Job Description

• Review insurance applications, loss runs, financial statements, and supporting documentation
• Analyze risk characteristics and assist in underwriting decisions within established guidelines
• Prepare quotes, binders, endorsements, and policy documentation
• Support senior underwriters in managing renewals and new business submissions
• Maintain accurate underwriting files and documentation in agency management and underwriting systems
• Communicate with brokers, agents, and clients regarding underwriting requirements and policy information
• Monitor pending items, renewals, and follow-up activities to meet service standards
• Assist with portfolio analysis, reporting, and data entry
• Ensure compliance with company underwriting guidelines, regulatory standards, and internal procedures

• Bachelor’s degree and / 1–3 years of insurance, underwriting, banking, finance, or related analytical experience  
• Relevant insurance coursework, certifications, or internships are a plus
• Progress toward industry designations such as CPCU, AU, or ARM is preferred but not required

• Proficiency with Microsoft Office Suite, especially:
  • Excel (data analysis, formulas, pivot tables)
  • Outlook
  • Word
• Experience using:
  • Underwriting platforms
  • Policy administration systems
  • CRM or agency management software
  • Document management systems

• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a deadline-driven environment
• High attention to detail and accuracy
• Strong organizational and time management skills

• Property and Casualty Insurance License