Underwriting Assistant

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