Underwriting Assistant

Acrisure•Melbourne, FL

1d•Onsite

About The Position

The Underwriting Assistant supports the underwriting process from initial submission through post-bind servicing. The role monitors intake platforms, evaluates account submissions for viability, prepares underwriting files, coordinates loss control assessments, assists with pricing and quoting, submits accounts to markets, prepares binding packages, and provides ongoing account servicing support. This position requires an on-site presence to support collaboration, team leadership, and cross-functional partnership. The position requires a high school diploma or equivalent. Acrisure offers a comprehensive suite of benefits, which may vary by subsidiary entity and geographic location, and eligibility and waiting periods may apply.

Requirements

High school diploma or equivalent.
Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Responsibilities

Monitor Zendesk, Surefyre, and other intake platforms for new account submissions.
Review submissions for viability and route viable accounts to the RedZone folder.
Prepare complete underwriting files, including running CAB and carrier software reports and reviewing publicly available information.
Request and track missing initial submission information from agencies; notify the underwriter when an account file is complete.
Submit loss control requests through Monday.com, track assessment completion, and notify the underwriter when completed.
Prepare pricing raters for viable opportunities, use InsCipher to apply surplus lines taxes, and enter account and exposure data into Expert Insured, Federato, and other relevant systems to support quoting and binding.
Prepare and submit APD and MTC submissions to London markets and Fidelis; monitor responses and notify the underwriter of quotes or additional-information requests.
Prepare binding documentation, including ordering MVRs, creating reviewed driver sheets for loss control, ordering personal and business risk assessments through ClearTrac, and running state articles and entity documentation.
Review binding documents for completeness and accuracy; submit completed bind packages to the Rise Underwriter for final review before sending bind requests to the WTU support team.
Complete post-binding financial raters.
Follow up on outstanding collateral agreements, collateral receipts, missing MVRs, and driver exclusions.
Provide account servicing support for added driver requests, audit questions and disputes, and cancellation and policy change requests submitted to the WTU support team.