Underwriting Assistant

Job Title: Underwriting Assistant

Type: Contract to Hire

Start Date: ASAP

Contract Duration: three months

Location: 100% onsite - Roslyn, NY

Contract Pay Rate - $27/hour

Perm Salary - $55K

General Summary:

  • This position assists and supports the underwriting function by ensuring information submitted is complete and accurate for a rating of new business, renewals, and mid-term changes.
  • Provides a cursory review of risk to aid in the underwriting process.
  • Assist Account Manager with issuing of new and renewal of existing policies
  • This is a 3-month contract to hire... pay rate during the contract duration is $27/hour, and when the role converts to a permanent role, the salary is $55K.


Essential Duties & Responsibilities:

  • Support the development, growth, and maintenance of an assigned book of business working directly with UW staff.
  • Work proactively with underwriter(s) in support of our new and renewal client base.
  • Responsible for providing the highest level of accuracy and support to the underwriter(s) throughout the new business lifecycle and ongoing renewal account maintenance.
  • Provide exceptional customer service by processing binders, policy issuance, and midterm service requests within established timeframes.
  • Work with underwriter(s) to coordinate and solicit renewal submissions by established timeframes.
  • Performs initial review, triage, and processing of new business and renewal submissions.
  • Sets up underwriting files pulling together information from disparate sources into a cohesive format for underwriter(s) and territories.
  • Coordination of documentation for underwriting files.
  • Processes system transactions relative to assigned product line ensuring the highest level of precision.
  • Prepares non-automated policy forms, letters, and documents and sends them to appropriate clients and brokers.
  • Review binders and policies for accuracy.
  • Proficient in running established data warehouse reports.
  • Participate in learning and development opportunities online, in person, and in group training sessions as needed.
  • Assist the underwriters in the assigned territory by preparing necessary policy documents for Agency/Broker visits.
  • Maintains the highest level of customer service and produces accurate work with minimal mistakes.
  • Understand and achieve productivity requirements to meet underwriting objectives.
  • Responds in a timely and professional manner to internal processing requests and external queries received from our brokers and clients.
  • Demonstrates a sense of urgency and consistently meets processing deadlines per underwriting service standards.
  • Other duties as assigned by management.


Education & Qualifications:

  • Associate degree and 2-3 years of insurance or related experience required.
  • Customer service background preferred.
  • Must be proficient in Microsoft Office Suite.
  • Participate in assigned projects and departmental efforts.
  • Must demonstrate ability to maintain an effective working relationship with other departments, employees, management, and clients.
  • Excellent verbal and written communication skills.
  • Must be detail-oriented and have good organizational skills.
  • Ability to work without direct supervision, make independent decisions, and meet specific deadlines.