Underwriting Assistant, Excess

NovacoreConshohocken, PA
Hybrid

About The Position

Underwriting Assistant, Excess Sedona Risk Partners, one of Novacore's 20+ specialty insurance programs, is seeking an organized, detail-oriented, and service-minded professional to join as Underwriting Assistant. This role supports the full Sedona underwriting team across all five specialty verticals and plays a critical part in keeping the operation running efficiently as the program grows. The Underwriting Assistant is the operational backbone of Sedona's underwriting function — managing submission intake, broker communications, policy documentation, and rating support so that underwriters can focus on risk selection and portfolio management. This is a highly visible role with direct interaction with retail brokers, underwriters, and senior leadership. Sedona is designed to address structural inefficiencies in the excess casualty market — including excess capital competing for underperforming risks, limited underwriting differentiation, and escalating social inflation and nuclear verdict exposure. Sedona deploys specialized underwriting expertise and data-driven risk selection to build resilient specialty portfolios across five verticals: Transportation, Construction, Life Sciences, Energy, and National Accounts. The firm emphasizes disciplined growth, efficient capital deployment, and long-term profitability for its insurance and reinsurance partners.

Requirements

  • Minimum of 3 years of experience supporting excess casualty business in an underwriting, operations, or related insurance role.
  • Familiarity with commercial lines insurance products, policy documents, and industry terminology.
  • Strong organizational skills and the ability to manage multiple priorities and deadlines simultaneously.
  • Excellent written and verbal communication skills, with a professional and service-oriented approach to broker interactions.
  • High attention to detail and accuracy in data entry, document management, and correspondence.
  • Proficiency with Microsoft Office Suite and comfort working within digital underwriting and workflow platforms.
  • Ability to work independently while maintaining strong collaboration with a team in a hybrid office environment.

Nice To Haves

  • Experience in excess and surplus lines, specialty insurance, or an MGA/MGU environment.
  • Experience with large-account commercial casualty or specialty insurance operations.
  • Experience with manual rating, loss rating, or actuarial support functions.
  • Familiarity with broker portal platforms and electronic submission systems.
  • Associate in Commercial Underwriting (AU), CPCU coursework, or other relevant insurance designations.

Responsibilities

  • Retrieve incoming submissions from broker portals, email, and other channels across all Sedona verticals (Transportation, Construction, Life Sciences, Energy, and National Accounts).
  • Log, organize, and upload submissions into Sedona's underwriting platforms accurately and in a timely manner.
  • Track submission status and ensure all required documentation is complete before routing to the underwriting team.
  • Maintain organized records of submissions, quotes, binders, policies, endorsements, and renewals within Sedona's systems.
  • Serve as the primary point of contact for retail brokers on operational and transactional matters, providing timely, professional, and accurate responses.
  • Communicate with brokers regarding submission requirements, quote status, binder issuance, policy delivery, endorsement requests, and renewal timelines.
  • Follow up proactively with brokers to obtain missing information, outstanding documents, and expiring binders.
  • Maintain a positive and responsive broker experience that reflects Sedona's commitment to service and professionalism.
  • Assist underwriters with manual rating and loss rating verification as required, ensuring accuracy and consistency with approved rating methodologies.
  • Review and reconcile loss runs, exposure data, and rating worksheets to support underwriter analysis.
  • Flag discrepancies in submitted data or rating inputs and communicate findings to the appropriate underwriter.
  • Provide broad administrative and operational support to Sedona's underwriters and senior leadership across all verticals.
  • Assist with the preparation and quality control of quotes, binders, policy documents, and endorsements prior to delivery.
  • Support the tracking of key deadlines including binder expirations, policy issuance, and renewal dates.
  • Contribute to process improvement initiatives as Sedona builds out its operational infrastructure.
  • Perform other duties as assigned in support of the underwriting team and firm-wide objectives.

Benefits

  • A collaborative, results-driven environment
  • Competitive compensation and comprehensive benefits
  • Year-round social and community events
  • Ongoing mentorship and professional development
  • Endless opportunities for upward mobility
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