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.