Underwriting Assistant

Purpose:

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.

Essential Duties/Functions:

• 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

Required 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.
• Occasional walking and standing, and lifting of up to 10 lbs.
• 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. Planned, in-office activities may be required on occasion (typically 2-4x per year).

You must live in the United States and be authorized to work in the United States without requirement of employment sponsorship/visa.