Underwriting Assistant, Excess Casualty

Novacore•Conshohocken, PA
•Hybrid

About The Position

Sedona Risk Partners, one of Novacore's specialty insurance programs, is seeking an organized, detail-oriented, service-minded professional to support the full underwriting team across five specialty verticals: Transportation, Construction, Life Sciences, Energy, and National Accounts. The role supports efficient operations as the program grows and involves direct interaction with retail brokers, underwriters, and senior leadership. The Underwriting Assistant manages submission intake, broker communications, policy documentation, and rating support so underwriters can focus on risk selection and portfolio management. The position also provides administrative and operational support, maintains records, assists with document quality control, and contributes to process improvements.

Requirements

  • At least 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 ability to manage multiple priorities and deadlines simultaneously.
  • Excellent written and verbal communication skills and a professional, 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 using digital underwriting and workflow platforms.
  • Ability to work independently while collaborating effectively 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 Sedona's five verticals.
  • Log, organize, and upload submissions into underwriting platforms accurately and promptly.
  • Track submission status and confirm required documentation is complete before routing submissions to underwriters.
  • Maintain organized records of submissions, quotes, binders, policies, endorsements, and renewals.
  • Serve as the primary contact for retail brokers on operational and transactional matters.
  • Communicate with brokers about submission requirements, quote status, binder issuance, policy delivery, endorsement requests, and renewal timelines.
  • Follow up with brokers to obtain missing information, outstanding documents, and expiring binders.
  • Provide brokers with timely, professional, accurate, and service-oriented responses.
  • Assist underwriters with manual rating and loss rating verification, following approved rating methodologies.
  • Review and reconcile loss runs, exposure data, and rating worksheets to support underwriter analysis.
  • Identify discrepancies in submitted data or rating inputs and communicate findings to the appropriate underwriter.
  • Provide administrative and operational support to underwriters and senior leadership across all verticals.
  • Assist with preparation and quality control of quotes, binders, policy documents, and endorsements before delivery.
  • Track key deadlines, including binder expirations, policy issuance, and renewal dates.
  • Contribute to process improvement initiatives as Sedona develops its operational infrastructure.
  • Perform other duties as assigned in support of the underwriting team and firm-wide objectives.

Benefits

  • Competitive compensation and comprehensive benefits.
  • Year-round social and community events.
  • Ongoing mentorship and professional development.
  • Opportunities for upward mobility.
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