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.