Assistant Underwriter

SageSure•Tampa, FL

4d•Hybrid

About The Position

SageSure is seeking an Assistant Underwriter to support underwriting work at its catastrophe-exposed property insurance company. The role performs data collection and file preparation, including preparing and ingesting statements of values for underwriting review and pricing. It also handles underwriting transactions within prescribed authority, analyzes risk data, manages inspections, supports agents and customers, and helps ensure policy compliance. The position is onsite at least three days per week in the Tampa, Florida office.

Requirements

High school diploma or equivalent.
Strong working knowledge of Excel and other company systems.
Ability to work in a team environment.
Strong organizational skills and attention to detail.
Ability to work independently on multiple tasks, prioritize effectively, and meet deadlines.
Knowledge of policy processing and documentation.
Knowledge of applicable insurance products and standard business policies, practices, and procedures.
General understanding of basic analytical and financial techniques.
Understanding of and adherence to state-specific underwriting statutes and applicable insurance laws and regulations.
Ability to work well with management and co-workers.
Strong verbal and written communication skills.

Nice To Haves

At least two years of Property-Casualty insurance experience with underwriting support experience.
Interest in continued education and professional development to obtain full underwriting authority.
Associate or bachelor’s degree.
Experience in Commercial Lines Excess & Surplus insurance.
Prior customer service experience.

Responsibilities

Support Underwriters with data collection and file preparation.
Preview and prepare statements of values (SOVs) and ingest them into the system for Underwriting review and pricing.
Contact brokers, agents, and customers to obtain missing information from applications, endorsements, and other written correspondence.
Underwrite endorsement, reinstatement, and cancellation transactions within prescribed authority levels.
Process underwriting endorsements within underwriting authority.
Analyze data such as year built, square footage, wind mitigation forms, loss runs, and appraisals, and prepare recommendations for Underwriters.
Order and manage inspection requests, ensure inspections are received and returned, and screen inspection results for issues that could affect risk acceptability or pricing.
Enter insurance requests within underwriting authority.
Take agent calls and answer and resolve service-related questions.
Conduct policy reviews to ensure compliance with underwriting rules, policies, practices, and procedures.
Work independently, exercise judgment in selecting and interpreting data, and prioritize work.
Update the underwriting system as needed.
Work with Compliance on responses to DOI complaints made by insureds.
Request underwriting and state-mandated requirements based on guidelines.
Perform other related duties and special projects as assigned or requested.