Underwriting Assistant VA

A senior underwriting assistant who prepares submissions, gathers risk information and manages policy documentation for your underwriters, so they can assess risks and quote faster while every file stays complete and compliant.

Responsibilities

  • Review new business and renewal submissions for completeness and set up files in the underwriting system.
  • Gather loss runs, inspection reports, financials and other risk information from brokers and third parties.
  • Enter risk data, ratings and endorsements into the policy administration system.
  • Prepare quotes, binders and policy documents for underwriter review and approval.
  • Track renewal timelines and issue reminders so no policy lapses unintentionally.
  • Order and review supporting reports such as property inspections, motor vehicle records and credit checks.
  • Respond to broker queries on status, documentation and policy changes.
  • Maintain underwriting files to audit and compliance standards.
  • Prepare pipeline and bound-premium reports for underwriting managers.
  • Support portfolio reviews and referrals with organised summaries of risk data.

Software & Tools

Guidewire PolicyCenter Duck Creek Microsoft Excel Salesforce Adobe Acrobat

Requirements

  • 5 or more years supporting underwriters in commercial lines, personal lines, health or life insurance.
  • Proficient in underwriting and policy systems such as Guidewire PolicyCenter, Duck Creek, Applied Epic or Sapiens.
  • Understands rating, endorsements, policy forms and the underwriting lifecycle.
  • Supports the client's licensed underwriters, who make the risk acceptance decisions.
  • Strong Excel skills for exposure schedules, rating worksheets and reporting.
  • Clear, professional English for broker and underwriter correspondence.
  • Consistently online through the client's underwriting hours, with fast, reliable home internet and a backup power supply.

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