Underwriting Assistant

Ck Specialty Insurance Associates, Inc • Vancouver, WA

19h

About The Position

We’re looking for a detail-oriented professional to join our team as an Underwriting Assistant with light marketing support responsibilities. This role focuses primarily on supporting underwriting operations while assisting with select outreach and data-support activities that help drive business development behind the scenes.
The ideal candidate enjoys working with data, maintaining accurate records, supporting underwriters, and assisting with tools like Levitate for relationship management. Marketing involvement is supportive in nature only and may include data mining, contact list maintenance, and occasional introductory outreach or cold calls under direction. This position does not require travel and does not assume ownership of marketing strategy or execution, but instead provides operational support to ensure workflows remain organized, efficient, and responsive.

Requirements

• Proficient in computer applications and documentation management
• Strong verbal and written communication skills
• Excellent organizational and time-management abilities
• Analytical and critical thinking skills with strong attention to detail
• Ability to learn quickly and adapt to a fast-paced environment
• Positive attitude and commitment to continuous growth and professional development
• Able to withstand high stress environments for long periods of time
• Very approachable and personable

Responsibilities

• Proactively identify and pursue new business opportunities to expand our customer base.
• Present targeted product lines to agencies and develop sales strategies to increase adoption.
• Develop and distribute engaging marketing materials, targeted campaigns, and travel to retail agencies to understand their needs.
• Create connections with coded producers, tailoring support to their experience and goals.
• Track agency interactions, monitor campaign performance, and provide reporting on growth opportunities.
• Provide feedback and contribute ideas for improving product sheets, marketing materials, and training resources.
• Collaborate closely with the Underwriting team to ensure timely, accurate, and complete submission of documentation.
• Review incoming submissions for completeness and proactively resolve gaps before underwriter review.
• Input and update data within quoting systems and underwriting platforms to support efficient turnaround times.
• Serve as a liaison between brokers, clients, and underwriters to obtain missing details and clarify requirements.
• Maintain organized, up-to-date digital files and records to ensure compliance and accessibility.
• Track submission and quote progress, providing regular status updates to the Underwriting team and management.
• Assist in underwriting review of files, preparing quotes, and submitting to underwriters for approval.
• Support process improvements and workflow efficiencies to enhance productivity.
• Manage renewal lists, including renewal evaluation, shopping, quoting and follow up

Benefits

• 401(k) retirement plan
• Health, dental, and vision insurance
• Generous Paid Time Off, Vacation, and Sick leave
• Tuition reimbursement
• Disability insurance
• Remote work flexibility
• Exposure to a dynamic and fast-growing company, offering long-term financial independence and career flexibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed