Utilize understanding of exposures and risks analysis to assess loss history and current condition of finances for a case.
Collects, studies, and reviews documentation pertaining to risk cases, performing risk analysis to conclude whether a case is worth accepting.
Conduct preliminary reviews of complex submissions to identify errors, omissions, and confirm eligibility.
Collaborate closely with the underwriting team to finalize insurance applications efficiently.
Utilize multiple databases to gather and verify supplementary data for submissions.
Manage inbound calls, connecting customers and team members to ensure a seamless and positive experience.
Respond to customer needs, providing guidance and assistance tailored to their insurance needs.
Process accounts from approved quotes through to policy issuance with accuracy and efficiency.

Bachelor’s degree required
Minimum of 1 year of underwriting or related insurance experience required
CPCU, CIC, CRIS, Property & Casualty Brokers License, etc. a plus
Strong customer service experience
Proficiency in Microsoft Office Suite and ability to quickly learn industry-specific software
Ability to work collaboratively with team members and other departments
Strong desire to learn, explore new ideas, and seeking out new knowledge
Ability to be flexible, embrace change, and quickly pivot in response to shifting priorities

Employee Ownership Program
every eligible employee shares in the financial rewards that grow when the company grows
Professional development opportunities
Owner Referral Program
Work from home reimbursement for remote/hybrid roles
Canary emergency financial assistance program
Comprehensive medical, dental, vision
Life/AD&D Insurance
Confidential, Employee Assistance Program
Health Savings Account, includes company contribution
Short-term disability
Voluntary benefits
supplemental accident, critical illness, hospital insurance
Employee discounts
401(k) Plan with company match contribution
Addition Wealth Financial Wellness Program
Various Time Off Programs
11 company paid holidays

Underwriting Assistant – Non-admitted Personal Lines

About this role