Underwriting Operations Assistant

Berkley • Minneapolis, MN

2d

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 works with AI-enabled tools and source documentation to validate submission information, rating inputs, supporting data, and AI-generated outputs. The assistant coordinates with underwriting, underwriting services, IT, and billing staff, and 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 while recognizing 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 according to 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 professionally and promptly to questions about policy status, billing, or transaction processing.
• Coordinate work with Underwriting, Underwriting Services, IT, and billing staff; 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.

Benefits

• Competitive compensation plan and robust benefits package for full-time regular employees.
• Eligible to participate in an annual discretionary bonus.
• Health insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• Disability insurance.
• Wellness benefits.
• Paid time off.
• 401(k) plan.
• Profit-sharing plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED