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Become An Underwriting Assistant

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Working As An Underwriting Assistant

  • $37,530

    Average Salary

What Does An Underwriting Assistant Do At AIG

* 1. Conducts initial evaluation of applications.
* Handles submission of pre and post bind underwriting requirements.
* Prepares quotes, issues policies and endorsements.
* Assesses/evaluates risks and applies proper underwriting and pricing methodology based on underwriting guidelines.
* Reviews and checks policy wording and endorsements.
* Prepares declaration summaries and other necessary documents for booking; handles data entry of all issued policy documents.
* Monitors renewals and prepares renewal notices.
* Markets products to potential clients and prepares the necessary quotations.
* Liaises with and assists producers (brokers/agents/cedants) in closing accounts; recommends and negotiates appropriate coverage.
* Acts as a resource and provides technical advice regarding scope of coverage, interpretation of wordings, applications and other queries.
* Assists superior in the preparation of the department's reports.
* Updates and maintains all policy underwriting copies, other correspondences and department files for future reference.
* Coordinates with and assists Accounting in the collections of receivables.
* Performs other duties that may be assigned by the superior from time to time

What Does An Underwriting Assistant Do At Travelers

* Partners with Account Executives/Underwriters to establish support needs for new and renewal policies (i.e., identify/gather relevant account information to quote and/or bind the policy; create exhibits, etc.).
* Prepares documents and participate in pre-renewal meetings.
* Prepares underwriting/pricing exhibits (i.e., exposures, experience rating, profit and loss analysis, expense models, updated account information, etc.).
* Manages account documentation (i.e., proposals, agreement letters, reinsurance contracts, collateral agreements, pricing doc, policy change, endorsements, cancellations, etc.).
* Ensures accurate and timely servicing and billing of accounts.
* Communicates with brokers/agencies, MGAs, and internal departments. (i.e., researches and resolves issues, responds to inquiries and questions).
* Quotes accounts by reviewing exposures and experience rating, updating account information, rates and adjusts the price, as requested.
* May complete renewals based on formal guidelines, commonly referred to as Letter of Authority.
* Provides information for regulatory compliance (i.e., statutory filings, proof of insurance, certificates).
* Participates in projects/assignments as requested.
* No supervisory responsibilities.
* Other duties as assigned.
* Job Opening ID:
* BR
* Equal Employment Opportunity Statement:
* Travelers is an equal opportunity employer

What Does An Underwriting Assistant Do At Robert Half

* Analyze and negotiate complex endorsement requests and handle within established service standards.
* Assist with triage of submissions to determine risk selection acceptability including processing declinations or identify and/or obtain essential information required for quoting purposes.
* Conduct underwriting file analysis, including identifying forms and endorsements used in policy construction.
* Assist underwriters in carrying out their essential duties and responsibilities to enhance the overall performance of the division through utilization of systems and guidelines as provided.
* Develop and maintain positive working relationships with underwriters, customers and business partners to provide high quality service to clients.
* Issue binders.
* Interact with brokers to assist with follow up for underlying information, subjectivities as well as addressing account inquiries.
* Thorough review and analysis of inspection reports including follow up with brokers on observations that affect coverage implications.
* Thorough review, analysis and processing of premium audits including dispute resolutions.
* For immediate consideration please contact Alex Gikas at alex.gikas@roberthalffs.com

What Does An Underwriting Assistant Do At Combined Insurance

* Duties may include but are not limited to:
* Complete registration and policy issuance activities; including post bind transactions timely and accurately.
* Ensure premiums are registered correctly and accurately reflected in the departmental tracking system.
* Communicate with branch offices to gather data and ensure accuracy of policy information.
* Identify and utilize appropriate systems and company forms/endorsements to complete and submit policies to internal and external clients.
* Maintain/exceed service standards in the areas of production, service, support and customer service/job approach.
* Monitor work queue items and take appropriate action to ensure timely processing of incoming requests and responses to all internal and external inquiries.
* Identify and communicate system related issues to appropriate areas.
* Provide training and assistance as required.
* Perform other duties and special projects as assigned

What Does An Underwriting Assistant Do At Hub International

* Evaluates underwriting information and make appropriate decision following guidelines for processing endorsements and cancellations.
* Reviews and issues cancellation notices according to established department procedures.
* Handle incoming calls from retail agents and carriers ensuring highest level of customer service standards are met, bringing calls to a satisfactory resolution.
* Execute other policy issuance procedures.
* Rates and/or issues endorsements and invoices according to established departmental procedures with accuracy, efficiency and meeting compliance standards.
* Processes Binders/Invoices for new and renewal business

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How To Become An Underwriting Assistant

A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.


Financial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.


Most financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.


Financial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.

Important Qualities

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

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Underwriting Assistant jobs

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Underwriting Assistant Career Paths

Underwriting Assistant
Office Manager Operations Manager General Manager
Account Manager
5 Yearsyrs
Office Manager Accounts Payable Clerk
Account Payables Analyst
6 Yearsyrs
Loan Processor Office Manager Accounts Receivable Specialist
Accounts Receivable Manager
6 Yearsyrs
Senior Underwriter Account Executive Office Manager
Administrative Manager
6 Yearsyrs
Analyst Program Manager Chief Executive Officer
Board Member
6 Yearsyrs
Senior Underwriter Assistant Vice President Office Manager
Business Office Manager
8 Yearsyrs
Underwriting Technician Underwriter Claims Adjuster
Claims Supervisor
7 Yearsyrs
Accounts Payable Clerk Accounting Coordinator Account Associate
Client Account Manager
6 Yearsyrs
Analyst Operations Analyst Intelligence Analyst
Collections Manager
5 Yearsyrs
Account Executive Sales Manager Territory Sales Manager
Commercial Account Manager
8 Yearsyrs
Service Specialist Customer Care Representative Customer Account Representative
Customer Account Manager
5 Yearsyrs
Business Analyst Controller Chief Finance Officer
Executive Assistant To Managing Director
7 Yearsyrs
Claim Processor Legal Assistant Assistant Office Manager
Executive Assistant/Office Manager
6 Yearsyrs
Claim Processor Case Manager Utilization Review Nurse
Medical Manager
6 Yearsyrs
Account Manager Account Executive Sales Manager
Office Manager
5 Yearsyrs
Underwriter Quality Control Quality Control Manager
Operations Manager
7 Yearsyrs
Loan Processor Mortgage Loan Processor
Senior Loan Processor
6 Yearsyrs
Account Manager Sales Manager Operations Manager
Senior Manager
10 Yearsyrs
Underwriter Senior Underwriter
Underwriting Manager
8 Yearsyrs
Underwriting Associate Underwriter Assistant Vice President
Vice President
8 Yearsyrs
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Underwriting Assistant Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Carrier

  • French

  • Russian

  • Cantonese

  • Portuguese

  • German

  • Mandarin

  • Chinese

  • Greek

  • Italian

  • Japanese

  • Vietnamese

  • Hindi

  • Korean

  • Urdu

  • Polish

  • Arabic

  • Swedish

  • Dutch

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Underwriting Assistant

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Underwriting Assistant Education

Underwriting Assistant

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Top Skills for An Underwriting Assistant


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Top Underwriting Assistant Skills

  1. Insurance Policies
  2. Underwriting Guidelines
  3. Loss Runs
You can check out examples of real life uses of top skills on resumes here:
  • Examined complex commercial insurance policies for accuracy.
  • Assisted brokers in understanding underwriting guidelines and stipulations.
  • Processed requests for loss runs (claims histories) from insurance brokers, attorneys and policyholders.
  • Provide superior customer service by prompt and accurate issuance of bonds & certificates from telephone and fax requests.
  • Assist with training new employees on rating and policy issuance systems and procedures.

Top Underwriting Assistant Employers

Underwriting Assistant Videos

A Day in the Life - Insurance Underwriter

Career: Insurance Underwriter