Underwriting Assistant

Role Overview

• Collaborate closely with the Underwriting team to ensure timely, accurate, and complete submission of documentation.
• Review incoming submissions for completeness and proactively resolve gaps before underwriter review.
• Input and update data within quoting systems and underwriting platforms to support efficient turnaround times.
• Serve as a liaison between brokers, clients, and underwriters to obtain missing details and clarify requirements.
• Maintain organized, up-to-date digital files and records to ensure compliance and accessibility.
• Track submission and quote progress, providing regular status updates to the Underwriting team and management.
• Assist in underwriting review of files, preparing quotes, and submitting to underwriters for approval.
• Support process improvements and workflow efficiencies to enhance productivity.
• Manage renewal lists, including renewal evaluation, shopping, quoting and follow up

Requirements

• Proficient in documentation management and related systems
• Highly organized with strong time-management skills
• Detail-oriented with the ability to prioritize and shift between tasks efficiently in a fast-paced environment
• Positive attitude and commitment to continuous growth and professional development
• Comfortable handling a large workload and shifting focus as needed to meet deadlines
• Proactive and self-motivated, able to take initiative to follow up and resolve issues

Preferred Qualifications/ Experience

• 1-3 years of Underwriting experience

Benefits

• 401(k) retirement plan
• Health, dental, and vision insurance
• Generous Paid Time Off, Vacation, and Sick leave
• Tuition reimbursement
• Disability insurance
• Remote work
• Exposure to a dynamic and fast-growing company, offering long-term financial independence and career flexibility.