Job Brief
We are seeking a detail-oriented Underwriting Assistant to support our underwriting team in processing new insurance policies, modifications, and claims forms. The ideal candidate will have a strong understanding of insurance documentation and a commitment to accuracy and compliance. This role requires effective communication skills and the ability to verify information from policyholders, ensuring all records are up-to-date and reflective of the changes requested by clients and representatives.
Responsibilities
- Process new insurance policies and modifications to existing policies in a timely manner.
- Review and verify the accuracy and completeness of claims forms, applications, and related documents.
- Obtain necessary information from policyholders to ensure compliance with underwriting standards.
- Update existing policies and company records based on requests from policyholders and insurance representatives.
- Assist in the preparation of underwriting reports and documentation for review.
- Collaborate with underwriters to support risk assessment and decision-making processes.
- Maintain organized records of all transactions and communications with clients.
- Support the underwriting team in administrative tasks and special projects as needed.
Requirements
- High school diploma or equivalent; a degree in finance, business, or related field is preferred.
- 1-2 years of experience in an underwriting or administrative support role within the insurance industry.
- Strong attention to detail and ability to manage multiple tasks efficiently.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook) and insurance software systems.
- Excellent analytical and problem-solving skills.
- Effective communication skills, both written and verbal.
- Ability to work independently and as part of a team in a fast-paced environment.
- Knowledge of insurance policies, underwriting processes, and regulatory requirements is a plus.
Similar Job Titles
- Underwriting Associate
- Insurance Underwriting Assistant
- Underwriting Support Specialist
- Insurance Assistant
- Underwriting Coordinator
- Underwriting Administrator
- Insurance Policy Analyst
- Risk Assessment Assistant
