Underwriter Assistant Resume Samples

An underwriter assistant helps in assisting with all office work. The roles and responsibilities underlined in the job description template are reviewing applications, evaluating risks, comparing reports for accuracy, communicates with retail agents for recommendations and doing research work on career guidelines and other things. The Underwriter Assistant Resume also highlights duties like processing transactions, preparing bills, processing cancellations and calculating loss and return premiums for the company. The individual also assists underwriters with rating large accounts and other activities, manages and updates company manuals and attends and manages calls.

The educational qualification required is high school diploma or equivalent. Experience in the related field is a plus. The skills needed are excellent computer knowledge with proficiency in Microsoft office and other related software, good verbal and communication skills and excellent customer service skills.

Underwriter Assistant Resume example

Underwriter Assistant Resume

Objective : Pursuing Opportunities in Management, Premium Auditing, Insurance, Accounting & Finance. Offering a career dedicated to building and leading organizations that consistently performed beyond expectations.

Skills : Computer skills, Customer Service, Communications.

Description :

    1. Accepted and processed endorsement requests from policyholders.
    2. Check policies, endorsements and other policy material for accuracy.
    3. Interacted with clients on a daily basis and maintained data integrity for the underwriting system.
    4. All department servicing objectives including phone management, policy renewals, maintain departmental records such as updating policies.
    5. Perform incoming and outgoing mail and fax distribution, and operating departmental office equipment.
    6. Prepare, process, and assemble approved policies, renewals and other supplemental documents for distribution.
    7. Perform other general clerical duties such as setting up files, copying, filing, faxing, scanning, ordering supplies,
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Certificate Of Completion


Underwriter Assistant/Representative Resume

Summary : Dedicated professional with experience as an underwriter assistant. Proficient working with computers. Able to perform several different tasks, and work hard to succeed.

Skills : Business Administration, Auto Insurance, Life Insurance.

Description :

    1. Processed applications, payments, corrections, endorsements and cancellations.
    2. Promoted agency products to customers in person, on the phone, and in writing.
    3. Prepared necessary paperwork to process insurance sales and renewals. Which was simply a reflection of the genuine interest 
    4. Provided administrative support to three Underwriters, computed, recorded, and proofread data and reports.
    5. Carefully reviewed applications and medical records as required by insurance companies.
    6. Served as a liaison between Underwriters and Financial Advisers regarding, application status and new business.
    7. Able to impress co-workers, supervisors, and clients with a comment on getting the job done.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
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 :

    1. Support the underwriting team by computing rates and premiums for all insurance policies for both casualty and property.
    2. Review policy documentation; determine applicable regulations, procedures and special instructions.
    3. Process risks that fall within established parameters. Gather/organizes specified information and reports.
    4. Rate policies, using a computerized or manual process, compute premiums from rates and exposure.
    5. Provide support services, including new business, renewals, endorsement processing, cancellations and reinstatement of canceled policies.
    6. Services all accounts, including resolving agents' inquiries, complaints, requests and policy processing activities within guidelines.
    7. Maintain a good working knowledge of the rules and the duties of all office holders and subcommittees.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Management

Underwriter Assistant/Analyst Resume

Headline : Exceptional with meeting deadlines, multitasking and detail oriented, Love a challenge when it comes to making someone's dreams come true. Have a dire need to be part of the winning team.

Skills : Microsoft Office, Excel, 10 Key.

Description :

    1. Assist with pre-purchase Underwriting reviews of loans appearing on the Companies Watch List.
    2. Assist the Auditors to resolve any pre-purchase issues, as needed.
    3. Evaluating and ensuring overall loan documents are accurate, complete, and compliant.
    4. Reviewing financial statements, credit reports, applicable ratios (i.e.Debt ratios, loan-to-value) and other supporting documentation.
    5. Staying abreast of any changes in underwriting provisions; working with production to resolve questions when possible.
    6. Calculating assets, income and setting final conditions/clearing conditions in order to fully approve loans.
    7. Prepared necessary paperwork to process insurance sales and renewals.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

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 :

    1. Partner with the underwriter's to renew a business, using state statutes, regulations, and pricing guidelines.
    2. Determine premium charge using both manual and automated methods.
    3. Review all renewal risks within a timely manner for rate changes, renewal eligibility, loss history, and prior endorsements.
    4. Review and compare other markets to book renewal and non-renewal business.
    5. Issue policies and endorsements according to standards and guidelines for MGA markets.
    6. Maintain effective relationships with internal and external resources.
    7. Analyze and underwrite client's risks with high-quality property and casualty insurance carriers, within written authority level and guidelines.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration

Underwriter Assistant II Resume

Headline : An intelligent and hard working team player, looking for the opportunity to broaden career in corporate business, by working for a company that will utilize current skill set and allow to grow.

Skills : Data Entry, Microsoft Word, Excel, Lotus Notes.

Description :

    1. Provide support to nationwide Excess Casualty Division underwriting staff.
    2. Issued Excess and Umbrella policies within thirty days of underwriter approval.
    3. Processed endorsements to accounts within seven days of receipt.
    4. Processed premium policy entries into the Genius database within five days of binding a policy.
    5. Maintained the renewal cycle, providing pre-renewal letters to brokerage staff and requesting the required information.
    6. Work with underwriting staff to assess applications and follow up for additional information from brokerage personnel.
    7. Responsible for account clearance and file set up in ImageRight, Genius, and policy issuance systems.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
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 :

    1. Supported underwriters with an annual portfolio of clients.
    2. Reviewed engineering loss control reports determining risk evaluation.
    3. Prepared extensive quote options and pricing indications during renewal / new business negotiations.
    4. Drafted customized policy to meet specific client needs.
    5. Complied with regulatory requirements and managed file documentation.
    6. Prepared necessary paperwork to process insurance sales and renewals.
    7. Retained policyholders during the annual renewal period.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
Electronic Health Records

Jr. Underwriter Assistant Resume

Objective : A qualified candidate who is seeking a position that will allow to utilize skills in a professional environment. Renewal quotes, endorsements, invoicing cancellations and reinstatement.

Skills : Excellent Organizational Skills, Strong Customer Relations Skills.

Description :

    1. Actively assisting agents & underwriters with questions, concerns, and quote finalization.
    2. Promptly declining quote submissions that do not fit our markets.
    3. Answering various agents' phone calls with helpful accuracy.
    4. Efficiently training new assistants on the various software systems within the department.
    5. Collaborating with other assistants on the best approach to meet company deadlines.
    6. Responsible for verifying the final bind process and making final corrections.
    7. Maintain contact with carrier representatives on new guidelines and upcoming changes.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Mass Communications

Lead Underwriter Assistant Resume

Headline : Skilled professional with proven expertise in customer service and community outreach including strong leadership and motivational skills. Dedicated and an enthusiastic team player.

Skills : Service Titan, Data Entry, E Health Care, Type 60 Wpm.

Description :

    1. Provides assistant to Underwriters and Agents. Drafted quarterly reports for management review.
    2. Answering any questions concerning policies, billing, quotes and submissions.
    3. Analyzing applications and screening applicants based on the Underwriter and the company's criteria.
    4. Providing necessary info and following up in a timely manner via email and phone calls.
    5. Building and maintaining a relationship with agents and brokers.
    6. Assisting Underwriters in determining the risk of providing insurance to clients.
    7. Multitasking via several computer systems providing accurate information along with being able to solve complex problems.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Associate Underwriter Assistant Resume

Summary : Assume a challenging and rewarding position that will utilize business skills and experiences within the Insurance or Data Management Industry.

Skills : Technical Skills, Data Entry.

Description :

    1. Reply to customer and underwriter inquiries and offer status updates.
    2. Lead, determine and resolve problems by referring to policies, procedures, and standards.
    3. Compile data and conduct routine tasks to support Underwriters.
    4. Assess mail, correspondence, records and reports to choose processing matters.
    5. Screen renewals and refer problem accounts to Underwriters.
    6. Compile reports and maintain files and logs. Offer a high level of customer service while interacting with clients.
    7. Ensure assigned workload within quality and productivity.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business

Underwriter Assistant Resume

Headline : Quick Learner, works well under pressure and within team concepts, communicate ideas clearly and effectively. Well-versed in processing/preparing loan documents.

Skills : Analysis, Technical Skills.

Description :

    1. Generated Documents in relation to loan closings, extensions, and renewals.
    2. Reviewed loan documents prior to authorization and processing.
    3. Implemented the wiring of funds to sellers. An informed supervising team on productivity levels.
    4. Entered and processed loan information via computer.
    5. Worked closely with loan officers and management to ensure the accuracy and integrity of documents.
    6. Reviewed loan approvals and used the lender's software to create loan documents.
    7. Assigned and administered lender accounts to appropriate analysts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Sociology

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 :

    1. Responsible for composing various letters to brokers and insured clients.
    2. Issue and mail out policies and endorsements for different lines of business.
    3. Track of all policies and endorsements issued and mailed out by the update of weekly spreadsheets.
    4. Perform data entry and respond to numerous telephone inquiries daily.
    5. Distribute mail and faxes to underwriters. Pull loss runs for brokers and underwriters.
    6. Order audits for policy renewals and new policies.
    7. Compiled coverage and rating information in an accessible format.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management