Underwriting Assistant – Habitational

Responsibilities

• Establish new submission in the clearance system and handle according to established procedures
• Assist Underwriters with quote, binder, and policy issuance workflow
• Gather and organize information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision
• Assist the Underwriter with the computation of rates and premiums.
• Review incoming insurance applications for accuracy and completeness
• Participate in the creation and development of the team's underwriting workflows and processes, including underwriting files for all bound accounts
• Work with and follow up with producers for any outstanding information
• Process and distribute insurance binders, endorsements and policies within processing standards established by management
• Prepare all policies in accordance with final binders inclusive of review by underwriting staff
• Manage all account documentation

Requirements

• Bachelor's Degree
• 1-3 years of underwriting experience
• Demonstrated strong written and oral communication skills
• Ability to work both independently and within a team environment

Core Competencies

Demonstrates expertise in underwriting processes, including submission handling, policy issuance, and documentation management. Strong communication skills facilitate effective collaboration with underwriters and producers.

Highest-signal resume keywords

• Underwriting Experience
• Policy Issuance
• Rate Computation
• Documentation Management
• Communication Skills

Hard Skills

• Submission Handling
• Quote Processing
• Risk Assessment
• Loss Runs Analysis
• Premium Calculation
• Insurance Application Review
• Workflow Development
• Binder Processing
• Endorsement Management
• Account Documentation

Soft Skills

• Written Communication
• Oral Communication
• Team Collaboration
• Independent Work

Certifications & Qualifications

• Bachelor's Degree

Industry Keywords

• Underwriting Workflows
• Insurance Policies
• Insurance Bindings
• Risk Ratings
• Insurance Applications