Underwriting Assistant

This is a fully remote position, open to applicants in Florida.

📋 Description

• Coordinate the servicing of new and renewal accounts in accordance with company and carrier guidelines.

• Prepare invoices and policy documentation efficiently.

• Assist with underwriting and rating tasks.

• Identify and resolve any processing challenges.

• Deliver professional service to agents, carriers, and internal stakeholders.

• Underwrite renewal business and escalate any exceptions as necessary.

• Clarify liability and program coverages to clients and potential clients.

• Provide guidance to underwriting clerks and policy typists.

• Review policies, endorsements, audits, and cancellations, and ensure corrections are coordinated.

• Rate both new and renewal business utilizing approved methodologies and tools.

• Manage account documentation and retention practices.

• Process policy servicing requests, including endorsements, audits, carrier requests, certificates, premium finance notices, and cancellations.

• Invoice and handle new business and renewal binders, premium-bearing endorsements, and cancellations.

• Establish and direct new submissions within the clearance system.

• Generate cancellation and non-renewal notices as needed.

• Maintain underwriting files, pending/suspense systems, diary systems, and account records.

• Carry out additional duties that support underwriting operations and service commitments.

⛳️ Requirements

• High school diploma or an equivalent level of education is required.

• A state-specific insurance license is mandatory.

• An associate degree or relevant work experience is preferred.

• Working knowledge of commercial multi-line underwriting concepts, coverage analysis, and rating fundamentals is essential.

• Ability to interpret policy forms, endorsements, audits, cancellations, and carrier guidelines accurately.

• Capability to identify and resolve discrepancies effectively.

• Proficiency in Windows-based applications, Delphi, Microsoft Word, DocuCorp, and Rackley ISO Rating Software.

• Strong skills in documentation and file management.

• Effective written and verbal communication abilities.

• Ability to prioritize tasks, track pending items, meet deadlines, and work in a fast-paced environment.

• Willingness to work extended hours when required.

🏝️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with company matching.

• Paid company holidays.

• Vacation and sick days.

• New parent leave.

• Restricted stock units for eligible positions.

• Deferred compensation plan for eligible roles.

• Learning and leadership development programs.

• Competitive compensation packages.

• Comprehensive health benefits.

• Retirement plans.