Underwriting Assistant

Responsibilities

• Prepare and process insurance quotes, endorsements, policy changes, cancellations, and other policy servicing transactions accurately and efficiently.
• Respond promptly to agent, broker, and client inquiries via phone, email, and other communication channels while providing exceptional customer service.
• Review and process new business submissions and supporting documentation in accordance with carrier guidelines and agency procedures.
• Aid underwriters and other business partners with the preparation and processing of binding documentation and policy issuance.
• Maintain accurate and up-to-date underwriting files, policy records, and supporting documentation within agency management systems.
• Collaborate with underwriters, carrier partners, and internal teams to support efficient policy processing and timely service delivery.
• Prioritize assigned workloads while meeting established productivity, quality, and service standards.

Requirements

• Proficient in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint).
• Strong written and verbal communication skills with the ability to interact professionally with agents, carriers, and internal stakeholders.
• Highly organized with exceptional attention to detail and strong time management skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong analytical and problem-solving skills with a commitment to accuracy.
• Ability to work both independently and collaboratively as part of a team.
• Strong customer service skills with a focus on responsiveness, professionalism, and relationship building.

Qualifications

• High school diploma or GED required.
• Associate degree preferred.
• Previous insurance, customer service, administrative support, or underwriting support experience preferred.

Skills

• Microsoft Office Suite proficiency.
• Exceptional communication and customer service skills.
• Organizational and attention to detail skills.
• Time management and prioritization abilities.
• Problem-solving and analytical skills.
• Teamwork and collaboration skills.

Benefits

Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

Family Care: Paid maternity leave and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Additional benefits may vary based on subsidiary entity and geographic location.

Pay

Compensation is commensurate with experience.

Schedule

The schedule is flexible and may vary based on the needs of the business.