Underwriting Assistant
Listed on 2026-08-17
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Insurance
Underwriter, Insurance Analyst, Risk Manager/Analyst
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Regular or Temporary:Regular
Language Fluency:English (Required)
Work Shift:1st Shift (United States of America)
Please review the following job description:Coordinates the servicing of new and renewal accounts from the time of binding in accordance with company and carrier guidelines. Prepares invoices and policy documentation, supports underwriting and rating activities, and proactively identifies and resolves issues to ensure accurate, timely processing. Delivers high-quality professional service to agents, carriers, and internal partners.
KEY RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Underwrite renewal business with minimal supervision and
** escalate
* * exceptions as needed. - Clearly explain liability and programcoveragesto clients and prospective clients.
- Provide day-to-day guidance and instructions tounderwritingclerks and policy typists to supportaccurateprocessing.
- Review policies, endorsements, audits, and cancellations; resolve discrepancies and coordinate corrections.
- Conduct rating for new and renewal business using approved methodologies and tools.
- Manage account documentation, ensuring completeness, accuracy, and proper retention.
- Review and process policy servicing requests, including endorsements, audits, carrier requests, certificates, premium finance notices, and cancellations.
- Invoice and process new business and renewal binders, premium-bearing endorsements, and cancellationsin accordance with internal and carrier guidelines.
- Establish new submissions in the clearance system and route/handle them per established procedures.
- Produce cancellation and non-renewal notices in compliance with statutory and contractual requirements.
- Maintain underwriting files for accounts where policies are not issued and ensure appropriate follow-upand documentation.
- Maintain pending/suspense and diary systems to track open items, deadlines, and required actions.
- Maintain account filesin accordance with company policy and audit readiness standards.
- Perform other duties as assigned to support underwriting operations and service commitments.
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High school diploma or equivalent education is required.
- Associate degree or equivalent work experience is preferred.
- Experience expectations increase across the career path, with progression toward more complex account handling and workflow ownership
- State-specific insurance license is required;additionaldesignations may be preferred based on role scope andjurisdiction.
- Working knowledge of commercial multi-line underwriting concepts, coverage analysis, and rating fundamentals.
- Ability to interpret policy forms, endorsements, audits, cancellations, and carrier guidelines;identify and resolve discrepancies.
- Proficiency with underwriting and policy administration automation, including Windows-based applications, Delphi, Microsoft Word,Docu Corp, and Rackley ISO Rating Software.
- Strong documentation and file management skills with attention to detail, accuracy, and compliance.
- Effective written and verbal communication skills to explaincoveragesand coordinate with agents, carriers, and internal partners.
- Ability to prioritize, track pending items, and meet deadlines in a high-volume environment; willing to work extended hours when needed.
The annual base salary for this position is $85k.
General Description of Available Benefits for Eligible Employees of CRC Group:At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class…
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