Underwriting Assistant Jobs

About The Position

Requirements

• Proficiency in Microsoft Excel and Microsoft OneDrive.
• Ability to perform regulatory, operational, and corporate research across state portals and rating bureau systems.
• Strong active listening and clear written and verbal communication.
• Professionalism, responsiveness, empathy, and patience when interacting with clients and internal stakeholders.
• Strong organizational and time-management skills.
• High attention to detail and accuracy.
• Integrity, adaptability, and strong problem-solving abilities.
• Strong analytical and problem-solving ability.
• Ability to quickly learn new concepts and systems.
• Strong communication and organizational skills.
• Familiarity with business principles and operational processes.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• High School Diploma or GED required.

Nice To Haves

• Bachelor’s Degree with 0–1 years of insurance customer service or related industry experience; or
• Associate’s Degree with 1–3 years of insurance customer service or related industry experience; or
• High School Diploma or GED with 3–5 years of insurance customer service or related industry experience.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities.

Responsibilities

• Review incoming submissions to ensure all required documentation is included, such as applications/RFPs, three years of currently valued loss runs, and experience modification worksheets or factors.
• Identify missing or incomplete information and request documentation from brokers, sales representatives, or internal partners.
• Track submission quality, including NAICS codes, to support appetite analysis and submission trend reporting.
• Review risks against carrier and DecisionHR underwriting guidelines for industries such as roofing, tree trimming, staffing, trucking, and other exposures.
• Identify and document issues such as lapses in coverage, excluded classifications, multi-state operations, and adverse experience trends.
• Decline clearly non-viable risks based on documented underwriting guidelines and escalate borderline cases to Underwriters for further review.
• Conduct research and verification activities including: Articles of incorporation/organization and business registration verification (SOS, DOS, DOC databases); Workers’ compensation proof of coverage verification using state databases; Experience modification verification using rating bureau systems such as NCCI, WCIRB, PCRB/DCRB, or similar resources; Review company websites and social media to confirm operations and exposure profiles; Contractor license searches and regulatory oversight checks (OSHA, DOT, OFAC); Verification of operational details including FEIN, ownership structure, number of locations, subcontractor usage, and safety program indicators as appropriate.
• Order, obtain, and organize loss runs and rating worksheets.
• Maintain properly labeled and organized underwriting documentation within internal systems.
• Support improved turnaround times from submission to quote or decline by preparing complete, research-ready underwriting files.
• Contribute to improved broker satisfaction through accurate and timely processing.
• Maintain underwriting logs, trackers, and relevant reporting inputs.
• Coordinate monthly safety visit scheduling with A&S based on assignment lists provided by EH&S leadership.
• Maintain the A&S vendor client status spreadsheet, including scheduled, pending, overdue, and completed visits.
• Monitor delays and escalate non-responsive or uncooperative clients to EH&S leadership.
• Update the EH&S client visit tracking spreadsheet in OneDrive monthly to ensure accurate documentation of visit outcomes and recommendations.
• Within three business days of sending visit assignments to A&S, notify clients via email that an A&S representative will contact them to schedule their safety visit.
• Communicate with HR Business Partners, Paytech representatives, Sales, and Client Experience teams to resolve issues related to client responsiveness.
• Conduct additional client outreach as needed to facilitate scheduling and completion of safety visits.
• Send post-visit summaries and safety recommendation letters to clients.
• Track and report on completed, pending, and overdue safety visits.
• Monitor outstanding safety recommendations and identify clients who may be out of compliance.
• Maintain organized documentation to provide EH&S leadership with visibility into field activity and client compliance trends.
• Track follow-up actions related to safety recommendations issued by A&S or internal EH&S staff.
• Update compliance status and outcomes monthly within the OneDrive tracking tools.
• Facilitate information sharing among Underwriting, EH&S, Claims, Sales, and Client Experience teams to ensure comprehensive risk evaluation.
• Support renewal preparation by assembling safety visit history, compliance status, and updated operational information for Underwriters and EH&S staff.
• Serve as a communication bridge for routine updates and cross-department coordination.