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 employmentsponsorship/visa.