Assist underwriters by screening risk offerings and with pre and post-binding processes
Support regional UA Manager in overseeing all daily business activities
Review new submissions against prescribed criteria for risk qualification
Triages submission for missing information and follow up with the broker
Performs comparisons of renewal submissions against prior year information
Reviews policies for manuscript endorsements and initiates approval processes
Issues policies, endorsements, and cancellations
Completes loss rating and develops initial pricing
Designated as the first point of contact for brokers
Assists the underwriter in preparing business and metric reports
Trains and provides oversight for less experienced support staff

Knowledge of commercial insurance policy forms and regulatory requirements
Bachelor’s degree preferred or equivalent work experience
2+ years of commercial insurance experience
Microsoft Office – proficiency in Excel, Word, and Powerpoint
Learning Agility – willingness to learn from experiences and new situations
Client Servicing – ability to anticipate client (internal and external) needs and act proactively
Problem Solving – identify problems and solutions matched to the appropriate solutions
Attention to Detail – demonstrate attention to detail to ensure accurate documentation is maintained
Leadership Skills – ability to mentor peers in the team

Comprehensive benefits package focused on health, wellbeing, and financial security
Professional development opportunities
Volunteer Time Off and Matching Grants Programs

Senior Underwriting Assistant

Key skills