Underwriting Assistant-Insurance

Underwriting Assistant

Required Education
• High School Diploma or equivalent

Required Experience:

• Prior experience in the insurance industry

• Experience as an Underwriting Assistant

• Demonstrated stability in employment (no frequent job changes)

• Experience working in a production-driven environment

• Strong analytical and problem-solving skills

• Proficiency in Microsoft Excel and Outlook

Soft Skill Requirements (Team Fit/Personality Requirements):

• Strong sense of dedication and reliability

• Ability to collaborate effectively within a diverse team environment

• Self-motivated with the ability to work independently

• Candidates should be appropriately aligned with the scope of the role to ensure long-term engagement and satisfaction

Overview (Underwriting Assistant):

This entry-level role provides essential administrative support to the Underwriting team by assisting with data entry for new business applications, reviewing correspondence and records for accuracy, and maintaining organized electronic files. The position also involves updating procedure manuals to ensure streamlined underwriting processes. Working under close supervision, the role is ideal for individuals with strong attention to detail, organizational skills, and an interest in insurance or financial services.

Responsibilities:

• Perform entry-level underwriting support tasks, including processing binds, endorsements, and cancellations

• Work under close supervision as part of the underwriting support team

• Manage and prioritize tasks through assigned queues and Outlook inboxes

• Triage and route emails within a shared mailbox to appropriate stakeholders

• Participate in hands-on, side-by-side training, with work reviewed until underwriting authority is granted based on performance and evaluation

** Only those lawfully authorized to work in the designated country associated with the position will be considered.**

** Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.**