Underwriting Assistant
About The Position
We are seeking a detail-oriented Underwriting Assistant to support a team of underwriters by preparing, processing, and maintaining insurance policy documentation. This role is responsible for premium calculations, policy issuance, data entry, billing preparation, and administrative support within a fast-paced insurance environment. The ideal candidate is highly organized, analytical, and comfortable working with large volumes of data while maintaining exceptional accuracy. This position is primarily paper-based and requires strong attention to detail, independent work habits, and the ability to navigate traditional processes and systems.
Requirements
- Strong data entry and administrative support experience.
- Excellent attention to detail and accuracy.
- Strong mathematical and analytical skills.
- Proficiency with Microsoft Excel and Microsoft Word.
- Ability to interpret information, follow detailed instructions, and solve problems independently.
- Strong organizational and time-management skills.
- Ability to work efficiently in a paper-intensive environment.
Nice To Haves
- Previous experience in insurance, underwriting support, policy administration, or financial services.
- Experience performing calculations, auditing documents, or processing contracts.
- Familiarity with insurance terminology and policy documentation.
Responsibilities
- Prepare, review, and issue new and renewal insurance policies based on underwriting guidelines and instructions.
- Assemble policy documents, endorsements, and billing packages with a high degree of accuracy.
- Process policy changes, renewals, endorsements, and other policy-related transactions.
- Organize, scan, and maintain paper files and insurance documentation.
- Support underwriters with administrative and policy servicing activities.
- Calculate insurance rates and premium amounts using established rating manuals and underwriting guidelines.
- Apply pricing modifications and endorsements as directed by underwriters.
- Analyze underwriting information to ensure accurate policy issuance and premium calculation.
- Assist with experience rating and collection of rating information needed for underwriting decisions.
- Enter and maintain policy, billing, and customer information within internal systems.
- Complete premium coding and accounting-related records for processed transactions.
- Review documents and worksheets for accuracy and completeness.
- Participate in quality-control reviews and verify the accuracy of work completed by peers.
- Identify and resolve discrepancies through research and collaboration with internal teams.
- Partner closely with underwriters, accounting, claims, marketing, and other business units to ensure smooth policy processing.
- Communicate with brokers, business partners, and company representatives to gather required information.
- Assist with monitoring policy issuance timelines and endorsement processing.
- Follow up on outstanding items to ensure timely completion of underwriting tasks.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
