An Underwriting Assistant will support the Underwriters by performing various tasks such as receiving, documenting, assessing and processing insurance solutions. The work responsibilities mentioned on the Underwriting Assistant Resume include these – assisting underwriting agents in performing their daily tasks, assisting in the development or monitoring of premium rates, evaluating the potential loss occurred through catastrophic events, maintaining an accurate record of all new policies and renewals, and assisting in business development by implementing new sales and marketing efforts.
Those willing to serve the insurance industry must demonstrate the following skills and abilities in their resumes – extensive knowledge of financial and credit industries, a deep understanding of rules and regulations governing investment, insurance and banking sectors; and relevant software knowledge. Educational requirements vary as per the working industry, but most employers prefer to hire those having degree in finance-related disciplines.
Summary : Senior Assistant Underwriter with 8 plus years of experience in the Finance domain is seeking a challenging position that will take advantage of my experience and acquired skills in customer services to positively influence company operations, performance, and profitability.
Skills : Problem Solving, Critical Thinker, Fully Bilingual: Fluent Spanish Speaker/Writer, Creative Writer, Excel In Client Relationship Development, Proficient In Training And Development, Active Listening, Courteous Demeanor.
Description :
Processing (property-casualty) new business/renewals and endorsements for assigned accounts and handles basic underwriting analysis for some routine new business applications.
Entering all risk and exposure information into underwriting rating system.
Rating and underwriting guidelines to calculate premiums which adequately reflect applicants exposure all while remaining within given underwriter authority.
Maintaining the records of Property Casualty (PC) losses, endorsements or other pertinent information on assigned accounts.
Understanding the key components of common products in the property-casualty line of business or insurance segment.
Running the daily report to identify new endorsement requests that need reviewed for authority and missing information to log accordingly.
Interacting with the customers by phone or provide customer service for personal lines of insurance and ensured the best service possible.
Experience
7-10 Years
Level
Senior
Education
Business Administration
Assistant Underwriter Resume
Objective : Young, energetic and highly ambitious Assistant Underwriter with 2 years of experience is looking for a long-term, goal-oriented position. Most importantly, looking for growth potential within a reputable organization.
Supported the underwriters and agents in accessing the breadth of products and markets.
Bind risk, post the invoice and process technical data into conception as well as other on-line formats.
Screened the renewal applications, perform some of the underwritings and prepared the quotes for underwriter approval.
Maintained producer files including distribution of marketing brochures and mailing contract information to new producers.
Followed-up for any outstanding information needed to complete the underwriting file.
Ordered and followed-up on inspections and referral for the underwriter as necessary.
Managed a book of business by analyzing the policy, identifying errors and making sure pricing is accurate for the client.
Experience
2-5 Years
Level
Junior
Education
Business Management
Assistant Underwriter Resume
Summary : Talented insurance Assistant Underwriter with 8 years of ex[eirnece adept at evaluating, classifying, and rating each risk to determine acceptability, coverage, and pricing.
Skills : Peachtree Accounting Complete, Quick M-D (Medical System), Basic Medical Coding Experience, Geaux Underwriting Management System, real safe, Audit Unplugged, Saferstat, Great Communication, Quick Learning Abilities
Description :
Accepted, modified or rejected risks based on a review of business in terms of loss experience, inspection reports, file information, web resources, policyholder tenure and the nature of the risk in accordance with company guidelines.
Amplified customer satisfaction by meeting company processing standards and executing a precise and thorough review of all work processed.
Identified, evaluated and presented alternative policies and compliance information to management.
Reviewed borrower loan documents and work with originating underwriter to approve mortgage loans for borrowers located throughout the united states.
Managed the department file rushes to meet or exceed our 48 hour turnaround time.
Assisted the department Director on escalated files and ensured turnaround times are met for each Underwriter in the department.
Reviewed the newly issued policies for items that are needed, and follow up with insureds as needed.
Experience
7-10 Years
Level
Senior
Education
BA
Assistant Underwriter Resume
Summary : Assistant Underwriter with 18 plus years of experience in the Finance domain. Strong experience in the analytical and problem-solving environment. Hard-working team player with great communication skills and a perfect attendance record. Excellent time management and organizational skills; able to work independently. Effectively deal with high customer expectations and establish positive relationships.
Skills : Proficient In Microsoft Office, Agency Works, Insurance Quoting Software, Publisher, Print Shop, Exact Target And Constant Contact
Description :
Underwriting new and renewing the accounts for assigned territory or specially assigned accounts.
Corresponding with insureds or agents to obtain additional information.
Verifying application information if necessary, determining appropriate rate classes and assigning proper rates.
Responding to customer inquiries, requests, and coverage questions.
Performing the duties of an underwriter to answer policy and underwriting questions as well as to take down information.
Coordinating the facultative reinsurance coverage and pricing with reinsurers on new and renewal business when necessary, due to the type of exposure or limits of liability.
Promoting the consistency amongst underwriting teams by contributing knowledge and soliciting feedback relative to underwriting philosophy and company goals.
Maintaining the confidentiality with discretion and integrity with both internal and external information.
Processed cancellations, endorsements, notices of non-renewal, renewal notices and loss run requests for all policies written by the company.
Experience
10+ Years
Level
Consultant
Education
MBA
Underwriting Assistant Resume
Objective : Dedicated Underwriting Assistant with over two years of experience in processing applications and ensuring compliance with underwriting guidelines. Proven ability to analyze data, support senior underwriters, and enhance client service. Eager to contribute to a dynamic team and leverage strong organizational skills to improve operational efficiency.
Skills : Risk Assessment, Data Entry, Policy Review, Client Communication
Description :
Process all incoming applications efficiently and accurately.
Verify merchant application information and compile results for senior underwriters.
Conduct thorough checks against internal databases to ensure accurate data entry.
Implement new information procedures to enhance application processing.
Coordinate with client services to handle cancellation requests promptly.
Assist relationship managers by ensuring proper documentation for changes.
Maintain organized records for digital and paper requests, adhering to archiving procedures.
Experience
0-2 Years
Level
Entry Level
Education
ABA
Junior Underwriting Assistant Resume
Objective : Motivated Junior Underwriting Assistant with five years of experience in processing applications and managing compliance with underwriting standards. Skilled in data analysis and supporting underwriters to enhance operational efficiency. Committed to delivering high-quality service and contributing to team success in a fast-paced environment.
Delivered timely new issue and renewal policies, ensuring compliance with underwriting guidelines.
Prepared comprehensive renewal policies for underwriter review and pricing, enhancing decision-making processes.
Maintained accurate records of authority and premium guidelines, improving operational efficiency.
Assisted underwriters in evaluating insurance applications and risks.
Coordinated loss runs and specific rates from industry-standard organizations for accurate underwriting.
Processed quotes and new business transactions, contributing to departmental growth.
Reviewed and analyzed insurance applications for accuracy.
Experience
2-5 Years
Level
Junior
Education
B.S. in BA
Underwriting Assistant Resume
Objective : Accomplished Underwriting Assistant with two years of experience in evaluating insurance applications and ensuring adherence to underwriting standards. Adept at data analysis and providing essential support to underwriters. Passionate about enhancing operational processes and delivering exceptional client service in a collaborative environment.
Skills : Microsoft Office Suite, Mathematical Skills, Risk Evaluation, Quality Assurance, Process Improvement, Workflow Management
Description :
Conducted thorough data entry of binding information, ensuring accuracy in form selection and exposure details.
Managed filing in ImageRight for all subjectivities, guaranteeing timely follow-up for missing documentation.
Calculated and processed monetary and non-monetary endorsements, including address changes.
Executed policy cancellations and reinstatements in compliance with state regulations.
Maintained organized records of endorsements, cancellations, and related activities in ImageRight.
Acted as a Subject Matter Expert for Project Phoenix, contributing to the development of a new operating system.
Performed daily data reviews and entry for the Energy Groups insurance binders, assisting with submission clearance.
Experience
0-2 Years
Level
Entry Level
Education
B.S. in BA
Senior Underwriting Assistant Resume
Summary : With a decade of experience in underwriting support, I excel in processing applications and ensuring adherence to compliance standards. My expertise in data analysis and client communication enhances team efficiency and fosters strong relationships. I am dedicated to driving operational improvements and delivering high-quality results in a collaborative environment.
Skills : Insurance Management Systems, Agency Management Systems, Client Relationship Management, Analytical Skills, Attention To Detail, Time Management
Description :
Managed incoming communications from agents and clients, ensuring prompt responses and issue resolution.
Conducted comprehensive reviews of renewal applications, analyzing previous policy data.
Collaborated with underwriters on complex cases, providing essential insights for decision-making.
Monitored compliance deadlines, facilitating timely renewals and mitigating non-renewal risks.
Trained and developed junior underwriting assistants, enhancing team capabilities.
Progressed from Underwriting Administrative Assistant to Underwriting Assistant through demonstrated competence.
Maintained accurate records of underwriting activities to support audit processes.
Experience
7-10 Years
Level
Senior
Education
B.S.B.A.
Underwriting Assistant Resume
Headline : With 7 years in underwriting assistance, I specialize in processing applications and ensuring compliance with industry standards. My analytical skills and attention to detail support underwriters in optimizing workflows and enhancing client satisfaction. I thrive in collaborative environments and aim to drive efficiency and accuracy in all underwriting processes.
Skills : Data Entry And Management, Risk Assessment And Analysis, Document Preparation And Review, Proficient In Excel, Report Generation, Presentation Development
Description :
Processed and reviewed submissions and renewals, ensuring accurate entry of risk data into the management system.
Managed binders, certificates, endorsements, and cancellations in compliance with underwriting guidelines.
Compiled and submitted activity logs to agency management for performance tracking.
Conducted follow-ups with clients regarding loss control and information requests.
Ensured data integrity by verifying and updating information in the system.
Facilitated the scanning of outdated records to streamline document storage.
Identified and addressed system discrepancies and account issues efficiently.
Experience
5-7 Years
Level
Management
Education
B.S. in BA
Senior Underwriting Coordinator Resume
Summary : With a decade of comprehensive experience in underwriting coordination, I excel in managing complex insurance applications and ensuring compliance with industry regulations. My strong analytical skills and attention to detail streamline processes and enhance client satisfaction. I am passionate about contributing to team success and driving operational excellence in a fast-paced environment.
Skills : Aloha Software Proficiency, Pos System Management, Insurance Knowledge, Advanced Excel Data Analysis
Description :
Managed new and renewal primary DIC Accounts, ensuring timely and accurate policy processing and compliance with underwriting guidelines.
Communicated effectively with brokers, addressing inquiries and providing timely updates on quotes and policy status.
Processed endorsements and loss runs, maintaining accurate records in the K-Drive and ensuring accessibility for the team.
Issued and tracked various insurance policies, enhancing client communication and record-keeping efficiency.
Prepared detailed checklists for each policy, ensuring thorough verification and accuracy in documentation.
Utilized various software tools, including Outlook and Citrix, to optimize workflow and document management.
Coordinated with IT for printer and postage machine issues, ensuring operational continuity and efficiency.
Experience
7-10 Years
Level
Senior
Education
B.S. in BA
Underwriting Assistant Resume
Objective : Ambitious Underwriting Assistant with two years of experience in application processing and compliance verification. Skilled in data analysis and supporting underwriting teams to enhance workflow efficiency. Ready to leverage strong attention to detail and organizational skills to contribute effectively within a collaborative team environment.
Managed multi-line phone systems to direct calls and relay messages to staff efficiently.
Collected and analyzed financial data to facilitate application processing and compliance checks.
Responded to inquiries from agents and clients via phone, email, and fax, ensuring timely communication.
Inputted data to create rating workbooks and assisted in proposal development.
Generated and issued Insurance Binders, Certificates of Liability, and related documentation.
Maintained organized electronic records and files to ensure easy access for team members.
Supported underwriters by preparing necessary documentation and data for review.
Experience
0-2 Years
Level
Junior
Education
B.S. in BA
Junior Underwriting Coordinator Resume
Headline : Accomplished Junior Underwriting Coordinator with 7 years of experience in processing insurance applications and ensuring compliance with underwriting guidelines. My analytical expertise and commitment to operational excellence drive efficiency and enhance client satisfaction. I am eager to leverage my skills to support underwriting teams and streamline processes in a dynamic environment.
Provided underwriting advice and policy issuance services to various divisions within the organization.
Identified and rectified routine errors in corporate strategy implementation.
Managed the entry and retrieval of policy information, ensuring accuracy in transactions.
Assisted in special projects aimed at improving process efficiency and client service.
Performed detailed premium breakdowns and calculated policy rates for up to 3,000 cases daily.
Delivered variance analysis of operational volumes to enhance team performance.
Maintained comprehensive knowledge of policy information to support underwriting tasks effectively.
Experience
5-7 Years
Level
Junior
Education
B.S.B.A.
Underwriting Assistant Resume
Objective : With two years of experience as an Underwriting Assistant, I excel in processing insurance applications and ensuring compliance with underwriting guidelines. My strong analytical abilities and attention to detail enhance operational efficiency and client satisfaction. I am eager to support underwriters and contribute to a collaborative team environment, driving success through effective communication and organization.
Maintain up-to-date policy records by gathering necessary documentation from agents and insureds.
Handle incoming correspondence, including indexing and routing.
Research and respond to inquiries from regulatory bureaus.
Assist agents with inquiries via phone, fax, or email.
Assisted in processing over 200 insurance applications monthly, ensuring timely approvals and compliance.
Collaborated with underwriters to evaluate risk factors, improving underwriting efficiency by 15%.
Maintained accurate records of policy documents, reducing retrieval time by 30% through organized filing systems.
Experience
0-2 Years
Level
Entry Level
Education
B.S. in BA
Assistant Underwriting Coordinator Resume
Objective : Results-oriented Assistant Underwriting Coordinator with 5 years of experience in processing insurance applications and ensuring compliance with underwriting policies. Proficient in data analysis and risk assessment, I excel at optimizing workflows and enhancing client satisfaction. Committed to fostering collaboration and driving efficiency in underwriting operations.
Skills : Underwriting Software, Financial Analysis, Customer Service, Problem Solving
Description :
Provided comprehensive underwriting support for new and renewal business, ensuring accuracy and compliance with established guidelines.
Produced timely and precise quotes, proposals, and renewals, enhancing operational efficiency.
Analyzed data inputs and outputs for reasonability, including manual rates and recorded claims.
Conducted risk assessments to determine appropriate premium levels and membership eligibility.
Utilized financial tools and reference materials to gather premium and claims information.
Applied underwriting guidelines effectively to assess risks associated with new member additions.
Maintained the integrity of source data and accounting systems to ensure accuracy.
Experience
2-5 Years
Level
Executive
Education
B.S. in BA
Underwriting Assistant Resume
Summary : Bringing a decade of comprehensive experience in underwriting assistance, I excel in managing insurance applications and ensuring regulatory compliance. My strong analytical capabilities and attention to detail drive operational efficiency. I am committed to fostering robust client relationships and enhancing team performance in a dynamic environment.
Participated in training sessions to enhance underwriting skills.
Responded efficiently to underwriting and customer inquiries regarding Global Property Insurance Program regulations.
Collaborated with account teams to meet service deliverables related to policy issuance and premium payment processes.
Conducted thorough reinsurance security reviews, facilitating placements and approvals.
Assisted in the preparation of presentations for stakeholders.
Identified potential issues in applications and flagged for review.
Maintained and administered the Energy Risk Aggregation System for enhanced data tracking.
Experience
7-10 Years
Level
Management
Education
B.S. in BA
Underwriting Assistant Resume
Objective : Detail-oriented Underwriting Assistant with over 3 years of experience in supporting underwriting teams by analyzing risk, preparing documentation, and ensuring compliance with company policies. Proficient in data entry and management, with strong communication skills to liaise effectively with clients and brokers. Committed to delivering high-quality service and contributing to the overall efficiency of the underwriting process.
Provided accurate and detailed data analysis to support underwriting decisions.
Fostered strong relationships with brokers and regional staff to ensure smooth operations.
Assisted underwriters and account executives in managing client applications.
Performed initial analysis of employee census data for client accounts.
Coordinated renewal contracts with underwriters, ensuring accuracy and compliance.
Underwrote health insurance applications, maintaining adherence to guidelines.
Utilized Quick Quote software to determine rates for small group renewals.
Experience
0-2 Years
Level
Entry Level
Education
BBA
Underwriter Assistant/Co-ordinator Resume
Summary : Insurance professional seeking to obtain a challenging position with a progressive organization allowing to utilize insurance experience while also allowing the opportunity to grow and advance.
Skills : Microsoft word perfect, Firefox, Printers, Word processing.
Description :
Supported the underwriting team by computing rates and premiums for all insurance policies for both casualty and property.
Reviewed policy documentation; determine applicable regulations, procedures and special instructions.
Processed risks that fall within established parameters. Gather/organizes specified information and reports.
Rated policies, using a computerized or manual process, compute premiums from rates and exposure.
Provided support services, including new business, renewals, endorsement processing, cancellations, and reinstatement of canceled policies.
Serviced all accounts, including resolving agents' inquiries, complaints, requests, and policy processing activities within guidelines.
Maintained a good working knowledge of the rules and the duties of all office holders and subcommittees.
Experience
7-10 Years
Level
Management
Education
Business Management
Underwriter Assistant I Resume
Objective : Utilize knowledge and expertise in a way that will make a difference in the lives of others. Hope to build from current career experience into a more diverse role.
Skills : Microsoft Office, Data Entry, Insurance, Switchboard.
Description :
Partnered with the underwriters to renew a business, using state statutes, regulations, and pricing guidelines.
Determined premium charge using both manual and automated methods.
Reviewed all renewal risks within a timely manner for rate changes, renewal eligibility, loss history, and prior endorsements.
Reviewed and compared other markets to book renewal and non-renewal business.
Issued policies and endorsements according to standards and guidelines for MGA markets.
Maintained effective relationships with internal and external resources.
Analyzed and underwrite client's risks with high-quality property and casualty insurance carriers, within written authority level and guidelines.
Experience
2-5 Years
Level
Junior
Education
Business Administration
Underwriter Assistant III Resume
Summary : Find a position with a great company that allows to apply the skills and knowledge have in a team building environment, while continuing to learn new ideas and concepts within company.
Skills : Microsoft Office Suite, Analysis.
Description :
Supported underwriters with an annual portfolio of clients.
Reviewed engineering loss control reports determining risk evaluation.
Prepared extensive quote options and pricing indications during renewal / new business negotiations.
Drafted customized policy to meet specific client needs.
Complied with regulatory requirements and managed file documentation.
Prepared necessary paperwork to process insurance sales and renewals.
Retained policyholders during the annual renewal period.
Experience
10+ Years
Level
Management
Education
Electronic Health Records
Underwriter Assistant Resume
Headline : Self-motivated, disciplined, organized and know how to work individually or as part of a team. In addition, a quick learner and love to take on challenges.
Skills : Pyramid Loan Expeditor, Fidelity, Pivot. K
Description :
Responsible for composing various letters to brokers and insured clients.
Issued and mailed out policies and endorsements for different lines of business.
Tracked all policies and endorsements issued and mailed out by the update of weekly spreadsheets.
Performed data entry and respond to numerous telephone inquiries daily.
Distributed mail and faxes to underwriters. Pull loss runs for brokers and underwriters.
Ordered audits for policy renewals and new policies.
Compiled coverage and rating information in an accessible format.
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