Small Business Insurance Underwriting Assistant

Job Description

REQUIREMENTS

• 1+ years of administrative or clerical experience, preferably in insurance, underwriting, or financial services
• Strong organizational skills with excellent attention to detail
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Clear and professional written and verbal communication skills
• Proficiency with Microsoft Office and comfort learning insurance systems
• Prior exposure to insurance terminology or commercial lines is a plus, but not required

RESPONSIBILITIES

• Assist the Underwriter with intake, processing, and organization of new business submissions and renewals
• Prepare and maintain underwriting files, documentation, and correspondence
• Request, track, and follow up on missing information from agents or internal teams
• Enter and update policy, submission, and account information in underwriting and agency systems
• Support renewal workflows, endorsements, and policy changes
• Schedule meetings and help coordinate communication between underwriting, sales, and service teams
• Ensure accuracy, completeness, and consistency of records and data
• Assist with general administrative tasks to support underwriting efficiency

Are you interested in this position?

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