Underwriting Assistant

The Role

The Underwriting Assistant will support QuoteWell in providing quality service to agent clients. Daily servicing will include the preparation of quotes/proposals, binding, client follow-ups, endorsement activity, and renewal control. The ideal candidate is someone who is detail-oriented, has a customer-first attitude, and can serve as a team player.

What you’ll do

• Assist with new business submissions
• Review submissions for completeness and accuracy and make requests for information
• Create electronic files by compiling and organizing all underwriting data and information, including internal and external correspondence, application information, policy documents, and other relevant documentation
• Prepare the binder, stamp with state-specific stamping (if applicable), generate the invoice, and package with the binder
• Apply appropriate SOPs to related work while adhering to established internal service level agreements (SLAs)
• Quote and/or issue endorsements, ensuring the accuracy of changes
• Work closely with QuoteWell’s producing team to ensure that all policy management activities (e.g., endorsements, cancellations, and renewals) are handled in a timely and appropriate manner

What you’ll need

• 2+ years of experience in Commercial Property/Casualty Insurance at a retail or wholesale agency
• Demonstrated knowledge of insurance principles, policies, and procedures
• Excellent attention to detail and the ability to work meticulously and accurately within established guidelines
• Technologically savvy and data-driven
• Ability to work in a fast-paced environment
• Effective written and verbal communication skills
• High level of professionalism and integrity, with the ability to handle sensitive and confidential information
• A team player with great interpersonal skills and the ability to build effective relationships with team members and external stakeholders
• Experience in excess and surplus lines, a plus
• Must obtain a Property, Casualty Agents license within 6 months if not currently licensed 

What we offer our full-time employees

• Competitive salaries + equity in the company
• Medical, Dental, and Vision healthcare benefits + FSA and HSA options
• Flexible vacation policy to recharge and live life
• Paid membership to One Medical for employees, spouses / domestic partners, and dependents
• Company-sponsored 401K plan (Roth & Traditional)
• Paid parental leave, generous family forming benefits and up to $5,000 of reimbursements through Carrot
• Up to $1,000 in home office reimbursements to build a productive space for working remotely
• An opportunity to work on solutions that are redefining the future of commercial insurance
• A culture driven by a focus on impact, a shared growth mindset, empowered individuals, and integrity