Summary
The Underwriting Assistant is a remote full-time position that assists Underwriters with quotes, binders, and policy issuance workflows. The assistant gathers and organizes information, helps compute rates and premiums, reviews applications for accuracy, and manages account documentation.
Requirements
- 1-3 years of underwriting experience
- Bachelor’s Degree
- Demonstrated strong written and oral communication skills
- Ability to work both independently and within a team environment
Responsibilities
- Establish new submission in the clearance system and handle according to established procedures
- Assist Underwriters with quote, binder, and policy issuance workflows
- Gathers and organizes information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision
- Assist the Underwriter with the computation of rates and premiums
- Review incoming insurance applications for accuracy and completeness
- Participate in the creation and development of the team's underwriting workflows and processes, including underwriting files for all bound accounts
- Work with and follow up with producers for any outstanding information
- Process and distribute insurance binders, endorsements and polices within processing standards established by management
- Prepare all policies in accordance with final binders inclusive of review by underwriting staff
- Manage all account documentation
