XS Underwriting Assistant (West Coast)

Ledgebrook

5d•Remote

About The Position

As a member of the Ledgebrook Underwriting Support team, you will regularly interact with Ledgebrook’s underwriters and wholesale trading partners over the phone, virtually, or in-person to facilitate various transactions independently or with limited guidance. We are looking for candidates with a strong overall E&S support background across various lines of business, including a curiosity to gain a deeper knowledge of our business. We currently operate in a fully remote work environment, so we’re more focused on your experience and cultural fit than where you physically sit!

Requirements

Prior general/technical E&S underwriting support experience across various lines of business and coverages.
Experience in submission process management, including review for completeness to handle or facilitate account clearance and set-up.
Understanding of basic underwriting data analysis to execute submission triage activities, i.e. review submission information in relation to underwriting appetite and guidelines to assist underwriting staff with eligibility determination and prioritization of opportunities.
Ability to obtain required information from brokers, organizing/maintaining file documentation and facilitating transactions with other underwriting support resources.
Strong organizational skills with the ability to balance multiple tasks/projects to focus on key.
Authorized to work in the United States without the need for current or future employer-sponsored work authorization.

Nice To Haves

Desire to be part of a forward-thinking finance team embracing AI and automation.
A passion for delivering world-class customer service to our internal and external customers.
Intellectual curiosity and a strong desire for innovation, rather than following the status quo.
A hunger for continuous learning and opportunities to grow.
Agile prioritization skills coupled with a keen sense of urgency.
A strong drive and desire to win together as a high-performing team.
A moral compass to "do the right thing, period."
An eagerness to actively participate and connect with the whole team, across remote locations.
An honest, transparent communication style.
A proactive, solution-oriented mindset.

Responsibilities

Facilitate various transactions independently or with limited guidance.
Interact with Ledgebrook’s underwriters and wholesale trading partners over the phone, virtually, or in-person.
Manage submission process, including review for completeness to handle or facilitate account clearance and set-up.
Execute submission triage activities, including reviewing submission information in relation to underwriting appetite and guidelines to assist underwriting staff with eligibility determination and prioritization of opportunities.
Obtain required information from brokers.
Organize and maintain file documentation.
Facilitate transactions with other underwriting support resources.