills
• Strong sense of urgency
• Ability to identify incomplete or poor-quality submissions
• Customer-service mindset
• Problem-solving ability
• Reliability and accountability
• Professional communication skills

What We Offer

• Competitive compensation
• Medical, dental, and vision benefits
• Paid time off and company holidays
• Professional development opportunities
• Collaborative team environment
• Career growth within underwriting operations and underwriting roles

How to Apply

Submit your resume and a brief cover letter explaining your insurance experience and why you would be a strong fit for the Submissions Gatekeeper role at INVO Underwriting.

INVO Underwriting is an equal opportunity employer and values diversity in the workplace.