Underwriting Assistant SCE
About The Position
The Underwriting Assistant supports Underwriters within the Service Center of Excellence through account management, policy processing, and policy issuance. The role provides customer service while ensuring Workers' Compensation and Commercial Lines policies are processed accurately, efficiently, and in accordance with company guidelines. The position processes new business, renewals, endorsements, cancellations, and reinstatements; maintains electronic files; reviews and enters policy information; issues policies and related documents; and assists with gathering and validating information for underwriting decisions. It serves as a first point of contact for customer inquiries throughout the account life cycle and supports agents and insureds by phone, email, fax, and mail. The role also provides administrative support to Underwriting staff, orders loss runs, prepares and mails claims kits and marketing materials, coordinates follow-up on outstanding underwriting requirements, and collaborates with Business Development Underwriters, Premium Audit, Billing, Claims, and Risk Management teams. This is a nonsupervisory position in an office environment.
Requirements
- High school diploma or GED.
- At least 1 year of experience in underwriting support, insurance operations, an agency, brokerage, or carrier.
- Strong verbal communication skills, attention to detail, and motivation to deliver for customers.
- Strong organizational skills.
- Ability to work independently and as part of a team.
- Adaptability and willingness to learn new processes and tools.
- Knowledge of insurance policy processing and issuance workflows.
- Understanding of Commercial Lines and/or Workers' Compensation insurance products.
- Proficiency with underwriting and policy administration systems.
Nice To Haves
- Two or more years of insurance industry experience.
- Experience supporting Commercial Lines and/or Workers' Compensation business, including exposure to Property, General Liability, Commercial Auto, and Workers' Compensation coverages.
- Associate in Insurance (AINS), Associate in Underwriting (AU), or another relevant insurance designation.
Responsibilities
- Support Underwriters through account management and policy processing activities.
- Process new business, renewals, endorsements, cancellations, and reinstatements in accordance with company guidelines.
- Maintain organized electronic files and policy documentation.
- Review and enter policy information into underwriting systems to ensure accuracy and completeness.
- Issue policies, endorsements, and related documents in accordance with company procedures.
- Assist with gathering and validating information needed for underwriting decisions.
- Provide customer service and serve as the first point of contact for customer inquiries during the account life cycle.
- Handle correspondence requesting additional account information and assist producers by email and phone.
- Provide administrative support to Underwriting staff, including handling agent and insured phone calls, faxes, and mail.
- Order loss runs requested by agents and insureds and send them by fax, email, or mail.
- Prepare and mail requested claims kits and marketing materials.
- Assist with policy issuance and document delivery to agents and insureds.
- Coordinate follow-up on outstanding underwriting requirements and documentation.
- Partner with Business Development Underwriters, Premium Audit, Billing, Claims, and Risk Management teams.
- Communicate with agents and occasionally insureds to support policy servicing and build strong working relationships across departments.
Benefits
- Medical, dental, and vision plans.
- 401(k) retirement plan with company match.
- Bonus potential for all positions.
- Paid time off.
- Paid holidays.
- Support for continued learning.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
