Underwriting Support Specialist

Safepoint MGA, LLC•South Jordan, UT

About The Position

The Underwriting Support Specialist supports the Commercial Auto Underwriting team with clerical, audit, and policy service duties. The role helps ensure efficient operations by triaging workflows, processing endorsements and cancellations, and handling filings and binders, allowing underwriters to focus on complex risk analysis and pricing. The position also involves maintaining accurate risk and policy information, performing routine policy audits and quality checks, and communicating with external brokers to obtain missing application information, follow up on basic documentation, and route escalated requests to the appropriate underwriter. Other administrative tasks and projects may be assigned to support the underwriting department. The job operates in a professional office environment and routinely uses standard office equipment, including computers, phones, and copiers, as well as internet- and image-based documents and workflows. Safepoint MGA, LLC does not offer immigration sponsorship or support for this role.

Requirements

  • 1–3 years of experience in property and casualty and/or excess and surplus insurance, preferably in an underwriting support, policy services, or administrative role.
  • Bachelor’s degree required.
  • Excellent organizational and time-management skills.
  • Proficient computer skills, fast and accurate data entry, and strong systems knowledge.
  • Strong written and verbal communication skills.
  • Ability to process tasks accurately and with attention to detail.
  • Ability to organize, prioritize, and manage multiple workflows efficiently in a fast-paced environment.
  • Ability to communicate clearly, verbally and in writing, with internal team members and external partners.
  • Ability to follow established procedures and guidelines to complete policy service tasks.
  • Ability to use phone and computer systems, including Windows, Excel, PowerPoint, and other company automated systems as designated.

Nice To Haves

  • Familiarity with Commercial Auto insurance terminology, forms, and basic workflows is strongly preferred.

Responsibilities

  • Review and triage incoming new business submissions, directing them to appropriate underwriting personnel according to company workflows.
  • Review and process requests for cancellations, reinstatements, and endorsements within established clerical guidelines.
  • Prepare and issue insurance binders and accurately process state and federal insurance filings.
  • Perform routine policy audits and quality checks to ensure accuracy in policy administration systems.
  • Communicate professionally with external brokers to obtain missing application information, follow up on basic documentation, and route escalated requests to the correct underwriter.
  • Input, update, and maintain risk and policy information in administration systems.
  • Perform other administrative tasks and projects as assigned to support the underwriting department.

Benefits

  • Market competitive wages.
  • Professional development and educational assistance programs.
  • Safe Harbor 401(k) plan with immediate vesting and an automatic company contribution.
  • Paid time off, including discretionary PTO and parental leave.
  • Company-paid holidays.
  • Health insurance.
  • Dental insurance.
  • Vision insurance.
  • Company-paid short- and long-term disability insurance premiums.
  • Flexible spending accounts with company contribution.
  • Health savings accounts with company contribution.
  • Employee life and AD&D insurance.
  • Dependent life and AD&D insurance.
  • Company-paid AAA membership.
  • Company-paid identity theft protection.
  • Other ancillary insurance benefit programs.
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