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Underwriting Assistant

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Description

About the role

The Underwriting Assistant plays a critical role in supporting the underwriting process by delivering high-quality, efficient service to both internal and external clients. This position partners closely with Program Series Underwriters and brokers to ensure accurate and timely policy processing, while also serving as a mentor and subject matter expert within the team.


What you'll do

  • Collaborate with Underwriters to quote, bind, and issue policies and endorsements
  • Maintain and strengthen relationships with brokers
  • Prepare and review policy files and documentation for accuracy and completeness
  • Request and verify Broker of Record letters and other underwriting documentation
  • Ensure compliance with underwriting guidelines and standard operating procedures (SOPs)
  • Prepare policies for issuance using the appropriate Policy Administration System (PAS)
  • Lead or assist in PAS testing and review initiatives in collaboration with management
  • Participate in special projects and additional responsibilities as assigned

Qualifications

  • Experience in the commercial insurance industry and regulatory environment.
  • 2+ years minimum directly supporting property underwriters.
  • Bachelor's degree; OR 4+ years of experience in insurance underwriting.
  • Working knowledge of PDF, MS Word, Excel, and PowerPoint.
  • Ability to travel up to 10% of the year.
  • Experience in the commercial insurance industry and regulatory environment.

Preferred Qualifications

  • Knowledge of Project management software – like Monday.com
  • Familiarity with Policy Administration software – Origami or Federato

Knowledge, Skills, and Abilities:

  • Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers.
  • Must demonstrate self-motivation, dependability, as well as strong problem solving and analytical skills.
  • Ability to manage multiple priorities and meet deadlines.
  • Strong organizational and time management skills
  • Ability to work independently and proactively
  • Effective prioritization with minimal supervision
  • Proficient multitasking and deadline management
  • Excellent verbal, written, and interpersonal communication
  • High attention to detail and accuracy
  • Strong mathematical aptitude
  • Exceptional customer service orientation
  • Collaborative team player with a positive attitude

Core Values:

  • Builds and maintains strong professional relationships
  • Communicates with clarity and impact
  • Demonstrates accountability and drives results
  • Invests in personal growth and supports team development
  • Makes thoughtful, disciplined decisions

Working Conditions:

  • Requires a quiet work environment with regular sitting at a computer for extended periods of time.
  • Regular use of hands and fingers.
  • Frequent talking or hearing.
  • Vision requirements: Close, distance, color, peripheral, focus and depth perception.


Additional Information
This is a hybrid position with 2-3 days weekly on-site at the Cincinnati office.

You must live in the United States and be authorized to work in the United States without requirement of employment sponsorship/visa.

Skills

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