Underwriter Assistant Jobs

About The Position

Requirements

• High school diploma or equivalent.
• Prior office, customer service, data entry, or insurance experience is helpful.
• Basic knowledge of Microsoft Word, Excel, Outlook, and electronic filing systems.
• Ability to learn insurance products, company procedures, and underwriting systems.
• Strong attention to detail and accuracy.
• Good organization and time management.
• Clear written and verbal communication.
• Ability to manage several tasks and meet deadlines.
• Professional service and teamwork.
• Sound judgment and respect for confidential information.
• Willingness to learn and accept feedback.

Responsibilities

• Receive, log, and process new business, renewal, and policy change requests.
• Review applications and supporting documents for completeness and accuracy.
• Enter and maintain account information in underwriting systems and electronic files.
• Request missing information from agents, brokers, or internal team members.
• Prepare account documents and reports for review by an underwriter.
• Support accounts that may include auto liability, general liability, medical professional liability, liquor liability, restaurant general liability, and large fleet long haul trucking.
• Track open items and deadlines to help keep work moving on time.
• Respond to routine questions and provide clear status updates.
• Follow company procedures, underwriting guidelines, and confidentiality requirements.
• Complete other duties and team projects as assigned.