Underwriting Assistant

Gray & Company, Inc.•Metairie, LA

11d

About The Position

Gray Specialty / Custom Risk is Gray Insurance Company's excess workers' compensation program, serving organizations that self-insure their workers' compensation and seek protection against large or catastrophic claims. The program is tailored to each client's retention and risk profile. The Underwriting Assistant joins a small, close-knit team that values relationships with brokers and clients and collaboration among colleagues. The role supports underwriting workflows and broker and client relationships, and may be performed from the Metairie office or remotely. No travel is required.

Requirements

Positive, approachable, and able to build trust with coworkers and brokers.
Willingness to learn, ask questions, accept coaching, and grow.
Self-starter who takes initiative.
Dependable and organized, with attention to details and deadlines.
Clear written and verbal communication skills.
Comfort with numbers and basic financial information.
Proficiency with Microsoft Office, especially Excel and Outlook.
Ability to manage time independently and stay connected with the team while working in the Metairie office or remotely.

Nice To Haves

Experience in insurance, especially workers' compensation, underwriting support, claims, or broker/agency work.
Bachelor's degree or equivalent work experience.
Progress toward an industry designation such as INS, AU, or CPCU.

Responsibilities

Receive, organize, and review new and renewal submissions, including loss runs, payroll, and operations information.
Follow up with brokers to obtain missing information.
Help prepare quotes, binders, and policy documents, and verify that terms, retentions, and limits match the underwriter's approval.
Respond promptly and professionally to broker and client requests by phone and email.
Track renewal dates, subjectivities, and open items.
Maintain accurate account files and notes in the operating system.
Work closely with other departments.
Suggest improvements to processes.