KEY RESPONSIBILITIES: 

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  

​​• Prepare and process underwriting documentation accurately and in compliance with company guidelines. 
• Assist underwriters by gathering required information and supporting documentation from brokers or clients. 
• Perform data entry for policy and quote information into internal systems with attention to accuracy. 
• Monitor and track status of submissions and renewals to ensure timely follow-up and completion. 
• Respond to internal and external inquiries related to underwriting processes and documentation. 
• Maintain organized records and files for all underwriting transactions and submissions. 
• Collaborate with underwriting, operations, and customer service teams to resolve data or processing issues.​ 

EDUCATION AND EXPERIENCE 

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 

​​• High school diploma or equivalent; associate degree preferred. 
• 1–2 years of experience in underwriting support, insurance operations, or a similar administrative role. 
• Familiarity with property and casualty insurance processes is preferred.​ 

CERTIFICATIONS / LICENSES / REGISTRATIONS 

​​• No specific criteria is required.​ 

FUNCTIONAL SKILLS 

​​• Attention to detail and high accuracy in data entry. 
• Organizational and time management skills to handle multiple priorities. 
• Basic knowledge of insurance concepts and underwriting terminology. 
• Proficiency in Microsoft Office tools, including Excel and Word. 
• Ability to communicate clearly and professionally with internal teams and external partners.​