Jobs · Finance · California

Underwriting Support Specialist

Robert Half · Sacramento, CA · Yesterday
On-siteFinanceTemporary

Responsibilities

  • Review incoming submission materials, identify incomplete or inconsistent details, and follow up to obtain the information needed for accurate processing.
  • Enter, update, and maintain underwriting and policy information in internal platforms using submission files and external reference sources.
  • Aid in preparing loss history information and provide general administrative support that helps underwriters evaluate accounts efficiently.
  • Handle routine policy servicing activities such as issuing policies, processing endorsements, managing cancellations, updating ownership details, and completing broker-of-record changes under established guidelines.
  • Prepare and distribute manual forms and policy documentation while coordinating with internal teams to ensure timely handling.
  • Participate in workflow improvement efforts by using automated processes, testing new tools, and sharing practical feedback on system performance.
  • Perform peer quality checks for newer team members to reinforce accuracy expectations and support consistent work standards.
  • Contribute to department assignments such as documentation updates, data cleanup work, backend testing, and other project-related initiatives as needed.

Requirements

  • A high school diploma or equivalent is required; a bachelor’s degree from an accredited institution is preferred.
  • At least one year of experience in an office support, administrative, or data entry role is required.
  • Ability to read and interpret underwriting-related documents, business records, and policy materials with accuracy.
  • Strong written and verbal communication skills with the ability to prepare correspondence and collaborate effectively with colleagues.
  • Basic math skills, including the ability to work with decimals, percentages, ratios, and standard calculations used in business settings.
  • Proficiency with computers, Microsoft Office or Microsoft 365 applications, and the ability to learn proprietary business systems quickly.
  • Strong attention to detail, sound judgment, and the ability to follow written or verbal instructions while managing routine processing tasks within deadlines.
  • Demonstrated initiative, learning agility, and a results-oriented approach to maintaining quality and resolving issues promptly.

Qualifications

  • TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies.
  • We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
  • We provide access to top jobs, competitive compensation and benefits, and free online training.
  • All applicants applying for U.S. job openings must be legally authorized to work in the United States.
  • Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance.
  • Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan.

Skills

  • Attention to detail
  • Communication skills
  • Data entry
  • Workflow management
  • Policy administration
  • Computer proficiency

Benefits

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life insurance
  • Disability insurance

Pay

Competitive compensation and benefits package.

Schedule

Long-term contract position based in Sacramento, California.

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