Underwriting Operations Assistant

Berkley•Minneapolis, MN

3d•$60,000 - $70,000

About The Position

The Underwriting Operations Assistant supports the new business underwriting process by preparing submissions, performing rating activities, validating data, and maintaining workflow accuracy. This entry-level developmental role helps ensure submissions are complete, accurately documented, and ready for underwriting review. The role also supports accurate and timely rating, booking, issuance, and policy or endorsement production, while coordinating with underwriting and related teams to complete transactions. The assistant builds knowledge of underwriting, insurance operations, company products, AI-enabled tools, and workflow systems through training and daily work.

Requirements

High school diploma or equivalent.
Ability to critically review AI-generated information, compare it with source documentation, and identify inaccuracies or unsupported conclusions.
Ability to follow detailed rating procedures and recognize when a situation requires escalation.
Strong attention to detail, organization, and time management skills.
Strong communication, critical thinking, and problem-solving abilities.
Comfort adapting to evolving technology, processes, and system functionality.

Nice To Haves

Insurance, administrative, data entry, customer service, or other detail-intensive experience.
Comfort working with technology, AI-enabled tools, rating platforms, and workflow systems.

Responsibilities

Review new business submissions for completeness, accuracy, and readiness for underwriting review.
Use AI-enabled tools and source documentation to validate submission information, rating inputs, supporting data, and AI-generated outputs; correct inaccuracies and document discrepancies, overrides, or feedback according to established procedures.
Enter and validate data based on underwriting instructions and established guidelines to support accurate and timely rating, booking, issuance, and policy or endorsement production.
Manage assigned workflows and maintain accurate files, documentation, and workflow records while meeting service, quality, and turnaround expectations.
Obtain information needed to complete transactions and respond to questions about policy status, billing, or transaction processing.
Communicate with Underwriting, Underwriting Services, IT, and billing staff to coordinate work, resolve questions, escalate exceptions, and support timely transaction completion.
Identify opportunities to improve rating accuracy, AI workflows, data quality, and submission readiness, and support process improvement and system application testing.
Build knowledge of underwriting, insurance operations, company products, AI-enabled tools, and workflow systems through training and daily work.
Perform other functions as assigned.