Associate Underwriter
About The Position
The Associate Underwriter assists with reviewing and evaluating insurance applications to ensure alignment with company policies and underwriting guidelines. The role works with underwriters and brokers or agents to obtain information and clarify application details, and reviews financial statements, property valuations, and loss histories to support risk assessment. It maintains underwriting documentation and compiles reports on risk evaluations, policy status, and portfolio performance. The position may underwrite new and renewal policy transactions within written authority, enter and audit policy information, and assist with reviews of premium and loss data for renewal, change, or mid-term underwriting. It also orders and reviews reports and service requests, researches and may respond to broker or agent questions, and provides information to Processing so policies and endorsements can be issued on time. Other duties may be assigned. The role works under close supervision and technical direction, handling routine assignments that may involve complex procedures. It requires procedural knowledge, working knowledge of coverage and policy forms, workflow and systems, foundational written and verbal skills, and work within established authority limits. Employees are expected to work on-site four days per week, with one remote day. Core office days are Tuesday through Thursday; the fourth in-office day is determined by business needs. The position is based in one of the company’s offices in Baton Rouge, Louisiana; Gainesville, Georgia; or Lakeland, Florida.
Requirements
- Associate degree in Business, Finance, or a related field, or equivalent experience.
- Working knowledge of coverage and forms, policy provisions for the assigned territory or unit, workflow, and systems.
- Foundational written and verbal skills.
- Ability to work within standard, established authority limits.
Responsibilities
- Assist in reviewing and evaluating applications for alignment with company policies and underwriting guidelines.
- Work with underwriters and brokers or agents to gather information and clarify application details.
- Review financial statements, property valuations, and loss histories to assist with risk assessment.
- Maintain underwriting files and ensure documents and approvals are properly filed.
- Compile reports on risk evaluations, policy statuses, and portfolio performance for underwriters and management.
- May underwrite new and renewal policy transactions within written authority.
- May enter policy information for an assigned product, territory, and/or agency in accordance with template rules.
- Proofread and audit policy information for an assigned product, territory, and/or agency.
- Assist with reviewing premium and loss data on individual accounts for renewal, change, or mid-term underwriting.
- Order and review required reports, endorsement requests, service requests, and general correspondence.
- Research and may respond to questions from brokers and agents.
- Provide Processing with information needed to issue policies and endorsements promptly; may issue, process, or code transactions.
- Perform other duties as assigned.
Benefits
- Medical, dental, and vision coverage for full-time employees.
- Wellness plans for full-time employees.
- Parental leave for full-time employees.
- Adoption assistance for full-time employees.
- Tuition reimbursement for full-time employees.
- Paid time off for full-time and eligible part-time employees.
- Paid holidays for full-time and eligible part-time employees.
- 401(k) plan with company match for full-time and eligible part-time employees.
- Employee stock purchase plan for full-time and eligible part-time employees.
- Commuter benefits for full-time and eligible part-time employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
