Underwriting Assistant

ProSelect Insurance Company•Boston, MA

23d

About The Position

The Underwriting Assistant supports the underwriting team through data entry, submission processing, customer service, assigned projects, and administrative support. The role maintains underwriting files and records, helps ensure documentation is accurate and appropriately approved, and supports compliance with company policies. The assistant also coordinates with other departments and external parties and prepares routine correspondence and reports.

Requirements

High school diploma or equivalent.
Proficiency with Microsoft Office programs.
Ability to learn new software applications as required.
Ability to become proficient in using and understanding the company’s core underwriting operating system.
Ability to work well on teams and communicate with all levels of the organization.
Excellent written and verbal communication skills, including the ability to write professional correspondence.
Strong attention to detail and analytical skills.

Nice To Haves

Some higher-level education.

Responsibilities

Accurately enter and maintain policy information in the underwriting system, verifying it against established guidelines and underwriting criteria.
Access external databases to obtain required information and liaise with IT to validate data from external parties.
Maintain underwriting files and retrieve documents for underwriters, claims personnel, auditors, and others as needed.
Review insurance applications, submissions, and policy documents for completeness and accuracy; identify discrepancies or missing information and report them to the appropriate individuals.
Issue policies and endorsements as directed by underwriters and ensure documents are accurate and appropriately approved.
Prepare routine correspondence, including policy confirmations, renewals, notices, non-renewal notices, and endorsement letters, while following company communication guidelines.
Provide general administrative support to the underwriting team and create loss runs and other applicable reports.
Act as a liaison between Underwriting and other departments; work with the Product & Services team on regulatory mailings and represent Underwriting in assigned operational meetings.
Fulfill regulatory requests and data calls, and remit information to tax, legal, product, and state reporting.
Help maintain accurate, up-to-date records and support compliance with company policies.