Underwriting Assistant II

Title:

Underwriting Assistant II

Company:
Everest Insurance Company

Job Category:
Underwriting Operations

Job Description:

Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.

Everest is seeking an Underwriting Assistant II to join our U.S. Wholesale Property Operations team. The position provides operational and technical support to Everest’s Wholesale Property underwriting teams across the commercial property policy lifecycle. The Underwriting Assistant II supports multiple Wholesale Property segments and helps deliver timely, accurate service from submission intake through policy issuance and midterm servicing.

Everest provides customized insurance solutions for complex risks. Within Wholesale Property, Underwriting Operations partners closely with underwriters, brokers, business-process partners, and technology teams to deliver accurate and responsive service while maintaining strong operational controls.

This role is part of Everest’s Operations organization and provides operational and technical support to Wholesale Property underwriting teams, including Middle Market, large-account Primary and Excess Property, and Assumed Reinsurance. The Underwriting Assistant II independently manages assigned transactions, coordinates with underwriting and business-process partners, and helps ensure that submissions, bind requests, endorsements, policy documents, and related records are processed accurately and within established service commitments.

• Process and service new-business submissions, renewals, bind requests, policy issuance activities, endorsements, cancellations, and other midterm transactions accurately and within established service commitments.
• Perform assigned rating, binder preparation, policy booking, policy-document review, issuance, and file-maintenance activities in accordance with approved underwriting instructions and applicable procedures.
• Confirm that required underwriting instructions and approvals are documented before completing bind, booking, issuance, or endorsement activities; escape incomplete, inconsistent, or unclear instructions.
• Gather, review, and track underwriting information and supporting documentation; maintain active oversight of assigned transactions, prioritize work appropriately, and drive timely resolution of outstanding items.
• Manage an assigned portfolio of accounts and transactions, maintaining ownership from intake through completion while balancing competing priorities and meeting service commitments.

• Maintain complete, accurate, and timely underwriting-file documentation, including transaction correspondence, approvals, policy documents, and required checklists, in accordance with recordkeeping and audit requirements.
• Validate key policy and transaction data across source documents and systems, investigate discrepancies, and complete assigned reconciliations or corrections.
• Identify and promptly escape processing exceptions, system issues, service risks, quality concerns, and potential control or compliance issues.
• Meet established internal and external service-level commitments while complying with applicable regulatory requirements, operational controls, and documented procedures.
• Review and follow current processing guidelines, workflows, job aids, and control requirements; identify trends, root causes, and opportunities for process improvements that enhance accuracy, service, and operational efficiency.

• Build effective working relationships with underwriters, brokers, and internal partners by providing timely, accurate, and professional responses to service inquiries and by communicating transaction status, missing information, and potential…