Underwriting Assistant

Job Summary

The Underwriting Assistant directly supports our Commercial P&C Underwriting team, by performing administrative and technical tasks that facilitate the evaluation, processing, and servicing of Excess & Surplus lines insurance policies. This role is essential in ensuring timely and accurate handling of submissions, endorsements, and policy documentation.

Duties and Responsibilities

• Submission Management : Receive, log, and organize incoming submissions from brokers and agents. Ensure all required documentation is complete.
• Tracking & Reporting : Input and maintain accurate data in various systems including SharePoint, Excel, and others as needed.
• Policy Processing : Assist in the preparation, issuance, and delivery of quotes, binders, policies, and endorsements.
• Communication : Communicate with brokers, agents, and internal departments to gather information, clarify details, and follow up on outstanding items.
• Document Management : Maintain organized files for underwriting records and correspondence.
• Compliance & Quality Control : Review documents for completeness and accuracy before finalizing. Ensure all underwriting files meet internal compliance standards and guidelines.
• Reporting: Generate Excel reports and summaries for underwriters and management as needed.
• Team Collaboration : Provide general administrative support to the underwriting team and contribute to other insurance department projects and assignments as needed.
• Performs other similar duties as assigned.

Qualifications

• Associate’s degree, or equivalent work experience.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Office Suite.
• Ability to manage multiple tasks and prioritize work effectively in a fast-paced environment, without sacrificing quality.
• Team player with commitment to excellent client service.

Preferred Skills and experience

• Ability to multitask and prioritize work effectively with strong attention to detail.
• Understanding of insurance regulations and underwriting guidelines.

Benefits

• Medical insurance
• Health savings account with company contribution
• Dental insurance
• Vision insurance
• Basic and voluntary life insurance
• Disability insurance
• 401(k) plan with company match
• Paid vacation and holidays
• Stock purchase program with employee discount
• Educational reimbursement
• Wellness programs and challenges
• Other supplemental benefits

The Company is an Equal Opportunity Employer.