Manage submission intake and track new business using Excel and Excel Online
Review and clear new business submissions
Enter submission data into the Policy Administration System to process rating worksheets
Communicate with agents to obtain required or missing information
Complete initial data entry on the Risk Analysis Worksheet (RAW)
Assign submissions to appropriate underwriters with attention to detail
Email policies and welcome kits to agents and policyholders
Process loss run and experience modification worksheet requests
Assist with preparation of renewal quotes
Bind and issue policies in the Policy Administration System
Process endorsements, including cancellations and reinstatements
Deliver proposals and quotes within established timeframes
Respond to internal compliance inquiries and external requests from agents, brokers, and policyholders
Participate in training, workshops, and conventions to stay current on workers’ compensation rules, regulations, and underwriting practices
Use resources such as IRMI and the NCCI website to enhance underwriting knowledge
Perform additional tasks and special projects as assigned

3–5 years of administrative experience preferred
Prior experience in workers’ compensation insurance strongly desired
Proficient in Microsoft Office, particularly Excel
Strong attention to detail with a high degree of accuracy
Ability to thrive in a fast-paced, customer-focused environment
Reliable and punctual, including in remote work settings
Receptive to direction with the ability to adapt to changing market conditions
Strong organizational and multitasking abilities
Excellent verbal and written communication skills
Capable of interpreting and following written, verbal, or diagrammed instructions
Maintains confidentiality of sensitive information
Demonstrated discretion, sound judgment, and strong administrative skills
Comfortable working remotely, with effective communication via Teams, email, and phone

Underwriting Assistant

Key skills