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Underwriting support specialist skills for your resume and career
15 underwriting support specialist skills for your resume and career
1. Endorsements
- Processed and issued policies and endorsements in Workers Compensation.
- Generate Certified Copies of policies as requested by Agent or Underwriter, including all endorsements.
2. Underwriting Support
- Started as Underwriting Support Representative I and promoted to Level III within 2 years.
- Provided underwriting support with data entry, quote processing and claim analysis.
3. Policy Changes
- Analyzed and processed new business, policy changes, renewals and cancellation within establish authority levels and within company service levels.
- Reviewed applications, financial reports, inspections, independently issued accounts and policy changes within given authority.
4. Insurance Policies
- Processed transactions for all business process on commercial insurance policies.
- Analyzed and processed new insurance policies through company guidelines.
5. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Responded to customer inquiries related to business with Midwest, providing exceptional and timely customer service.
- Provide customer service to agents with questions and provide them with policy/coverage information.
6. Loan Applications
A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.
- Experienced and thorough on all loan applications in determining an applicant's probability to repay the terms of the agreement.
- Analyzed loan application (1003) for accuracy and to identify any risk issues and/or potential misrepresentation.
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A document that documents the history of claims made against a commercial insurance policy is called a loss run. It is comparable to a credit report and it includes information involving the date of the claim, a description of the event and the amount paid. Normally, a loss run will record five years of claim history.
- Solicited renewals and ordered loss runs and experience modifier worksheets.
- Enter accurate data for new and renewal excess workers' compensation submissions for underwriters, including evaluating payrolls and loss runs/data.
8. Data Entry Errors
- Maintained logs of activities and corrected data entry errors.
- Locate and correct data entry errors, or report them to supervisors.
9. Underwriting Guidelines
Underwriting guidelines are a set of rules and requirements an insurer provides to its agents and underwriters. The underwriter then uses these instructions to judge the prospective insured, whether to accept, modify or reject it. These guidelines help the insurers set the criteria for the customer and let them know the amount of money that should be offered to the client, or whether not to offer an insurance policy in the first place.
- Maintain knowledge of underwriting guidelines and regulations.
- Interpreted and explained Freddie Mac's underwriting guidelines, procedures, policies and agency bulletins to internal and external customers.
10. Underwriting Process
- Analyzed and ordered multiple medical records, criminal background checks, and financial information necessary for the underwriting process.
- Created new procedures to make the Underwriting process more efficient.
11. Credit Reports
Credit reports are statements that carry information about your credit affairs and current credit situation like loan payment history and credit accounts status. A credit report acts as history because it contains the record from the day you opened the account till your account balance. Potential lenders and creditors make use of credit reports and decide whether to offer you credit or not and under what conditions.
- Order credit reports, provide status updates, upload appraisals and scan had copy loan files and documents.
- Job Activities Policy maintenance, credit report, and driver's vehicle reports Supervisor Helen Power
12. FHA
The Federal Housing Administration (FHA) stands for a government agency in the United States that offers housing insurance to FHA-approved lenders who follow certain conditions.
- Advanced across roles to perform mortgage underwriting and quality audit assurance process reviews for FHA, VA and Fannie Mae Loans.
- Worked with modifications, conventional and FHA loans.
13. Performance Standards
A performance standard is an expected level of quality that must be met for a process, procedure, or goal to be considered successful or complete. They can be found across a variety of industries including everything from product testing to educational testing.
- Adhered to performance standards for productivity, quality, turnaround time, and data accuracy.
14. Account Executives
Account executives help build good relationships with new and existing clients. They interact with brand teams and clients, making them the point of contact. A sales development representative responsibilities entail facilitating sales, generating potential leads, and referring customers to the best salesperson. To succeed in this job post, you need to have the best customer service, math, analytical, interpersonal, and communication skills. A bachelor's degree in business marketing, sales, or a similar field fits this role.
- Provide technical support for Mortgage Brokers and Account Executives.
- Assist senior management and account executives with complex issues.
15. Underwriting Systems
- Interacted with clients on an everyday basis and maintained data integrity for underwriting system.
- Direct brokers through internet underwriting system.
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What skills help Underwriting Support Specialists find jobs?
Tell us what job you are looking for, we’ll show you what skills employers want.
What type of skills will young underwriting support specialists need?
Going back to the previous answer I believe graduates in all fields of study will need a better knowledge of technology and easier adaptability to changing technology. Again, an IS degree is already preparing students for this.
What technical skills for an underwriting support specialist stand out to employers?
Computer Engineering Chair, Grand Valley State University
As a Computer Engineering professor, I would say the job opportunities are tremendous for students out of college as they can venture into hardware field (technical support, hardware engineer, test engineer and much more) as well as software field (software engineer, software developer, software tester and much more). The possibilities are endless.
With COVID and employees working remotely there is still ample opportunity to enhance your technical and interpersonal skills as I believe remote working might stay for a while till things get back to normal.
What soft skills should all underwriting support specialists possess?
Robert Vinaja Ph.D.
Assistant Professor of Computer Information Systems, Texas A&M University San Antonio
-Attention to detail.
-Problem-solving and analytical skills.
List of underwriting support specialist skills to add to your resume

The most important skills for an underwriting support specialist resume and required skills for an underwriting support specialist to have include:
- Endorsements
- Underwriting Support
- Policy Changes
- Insurance Policies
- Customer Service
- Loan Applications
- Loss Runs
- Data Entry Errors
- Underwriting Guidelines
- Underwriting Process
- Credit Reports
- FHA
- Performance Standards
- Account Executives
- Underwriting Systems
- Mortgage Loans
- Policy Transactions
- Motor Vehicle
- Tax Returns
- Mortgage Insurance
- Outbound Calls
- Insurance Applications
- UW
- Fannie MAE
- FNMA
- Loan Data
- QAS
- Underwriting Approval
- AS400
- Underwriting Decisions
- State Laws
- Loan Packages
- AUS
- Loan Modifications
- Customer Inquiries
- Telephone Support
- Insurance Coverage
- Computer System
Updated January 8, 2025