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Become An Underwriting Associate

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Working As An Underwriting Associate

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Performing for or Working Directly with the Public
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Deal with People

  • Mostly Sitting

  • Make Decisions

  • $48,200

    Average Salary

What Does An Underwriting Associate Do At Wells Fargo

* spreading historical financial statements; spreading financial projections; calculating financial covenants; performing financial analysis, performing collateral analysis, calculating yield analysis; performing industry analysis; and assisting with financing memorandums.
* Coordination of the prospect due diligence information including historical financial statements, 10K’s, projected financial projections, background searches/compliance documentation, representations & warranties; etc.
* Interface and coordinate with the Originations, Loan Administration, Syndications, 3rd Party Appraisal Firms, 3rd Party Documentation Attorneys, Other Lenders, Etc.
* Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
* They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following, and adhering to and if applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions

What Does An Underwriting Associate Do At Combined Insurance

* Duties may include are not limited to:
* Handle clearance of new submissions and file set-up of new policies.
* Identify forms and endorsements used in policy construction.
* Handle general correspondence and renewal letters.
* Maintain service standards by timely response to broker requests and timely receipt of underwriting information.
* Communicate with customers to confirm or obtain data needed for policy issuance and servicing.
* Prepare at the direction of the Underwriter quotations, binders and or policies.
* Conduct account inquiries in various management systems.
* Handle special projects as assigned

What Does An Underwriting Associate Do At Goldman Sachs & Co.

* Partnering with business units and broader Credit department to assess data availability, data sufficiency, and appropriate modelling approaches.
* Initiate and conduct complex research projects and/or statistical models in programs such as account acquisitions, account management, collections, fraud and operations.
* Heavy emphasis is placed on analysis, summary, recommendation, and presentation steps.
* Monitors and evaluates performance of credit support systems utilizing external and internal scoring data, management software packages or programs to aid in managing account acquisition and portfolio management and other functions with minimal management supervision.
* Initiate and conduct studies of customer groups and product types and develop statistical/financial models for projections (i.e. acquisition financial models, loss forecasts, capacity planning).
* Also involved in the development of models for projections (e.g. delinquency and charge-offs, cost and profitability, credit limit setting, and other aspects of account management).
* Gathers and analyzes economic data to determine potential impact on business operations.
* Designs and writes programs for statistical analysis of portfolio performance.
* Evaluate, implement and monitor internal and external credit scoring models and/or financial forecasting models using both traditional and other advanced predictive technologies.
* May use segmentation and optimization tools in strategy development.
* Adhere strictly to compliance and operational risk controls in accordance with company and regulatory standards, policies and practices; report control weaknesses, compliance breaches and operational loss events.
* Establish requirements for data maintenance and management and working with Technology on implementation

What Does An Underwriting Associate Do At Travelers

* Underwrites primarily moderately complex accounts and risks and considers different approaches toward risks to maximize profitability (e.g., pricing, retention, endorsements, limits, indemnity, security.) Uses good judgment in making decisions within own underwriting authority and makes recommendations on other accounts to meet business objectives.
* Initiates collaborative discussions.
* Distribution and Agency Management: Effectively manages assigned agents/brokers by developing and maintaining relationships to write and retain accounts consistent with business unit appetite.
* Frequently meets with agents/brokers and insureds in order to build and maintain business relationship.
* Sales: Uses consultative marketing / sales skills and successfully employs a consultative selling approach to market products to agents and brokers.
* Identifies and captures new business opportunities and effectively cross sells market segment and Travelers products/businesses.
* Develops agency sales/business plan and frequently partners with MD to develop region/group sales plan.
* Negotiation: Negotiates skillfully in difficult situations.
* Executes Strategy and Drives Results: Develops and executes on a plan to meet business objectives.
* Anticipates and identifies moderately complex underwriting/marketing problems, thoroughly analyzes available information and makes timely practical decisions.
* Business Planning and Collaboration: Fosters collaboration within the business unit and across the enterprise.
* Seeks enterprise-wide solutions to business problems.
* Assists less experienced employees when appropriate.
* Leading Others: In addition to leading self, may coach less experienced staff members.
* May participate in the training of less experienced Account Executives.
* Other duties as assigned.
* Job Opening ID:
* BR
* Environmental/Work Schedules/Other:
* Travel 10
* of time.
* Equal Employment Opportunity Statement:
* Travelers is an equal opportunity employer

What Does An Underwriting Associate Do At Metlife

* Determine if the basic required information is provided in the request for proposal
* Upload documentation into electronic files
* Decide if risk is acceptable/suitable for MetLife
* Gather plan design and group information; analyze and offer comparable plan design
* Evaluate and analyze data to input plan design information and census data into the rating system
* Generate manual rate calculations on all submitted non-experience rated cases with 2
* lives and make pricing decisions within defined parameters
* Position plan designs and rates appropriately
* Advise/Consult with sales office personnel when submitted cases fall outside published pricing, underwriting and/or administration guidelines
* Reach out to brokers and sales for missing information needed to provide a quote
* Meet specified metrics for production, quality and turnaround time
* Quoting authority and decision making authority of new business quotes for groups with 2
* lives as deemed appropriate through pricing authority levels
* Approving final rates
* Other various functions that support workload balancing including RFP in-take

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How To Become An Underwriting Associate

Although most employers require agents to have a high school diploma, many agents have a bachelor’s degree. Agents must be licensed in the states where they work.


A high school diploma is the typical requirement for insurance sales agents, although a bachelor’s degree can improve one’s job prospects. Public-speaking classes can be useful in improving sales techniques, and often agents will have taken courses in business, finance, or economics. Business knowledge is also helpful for sales agents hoping to advance to a managerial position.


Insurance sales agents learn many of their job duties on the job from other agents. Many employers have new agents shadow an experienced agent. This practice allows the new agent to learn how to conduct the company’s business and to understand how the agency interacts with clients.

Employers also are increasingly placing greater emphasis on continuing professional education as the variety of financial products sold by insurance sales agents grows. Changes in tax laws, government benefits programs, and other state and federal regulations can affect the insurance needs of clients and the way in which agents conduct business. Agents can enhance their selling skills and broaden their knowledge of insurance and other financial services by taking courses at colleges and universities or by attending conferences and seminars sponsored by insurance organizations.

Licenses, Certifications, and Registrations

Insurance sales agents must have a license in the states where they work. Separate licenses are required for agents to sell life and health insurance and property and casualty insurance. In most states, licenses are issued only to applicants who complete specified courses and who pass state exams covering insurance fundamentals and state insurance laws. Most state licensing authorities also require agents to take continuing education courses focusing on insurance laws, consumer protection, ethics, and the technical details of various insurance policies.

As the demand for financial-planning services increases, many agents also choose to get licensed and certified to sell securities and other financial products. Licensing and certification requires substantial study time to pass an additional exam—either the Series 6 or Series 7 licensing exam, both of which are administered by the Financial Industry Regulatory Authority (FINRA). The Series 6 exam is for agents who want to sell only mutual funds and variable annuities. The Series 7 exam is the main FINRA series license, which qualifies agents as general securities sales representatives.

A number of organizations offer certifications that show an agent’s expertise in insurance specialties. These certifications are not required for employment, but they can give job candidates an advantage over other applicants. Certifications also can be a source of continuing education credit. For details on specific designations, contact The Institutes and The American College of Financial Services.

Important Qualities

Analytical skills. Insurance sales agents must evaluate the characteristics of each client to determine the appropriate insurance policy.

Communication skills. Insurance sales agents must be able to communicate effectively with customers by listening to their requests and suggesting suitable policies.

Initiative. Insurance sales agents need to actively seek out new customers to maintain a flow of commissions.

Self-confidence. Insurance sales agents should be confident when making “cold” calls (calls to prospective customers who have not been contacted before). They must speak clearly and persuasively and maintain their composure if rejected.

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Underwriting Associate jobs

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Underwriting Associate Career Paths

Underwriting Associate
Underwriter Quality Control Technician
Account Manager
5 Yearsyrs
Account Manager Billing Specialist Accounts Receivable Specialist
Accounts Receivable Manager
6 Yearsyrs
Account Executive Office Manager Property Manager
Asset Manager
7 Yearsyrs
Commercial Lines Underwriter Senior Underwriter
Assistant Vice President
7 Yearsyrs
Senior Underwriter Account Executive Office Manager
Business Office Manager
8 Yearsyrs
Senior Loan Processor Underwriting Assistant Commercial Lines Account Manager
Commercial Account Executive
7 Yearsyrs
Assistant Vice President Sales/Marketing Territory Sales Manager
Commercial Account Manager
8 Yearsyrs
Underwriting Technician Commercial Lines Underwriter
Commercial Lines Account Manager
8 Yearsyrs
Commercial Underwriter Commercial Lines Underwriter
Commercial Lines Manager
6 Yearsyrs
Business Analyst Assistant Vice President Compliance Officer
Compliance Manager
9 Yearsyrs
Senior Associate Chief Executive Officer Sales Agent
Customer Account Executive
5 Yearsyrs
Business Analyst Project Manager President
Managing Member
8 Yearsyrs
Senior Associate Operations Manager Realtor
Property Management Specialist
6 Yearsyrs
Underwriting Technician Underwriter Risk Manager
Risk Management Director
7 Yearsyrs
Commercial Underwriter Account Executive Assistant Vice President
Risk Manager
8 Yearsyrs
Account Executive Specialist Analyst
Senior Associate
5 Yearsyrs
Account Manager Director Of Sales Vice President
Senior Vice President
12 Yearsyrs
Underwriter Senior Underwriter
Underwriting Manager
8 Yearsyrs
Commercial Lines Underwriter Underwriter Assistant Vice President
Vice President
8 Yearsyrs
Senior Underwriter Assistant Vice President
Vice President And Manager
10 Yearsyrs
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Underwriting Associate Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Chinese

  • Carrier

  • Russian

  • Mandarin

  • Portuguese

  • Ukrainian

  • German

  • Japanese

  • Hindi

  • Polish

  • Korean

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Underwriting Associate

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Underwriting Associate Education

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Real Underwriting Associate Salaries

Job Title Company Location Start Date Salary
Underwriting Associate, Engineering Large and Spec Nationale Suisse Latin America LLC Miami, FL Jan 15, 2014 $210,000
Underwriting Associate, Engineering Large & Specia Nationale Suisse Latin America LLC Miami, FL Jan 15, 2011 $165,000
Underwriting Associate Jpmorgan Chase & Co. New York, NY Jun 09, 2016 $82,000 -
Underwriting Associate Plymouth Rock Assurance Corporation Boston, MA Sep 26, 2010 $79,750
Underwriting Associate Plymouth Rock Assurance Corporation Boston, MA Apr 26, 2010 $68,000
Underwriting Associate Colony American Finance, LLC Irvine, CA Dec 15, 2014 $65,000
Underwriting Associate Plymouth Rock Assurance Corporation Boston, MA Jul 02, 2010 $64,918
Senior Specialty Underwriting Associate The Chubb Corporation New York, NY Jun 01, 2014 $58,000

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Top Skills for An Underwriting Associate


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Top Underwriting Associate Skills

  1. Insurance Policies
  2. Underwriting Guidelines
  3. Loss Control Reports
You can check out examples of real life uses of top skills on resumes here:
  • Communicated with two hundred agents to solve questions regarding company guidelines that pertained to their customer's insurance policies.
  • Volunteered for Project Team to revise and update internal company disability underwriting guidelines.
  • Provide summary analysis after reviewing loss control reports, inspection reports, and financial records.
  • Analyzed corporate financial statements and annual reports to ensure reliability of information and company performance.
  • Related Customer Service and Retail Experiences

Top Underwriting Associate Employers

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