EH&S and Underwriting Assistant
Position Summary
The EH&S and Underwriting Assistant provides operational and analytical support to both the Environmental Health & Safety (EH&S) and Underwriting teams. This role helps ensure that underwriting submissions are complete, properly documented, and aligned with company guidelines while coordinating monthly safety visit workflows with the company’s third-party EH&S vendor (currently Alexander & Schmidt).
Essential Functions
Underwriting Support
Underwriting Process Support
Submission Intake and Completeness Review
Guideline and Appetite Screening Review
Data Collection, Verification, and Research
Turnaround and Workflow Efficiency Support
EH&S Support Functions
Scheduling and Tracking
Client and Internal Communication
Reporting and Compliance Monitoring
Recommendation Follow-Up
Required Skills and Competencies
Technical Skills
Communication and Professional Skills
Minimal Broker Communication
Required Skills and Characteristics
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)
Required Education and Experience
High School Diploma or GED required.
Preferred Education and Experience:
Bachelor’s Degree with 0–1 years of insurance customer service or related industry experience;
Associate’s Degree with 1–3 years of insurance customer service or related industry experience;
High School Diploma or GED with 3–5 years of insurance customer service or related industry experience.