Underwriter Assistant

Appalachian Underwriters, Inc.•Burlington, NC

5d•Onsite

About The Position

Wholesure Inc., a division of Acrisure, is seeking an Underwriting Assistant to provide administrative, operational, and servicing support to underwriting teams. The role processes policy transactions, maintains underwriting documentation, coordinates workflow activities, and delivers customer service while working with underwriters, carrier partners, agents, and internal business partners. The position supports efficient insurance business management while ensuring accuracy, compliance, and adherence to agency and carrier guidelines. The Underwriting Assistant supports underwriting operations and existing accounts, maintains documentation, and contributes to a high-quality customer experience. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

Requirements

Strong attention to detail and commitment to accuracy.
Excellent written and verbal communication skills.
Strong organizational, analytical, and problem-solving abilities.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Ability to work independently and collaboratively within a team.
Customer-focused mindset and strong relationship-building skills.
Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
Ability to learn and apply carrier guidelines, underwriting procedures, and agency workflows.
High school diploma or GED required.

Nice To Haves

Associate degree preferred; equivalent work experience may be considered.
Previous insurance, customer service, administrative support, or underwriting support experience preferred.

Responsibilities

Process policy transactions, including quotes, endorsements, renewals, cancellations, audits, policy changes, and other servicing activities accurately and efficiently.
Review submissions, policy documentation, and supporting materials for completeness, accuracy, and compliance with carrier guidelines and agency procedures.
Assist underwriting staff with policy issuance, binding activities, and account servicing tasks.
Maintain accurate and organized underwriting files, records, and documentation within agency management systems.
Coordinate the collection and organization of required documentation for underwriting and servicing activities.
Communicate professionally with agents, carriers, clients, and internal business partners about policy servicing requests, outstanding requirements, and account inquiries.
Follow up on outstanding items and resolve discrepancies to ensure complete and accurate policy records.
Support operational workflows and departmental initiatives intended to improve efficiency, service quality, and business performance.
Build and maintain productive working relationships with underwriters, carrier partners, agents, and other stakeholders.
Prioritize workloads and manage multiple tasks while meeting productivity, quality, and service standards.
Provide timely, accurate, and professional customer communication.
Perform other duties and projects as assigned.