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.