Underwriter job description
Updated March 14, 2024
8 min read
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Example underwriter requirements on a job description
Underwriter requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in underwriter job postings.
Sample underwriter requirements
- Familiarity with underwriting guidelines and regulations.
- Ability to analyze financial information and credit reports.
- Advanced knowledge of mortgage and banking products.
- A minimum of 3 years of experience in underwriting.
- Familiarity with automated underwriting systems.
Sample required underwriter soft skills
- Strong interpersonal, communication and problem-solving skills.
- Ability to work independently or in a team environment.
- Attention to detail and accuracy.
- Ability to handle multiple tasks in a timely manner.
Underwriter job description example 1
Brown & Brown underwriter job description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Halcyon Underwriters seeks a Production Underwriter to join our team in Maitland, FL.
High performers for this position tend to be fast paced, analytical, intuitive, detail oriented and possess generally good business instincts & critical thinking skills.
WHAT YOU'LL DO:
Underwrite, quote and write new business. Review, underwrite and re-market renewal business as necessary. Develop and achieve annual sales goals. Maintain production reports and attend all sales meetings. Troubleshoot on existing accounts, handling the account whenever a situation arises. Supervise the daily activities of the assistant underwriters for new and renewal business. Maintain and develop strong agent relationships. Maintain and develop strong company relationships with underwriting and marketing personnel. Stay informed of changes in company guidelines, products, strategies, etc. and share information with other Underwriting staff. Pursue additional education and credentials for professional and personal development. Perform other specific duties and projects as assigned by the Exec. V.P. / Profit Center Leader.
WHAT YOU'LL NEED:
Holds an active state insurance license 2-20 Two to Five Years Commercial Multi-Line Insurance experience Carrier rating experience Sales and Production driven Strong PC skills including Word & Excel Must be detail-oriented and possess the ability to multi-task Ability to work well with others in a production team environment Committed to excellent customer service
WHAT WE OFFER
:
•Excellent growth and advancement opportunities
•Competitive pay based on experience •Paid Time Off (PTO)
•Generous benefits package: health, dental, vision, 401(k), etc.
•Employee Stock Purchase Plan
WHO WE ARE
:
Halcyon Underwriters' relationship-based model has cast a nationwide footprint with both our retail and carrier partners. For over 36 years, Halcyon has and continues to perform as more than a traditional intermediary, offering a variety of coverages in the P&C and Personal Lines industries on a monoline or package basis. Halcyon provides market access, specialty program availability, and competitive pricing through A-Rated, Admitted as well as Non-Admitted Carriers.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
#LI-SD1
#LI-hybrid
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Halcyon Underwriters seeks a Production Underwriter to join our team in Maitland, FL.
High performers for this position tend to be fast paced, analytical, intuitive, detail oriented and possess generally good business instincts & critical thinking skills.
WHAT YOU'LL DO:
Underwrite, quote and write new business. Review, underwrite and re-market renewal business as necessary. Develop and achieve annual sales goals. Maintain production reports and attend all sales meetings. Troubleshoot on existing accounts, handling the account whenever a situation arises. Supervise the daily activities of the assistant underwriters for new and renewal business. Maintain and develop strong agent relationships. Maintain and develop strong company relationships with underwriting and marketing personnel. Stay informed of changes in company guidelines, products, strategies, etc. and share information with other Underwriting staff. Pursue additional education and credentials for professional and personal development. Perform other specific duties and projects as assigned by the Exec. V.P. / Profit Center Leader.
WHAT YOU'LL NEED:
Holds an active state insurance license 2-20 Two to Five Years Commercial Multi-Line Insurance experience Carrier rating experience Sales and Production driven Strong PC skills including Word & Excel Must be detail-oriented and possess the ability to multi-task Ability to work well with others in a production team environment Committed to excellent customer service
WHAT WE OFFER
:
•Excellent growth and advancement opportunities
•Competitive pay based on experience •Paid Time Off (PTO)
•Generous benefits package: health, dental, vision, 401(k), etc.
•Employee Stock Purchase Plan
WHO WE ARE
:
Halcyon Underwriters' relationship-based model has cast a nationwide footprint with both our retail and carrier partners. For over 36 years, Halcyon has and continues to perform as more than a traditional intermediary, offering a variety of coverages in the P&C and Personal Lines industries on a monoline or package basis. Halcyon provides market access, specialty program availability, and competitive pricing through A-Rated, Admitted as well as Non-Admitted Carriers.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
#LI-SD1
#LI-hybrid
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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Underwriter job description example 2
Chubb underwriter job description
- Examines insurance documents such as applications, production reports, acreage reports, and applies underwriting rules.
- Enters information into the computer, including policy information, production data, acreage report data, etc. and updates records. Confirms accuracy of information against edits and corrects errors.
- Communicates by phone and by letter with agents, FSA county offices, field personnel, and policyholders to obtain information, records, and to answer questions and inquiries.
- Reviews and analyzes scanned document images and routes to appropriate work queues.
- Prepares, prints, and analyzes a variety of reports and policy forms.
- Assists with training of Underwriting Assistant and part-time personnel, as necessary.
- Assists with other duties as necessary.
Qualifications:
High School or GED required and at least 6 months as an Underwriter Assistant at Rain and Hail or at least one year of previous crop underwriting experience or a baccalaureate degree.
Knowledge, Skills, and Abilities:
- Knowledge of or the ability to learn MPCI program and the applicable underwriting rules and procedures.
- Ability to learn and understand what information is needed to process insurance policies, FCIC rules and regulations, policy provision, etc.
- Ability to understand printed policy information, such as manuals, handbooks, and actuarial documents and to apply information to work tasks.
- Basic keyboarding skills, ten-key skills, and the ability to rapidly and accurately enter information into the computer.
- Ability to comprehend agents' questions and concerns over the telephone and to provide correct, courteous answers.
- Ability to organize and prioritize multiple tasks.
- Ability to effectively communicate and maintain business relationships with company personnel, outside resources and customers.
- Ability to learn and apply company terminology, processes, and systems.
- Ability to learn and develop skills in the use of department equipment.
- Ability to perform basic and complex mathematical calculations.
- Ability to remain calm and professional.
- Ability to work well with people in a team environment.
- Ability to work from oral and written communications.
- Ability to maintain confidentiality.
- Ability to assist in other work-related areas as required.
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Underwriter job description example 3
Kelly Services underwriter job description
**Ready, set, go.** Put your career in motion with a great, new opportunity. Join the Kelly Professional & Industrial team as an **Underwriter** to work at our premier customer, a Financial Institute to join their team in Honolulu. If you're ready to make a change, we're ready to help!
**Why you should apply to be an Underwriter:**
Fulltime opportunity: 40 hours per week
Schedule: Monday through Friday
Salary: $50k/yr
Contract: temp to hire
In this role you will assist CRELD loan officers with structuring, underwriting, and servicing of small to large size real estate loans to ensure the loans meet the Bank's quality targets, lending policies, and underwriting guidelines.
**What's a typical day as an Underwriter? You** **:**
+ Actively support the Team Leader and Loan Officer to review new loan requests from existing and prospective CRELD borrowers by providing underwriting support
+ Provide support for Loan Officers efforts to generate new commercial mortgages and construction loans to meet annual production goals and objectives.
+ Assist Loan Officers to proactively address upcoming loan requests
+ Review and analyze the borrower's financial information and financial condition, order appraisal reports, order environmental reports, prepare guarantor global cash flows, and access other internal and external sources of information.
+ Assist the Team Leader and Loan Officer with portfolio management responsibilities to meet the Bank's objectives of maintaining a high-quality commercial mortgage and construction loan portfolio and to minimize exceptions and maximize compliance.
+ Proactively manage customer relationships to meet commercial mortgage and construction loan runoff projections and CRELD deposit goals and objectives.
+ Prepare Modification Memorandums, Term Loan Reviews, Asset Quality Reports, and Compliance and Risk Rating Validations for the assigned Lending Team loan portfolio.
+ Proactively contact borrowers and guarantors with the Team Leader/Loan Officer for updated financial information prior to due dates to ensure timely submissions
A full job description will be provided upon application
**This job might be an outstanding fit if you** :
+ Have a High School
+ 4+ years in commercial real estate, commercial lending, banking, financial services or equivalent work experience (A Bachelor's degree in a related field may substitute for 2 years of required work experience)
**What happens next**
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be an Underwriter today!
**Get a complete career fit with Kelly** ** ** **.**
You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.
**About Kelly** ** **
At Kelly, we're always thinking about what's next and advising job seekers on new ways of working to reach their full potential. In fact, we're a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center.
Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
**Why you should apply to be an Underwriter:**
Fulltime opportunity: 40 hours per week
Schedule: Monday through Friday
Salary: $50k/yr
Contract: temp to hire
In this role you will assist CRELD loan officers with structuring, underwriting, and servicing of small to large size real estate loans to ensure the loans meet the Bank's quality targets, lending policies, and underwriting guidelines.
**What's a typical day as an Underwriter? You** **:**
+ Actively support the Team Leader and Loan Officer to review new loan requests from existing and prospective CRELD borrowers by providing underwriting support
+ Provide support for Loan Officers efforts to generate new commercial mortgages and construction loans to meet annual production goals and objectives.
+ Assist Loan Officers to proactively address upcoming loan requests
+ Review and analyze the borrower's financial information and financial condition, order appraisal reports, order environmental reports, prepare guarantor global cash flows, and access other internal and external sources of information.
+ Assist the Team Leader and Loan Officer with portfolio management responsibilities to meet the Bank's objectives of maintaining a high-quality commercial mortgage and construction loan portfolio and to minimize exceptions and maximize compliance.
+ Proactively manage customer relationships to meet commercial mortgage and construction loan runoff projections and CRELD deposit goals and objectives.
+ Prepare Modification Memorandums, Term Loan Reviews, Asset Quality Reports, and Compliance and Risk Rating Validations for the assigned Lending Team loan portfolio.
+ Proactively contact borrowers and guarantors with the Team Leader/Loan Officer for updated financial information prior to due dates to ensure timely submissions
A full job description will be provided upon application
**This job might be an outstanding fit if you** :
+ Have a High School
+ 4+ years in commercial real estate, commercial lending, banking, financial services or equivalent work experience (A Bachelor's degree in a related field may substitute for 2 years of required work experience)
**What happens next**
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be an Underwriter today!
**Get a complete career fit with Kelly** ** ** **.**
You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.
**About Kelly** ** **
At Kelly, we're always thinking about what's next and advising job seekers on new ways of working to reach their full potential. In fact, we're a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center.
Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
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Updated March 14, 2024