Underwriting Assistant

About the job

UNDERWRITING ASSISTANT

The Underwriting Assistant provides administrative, analytical, and technical support to the underwriting process. This role is responsible for assisting with all aspects of the underwriting process — from gathering information and preparing documentation to coordinating renewals and maintaining policy data — ensuring timely, accurate, and compliant service delivery to clients, brokers, and internal stakeholders.

Permanent - Full time

Know-How

Practical / Technical Knowledge

• Education: Diploma or Degree in Business, Insurance, Finance, or a related field.
• Experience: 3 years of experience in insurance, underwriting, or risk management support preferred.
• Technical Skills:
  
  • Proficiency in MS Office (Excel, Word, Outlook, PowerPoint).
  • Experience with underwriting or policy management systems.
• Knowledge: Intermediate understanding of property, casualty, and auto insurance principles.

Preferred Assets

• Progress toward professional insurance designations (CIP, CAIB, CRM, or equivalent).
• Experience supporting commercial or municipal insurance programs.
• Familiarity with compliance and documentation requirements in underwriting operations.

Responsibilities

Underwriting Support

• Assist underwriters with reviewing, analyzing, and processing new and renewal insurance applications.
• Gather and verify underwriting information such as loss runs, inspection reports, valuations, and financial statements.
• Prepare underwriting files and maintain detailed documentation to support decision-making.
• Draft quotes, binders, and proposals for underwriter review and approval.
• Conduct preliminary risk assessments and identify missing information for follow-up.
• Assist in documenting informal underwriting processes and support improvements in the current underwriting processes.

Policy Administration

• Prepare and issue insurance policies, endorsements, certificates, and renewal documents accurately and on time.
• Update policy management systems with correct terms, limits, and coverage details.
• Process policy changes, cancellations, reinstatements, and amendments in coordination with brokers and clients.
• Ensure all documentation complies with internal underwriting processes and guidelines.

Insurance Advisor & Member Coordination

• Serve as a point of contact for Insurance Advisors and members for routine inquiries and documentation requests.
• Communicate underwriting requirements and gather outstanding information from insurance advisors.
• Track submissions and maintain clear communication throughout the underwriting and renewal process.
• Support the distribution of quotes, binders, and policy packages to Insurance Advisors and members.

Reporting & Data Management

• Maintain accurate logs and databases of active accounts, renewals, and pending submissions.
• Assist in preparing underwriting reports, production summaries, and performance metrics.
• Monitor upcoming renewal dates and coordinate renewal workflow with the underwriting team.
• Support audits and internal quality assurance reviews by providing data and documentation as required.

Operational & Team Support

• Assist with meeting coordination, agenda preparation, and documentation of underwriting discussions.
• Support cross-functional projects involving claims, finance, or risk management teams.
• Identify process inefficiencies and recommend improvements to enhance underwriting workflow.
• Provide back-up support for other administrative functions during peak periods or absences.
• Maintain confidentiality of client information and adhere to data protection standard

Analytics

• Perform efficient data extraction and transformation to support business and analytical needs.
• Develop/support various models for financial and business analyses.
• Provide data to support key performance indicators in the insurance team’s business plans.
• Receive and prioritize requests for data reports and information.

Supporting key Initiatives related to to our inhouse Insurance Reciprocal Exchange

• Work on/support key strategic initiatives related to the Reciprocal and our Insurance Program.
• Assist Head of Underwriting as they Liaise with the Principle Attorney and the finance team for key action items related to The Reciprocal .
• Support the development of pricing and risk models for the Reciprocal based insurance program,.
• Support the underwriting requirements for the annual renewal process

Support the day-to-day Underwriting needs for the Insurance Program

• Assist the Head of Underwriting in day-to-day requirements for Underwriting.
• Support pricing build outs for our members.

• Support the underwriting work required for responding to RFPs.

  Seniority Level

Mid-Senior level

• Industry

  • Insurance

  Employment Type

Full-time

• Job Functions
  
  • Analyst
  • Public Relations
• Skills
  
  • Personal Insurance
  • Statistics
  • Risk Management
  • Progressive Education
  • General Insurance
  • Commercial Insurance