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Become An Underwriting Assistant

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Working As An Underwriting Assistant

  • $36,740

    Average Salary

What Does An Underwriting Assistant Do

Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.

Duties

Financial clerks typically do the following:

  • Keep and update financial records
  • Compute bills and charges
  • Offer customer assistance
  • Carry out financial transactions

Financial clerks give administrative and clerical support in financial settings. Their specific job duties vary by specialty and by setting.

Billing and posting clerks calculate charges, develop bills, and prepare them to be mailed to customers. They review documents such as purchase orders, sales tickets, charge slips, and hospital records to compute fees or charges due. They also contact customers to get or give account information.

Gaming cage workers work in casinos and other gaming establishments. The “cage” in which they work is the central depository for money and gaming chips. Gaming cage workers sell gambling chips, tokens, or tickets to patrons. They count funds and reconcile daily summaries of transactions in order to balance books.

Payroll and timekeeping clerks compile and post employee time and payroll data. They verify and record attendance, hours worked, and pay adjustments. They ensure that employees are paid on time and that their paychecks are accurate.

Procurement clerks compile requests for materials, prepare purchase orders, keep track of purchases and supplies, and handle questions about orders. They respond to questions from customers and suppliers about the status of orders. They handle requests to change or cancel orders. They make sure that purchases arrive on schedule and that the items meet the purchaser’s specifications.

Brokerage clerks help with tasks associated with securities such as stocks, bonds, commodities, and other kinds of investments. Their duties include writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, distributing dividends, and keeping records of daily transactions and holdings.

Credit authorizers, checkers, and clerks review the credit history, and get the information needed to determine the creditworthiness, of individuals or businesses applying for credit. Credit authorizers evaluate customers’ computerized credit records and payment histories to decide, based on predetermined standards, whether to approve new credit. Credit checkers call or write credit departments of business and service establishments to get information about applicants’ credit standing.

Loan interviewers, also called loan processors or loan clerks, interview applicants and others to get and verify personal and financial information needed to complete loan applications. They also prepare the documents that go to the appraiser and are issued at the closing of a loan.

New accounts clerks interview people who want to open accounts in financial institutions. They explain the account services available to prospective customers and help them fill out applications. They also investigate and correct errors in accounts.

Insurance claims and policy processing clerks process applications for insurance policies. They also handle customers’ requests to change or cancel their existing policies. Their duties include interviewing clients and reviewing insurance applications to ensure that all questions have been answered. They also notify insurance agents and accounting departments of policy cancellations or changes.

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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.

Education

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.

Training

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.

Advancement

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
Loan Processor Office Manager
Account Manager
5 Yearsyrs
Office Manager Accounts Payable Clerk Staff Accountant
Accounting Manager
8 Yearsyrs
Senior Underwriter Auditor Accounts Receivable Specialist
Accounts Receivable Manager
6 Yearsyrs
Loan Processor Loan Officer Office Manager
Administrative Manager
6 Yearsyrs
Office Manager Accountant Accounting Manager
Assistant Controller
6 Yearsyrs
Analyst Finance Analyst
Assistant Vice President
7 Yearsyrs
Analyst Underwriter Auditor
Audit Manager
6 Yearsyrs
Account Manager Sales Manager Operations Manager
Branch Manager
6 Yearsyrs
Account Manager Account Executive Office Manager
Business Office Manager
8 Yearsyrs
Claim Processor Reimbursement Specialist Client Manager
Client Account Manager
6 Yearsyrs
Account Executive Territory Sales Manager Unit Manager
Collections Manager
5 Yearsyrs
Commercial Underwriter Account Executive Territory Sales Manager
Commercial Account Manager
8 Yearsyrs
Underwriting Technician Underwriter Commercial Lines Underwriter
Commercial Lines Manager
9 Yearsyrs
Office Administrator Accountant Senior Auditor
Controls Manager
7 Yearsyrs
Underwriter Assistant Vice President Operations Vice President
Executive Vice President
11 Yearsyrs
Office Administrator Program Coordinator Grant Writer
Grant Manager
7 Yearsyrs
Business Analyst Finance Manager Car Wash Manager
New Business Manager
7 Yearsyrs
Account Executive Personal Banker Loan Processor
Senior Loan Processor
6 Yearsyrs
Underwriter Senior Underwriter
Underwriting Manager
8 Yearsyrs
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Do you work as an Underwriting Assistant?

Underwriting Assistant Demographics

Gender

Female

78.7%

Male

19.4%

Unknown

1.8%
Ethnicity

White

62.5%

Hispanic or Latino

15.2%

Black or African American

11.5%

Asian

7.2%

Unknown

3.5%
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Languages Spoken

Spanish

49.4%

Carrier

5.8%

Mandarin

4.7%

Russian

4.7%

Cantonese

4.7%

French

4.1%

Portuguese

4.1%

Chinese

3.5%

German

3.5%

Italian

2.3%

Japanese

2.3%

Vietnamese

1.7%

Hindi

1.7%

Greek

1.7%

Korean

1.2%

Urdu

1.2%

Polish

1.2%

Arabic

1.2%

Swedish

0.6%

Dutch

0.6%
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Underwriting Assistant Education

Schools

University of Phoenix

24.4%

Kaplan University

7.1%

University of Connecticut

5.7%

American InterContinental University

4.9%

Illinois State University

4.6%

Virginia Commonwealth University

4.6%

Central Connecticut State University

4.6%

DePaul University

4.2%

Georgia State University

3.9%

Southern New Hampshire University

3.9%

Liberty University

3.9%

Strayer University

3.9%

University of Central Florida

3.5%

University of Iowa

3.2%

University of Washington

3.2%

Capella University

3.2%

University of Cincinnati

2.8%

Florida State College at Jacksonville

2.8%

Pennsylvania State University

2.8%

Metropolitan Community College

2.8%
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Majors

Business

34.7%

Insurance

6.5%

Accounting

6.2%

Finance

5.7%

Health Care Administration

5.5%

Psychology

5.3%

Communication

4.0%

Management

3.9%

Marketing

3.3%

Criminal Justice

3.0%

General Studies

2.8%

Liberal Arts

2.7%

English

2.4%

Legal Support Services

2.3%

Economics

2.2%

Human Resources Management

2.1%

Nursing

2.0%

Education

1.9%

Sociology

1.9%

Computer Science

1.7%
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Degrees

Bachelors

41.3%

Other

28.5%

Associate

12.4%

Masters

8.6%

Certificate

6.3%

License

1.4%

Diploma

1.0%

Doctorate

0.6%
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Top Skills for An Underwriting Assistant

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  1. Underwriting Guidelines
  2. Insurance Policies
  3. Loss Runs
You can check out examples of real life uses of top skills on resumes here:
  • Analyzed customer operations in order to determine credit worthiness in accordance with underwriting guidelines.
  • Provided guidance and interpreted insurance material to brokers to help ensure their understanding of the company requirements regarding new insurance policies.
  • Produce loss runs, invoices, and various other policy forms including endorsements and amendments.
  • Provided timely and professional customer service to agencies to facilitate the processing of transactions.
  • Work with the unit underwriters to bind, book, and issue policies, process endorsements and to maintain Broker relationships.

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Top Underwriting Assistant Employers

Jobs From Top Underwriting Assistant Employers

Underwriting Assistant Videos

A Day in the Life - Insurance Underwriter

Career: Insurance Underwriter

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