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Underwriting specialist vs personal lines underwriter

The differences between underwriting specialists and personal lines underwriters can be seen in a few details. Each job has different responsibilities and duties. Additionally, a personal lines underwriter has an average salary of $69,706, which is higher than the $63,325 average annual salary of an underwriting specialist.

The top three skills for an underwriting specialist include customer service, underwriting guidelines and financial statements. The most important skills for a personal lines underwriter are insurance policies, underwriting decisions, and loss ratio.

Underwriting specialist vs personal lines underwriter overview

Underwriting SpecialistPersonal Lines Underwriter
Yearly salary$63,325$69,706
Hourly rate$30.44$33.51
Growth rate-4%-4%
Number of jobs25,16419,754
Job satisfaction--
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 64%
Average age4444
Years of experience--

What does an underwriting specialist do?

An underwriting specialist is responsible for reviewing clients' applications in availing financial services and determining their eligibility by analyzing credit scores and risk potential. Underwriting specialists record all necessary information and may ask for additional requirements for further investigation. They assess policy applications and implement terms and conditions upon approval and ensure that the clients understood the process to prevent miscommunication and payment delays. An underwriting specialist must have extensive knowledge of the loan and insurance disciplines to identify coverage and limitations for efficient contract negotiations.

What does a personal lines underwriter do?

A personal lines underwriter works at insurance companies to ensure that clients are eligible to receive insurance services. Their responsibilities include gathering and analyzing insurance applications, verifying client information, studying financial histories and occupational risks, and conducting interviews. They may also perform clerical support tasks such as preparing and processing documents, handling calls and correspondence, and updating databases. Moreover, a personal lines underwriter typically works in a team setting, which requires an active communication line for a smooth and efficient workflow.

Underwriting specialist vs personal lines underwriter salary

Underwriting specialists and personal lines underwriters have different pay scales, as shown below.

Underwriting SpecialistPersonal Lines Underwriter
Average salary$63,325$69,706
Salary rangeBetween $39,000 And $101,000Between $43,000 And $111,000
Highest paying CityBoston, MANew York, NY
Highest paying stateMassachusettsNew York
Best paying companyAIGCapital Group
Best paying industryFinanceInsurance

Differences between underwriting specialist and personal lines underwriter education

There are a few differences between an underwriting specialist and a personal lines underwriter in terms of educational background:

Underwriting SpecialistPersonal Lines Underwriter
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Underwriting specialist vs personal lines underwriter demographics

Here are the differences between underwriting specialists' and personal lines underwriters' demographics:

Underwriting SpecialistPersonal Lines Underwriter
Average age4444
Gender ratioMale, 39.0% Female, 61.0%Male, 43.1% Female, 56.9%
Race ratioBlack or African American, 8.9% Unknown, 2.5% Hispanic or Latino, 10.0% Asian, 5.8% White, 72.4% American Indian and Alaska Native, 0.4%Black or African American, 9.2% Unknown, 2.5% Hispanic or Latino, 9.8% Asian, 5.7% White, 72.5% American Indian and Alaska Native, 0.4%
LGBT Percentage9%9%

Differences between underwriting specialist and personal lines underwriter duties and responsibilities

Underwriting specialist example responsibilities.

  • Risk assessment to achieve profitability on assign book of business through renewal calculations and RFP responses.
  • Manage the execution of underwriting, portfolio analysis and account- base decision making in accordance with establish guidelines and processes.
  • Work closely with post-closing on VA deficiency response and actions, in addition to HUD & FNMA.
  • Analyze risk and apply underwriting guidelines to decision loan applications and grow profitable loan portfolio.
  • Underwrite PPO, EPO, HMO, POS and other health benefits.
  • Mentore, and utilize strong negotiation skills working with diverse group of associates.
  • Show more

Personal lines underwriter example responsibilities.

  • Review individual mortgage origination/post origination documentation and perform database research.
  • Review individual mortgage origination/post origination documentation and perform database research.

Underwriting specialist vs personal lines underwriter skills

Common underwriting specialist skills
  • Customer Service, 18%
  • Underwriting Guidelines, 9%
  • Financial Statements, 6%
  • Underwriting Process, 5%
  • Life Insurance, 5%
  • Loss Control, 4%
Common personal lines underwriter skills
  • Insurance Policies, 12%
  • Underwriting Decisions, 9%
  • Loss Ratio, 9%
  • Strong Analytical, 6%
  • Inspection Reports, 5%
  • Renewal Retention, 5%

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