FIND PERSONALIZED JOBS
Sign up to Zippia and discover your career options with your personalized career search.

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Forgot Password?

Don't have an account? Sign Up

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

FIND
PERSONALIZED JOBS

Become An Underwriting Assistant

Where do you want to work?

To get started, tell us where you'd like to work.
Sorry, we can't find that. Please try a different city or state.

Working As An Underwriting Assistant

  • $37,530

    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.

Show More

Show Less

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.

Show More

Show Less

Underwriting Assistant jobs

NO RESULTS

Aw snap, no jobs found.

Add To My Jobs

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
Show More

Underwriting Assistant Demographics

Gender

Female

77.3%

Male

20.9%

Unknown

1.8%
Ethnicity

White

80.2%

Hispanic or Latino

10.7%

Asian

6.8%

Unknown

1.7%

Black or African American

0.6%
Show More
Languages Spoken

Spanish

49.5%

Carrier

6.0%

French

4.3%

Russian

4.3%

Cantonese

4.3%

Portuguese

4.3%

German

4.3%

Mandarin

3.8%

Chinese

3.3%

Greek

2.2%

Italian

2.2%

Japanese

2.2%

Vietnamese

1.6%

Hindi

1.6%

Korean

1.6%

Urdu

1.1%

Polish

1.1%

Arabic

1.1%

Swedish

0.5%

Dutch

0.5%
Show More

Underwriting Assistant Education

Schools

University of Phoenix

24.5%

Kaplan University

6.9%

University of Connecticut

5.9%

Central Connecticut State University

5.2%

Liberty University

4.8%

Virginia Commonwealth University

4.5%

Georgia State University

4.5%

American InterContinental University

4.5%

Illinois State University

4.1%

Strayer University

4.1%

DePaul University

3.8%

Southern New Hampshire University

3.8%

University of Central Florida

3.4%

University of Central Oklahoma

3.1%

University of Iowa

3.1%

University of North Texas

2.8%

Michigan State University

2.8%

Roosevelt University

2.8%

Arizona State University

2.8%

University of Washington

2.8%
Show More
Majors

Business

35.0%

Insurance

6.8%

Accounting

6.6%

Finance

5.9%

Health Care Administration

5.3%

Psychology

5.0%

Management

3.9%

Communication

3.3%

Marketing

3.3%

Criminal Justice

2.8%

Liberal Arts

2.8%

General Studies

2.6%

Legal Support Services

2.4%

English

2.4%

Economics

2.3%

Nursing

2.1%

Human Resources Management

2.1%

Sociology

1.9%

Education

1.8%

Computer Science

1.7%
Show More
Degrees

Bachelors

41.3%

Other

28.2%

Associate

12.5%

Masters

8.9%

Certificate

6.0%

License

1.3%

Diploma

1.0%

Doctorate

0.7%
Show More
Job type you want
Full Time
Part Time
Internship
Temporary

Top Skills for An Underwriting Assistant

InsurancePoliciesUnderwritingGuidelinesLossRunsCustomerServicePolicyIssuanceGeneralLiabilityAutoDataEntryBindersFinancialStatementsNewBusinessPoliciesMotorVehicleReportsAuditLossControlNewAccountsInsuranceCompanyUnderwritingDepartmentInsuranceApplicationsPolicyChangesAssistUnderwriters

Show More

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

×