An Underwriting Assistant will support the Underwriters by performing various tasks such as receiving, documenting, assessing and processing insurance solutions. The work responsibilities mentioned on the Underwriting Assistant Resume include these – assisting underwriting agents in performing their daily tasks, assisting in the development or monitoring of premium rates, evaluating the potential loss occurred through catastrophic events, maintaining an accurate record of all new policies and renewals, and assisting in business development by implementing new sales and marketing efforts.
Those willing to serve the insurance industry must demonstrate the following skills and abilities in their resumes – extensive knowledge of financial and credit industries, a deep understanding of rules and regulations governing investment, insurance and banking sectors; and relevant software knowledge. Educational requirements vary as per the working industry, but most employers prefer to hire those having degree in finance-related disciplines.
Summary : Seasoned Senior Assistant Underwriter with a decade of experience in risk analysis and premium determination. Proven expertise in evaluating insurance applications and ensuring compliance with underwriting standards. Adept at fostering client relationships and streamlining processes to enhance operational efficiency. Committed to delivering exceptional service and driving profitability within the organization.
Managed property-casualty new business renewals and endorsements, conducting thorough underwriting analysis on routine applications.
Input all risk and exposure data into underwriting systems to ensure accurate premium calculations.
Applied underwriting guidelines to determine premiums that reflect applicants' exposure while adhering to authority limits.
Maintained comprehensive records of Property Casualty losses, endorsements, and account information.
Developed a strong understanding of key components within the property-casualty insurance segment.
Generated daily reports to identify endorsement requests requiring review and follow-up.
Provided exceptional customer service by interacting with clients via phone, ensuring their needs were met efficiently.
Experience
7-10 Years
Level
Senior
Education
B.S.B.A.
Assistant Underwriter Resume
Objective : Dynamic Assistant Underwriter with 5 years of expertise in risk assessment and application processing. Skilled in collaborating with underwriters to evaluate insurance submissions, ensuring adherence to compliance standards. Proven ability to enhance operational efficiency through meticulous analysis and proactive client communication. Ready to contribute to a team-focused environment while driving organizational success.
Supported underwriters in evaluating applications and determining risk levels.
Processed technical data and maintained accurate records for underwriting files.
Reviewed renewal applications, prepared quotes, and ensured compliance with standards.
Managed producer files and coordinated marketing materials for new producers.
Conducted follow-ups on outstanding information to complete underwriting documentation.
Ordered inspections and referred cases to underwriters as necessary.
Analyzed policies for accuracy, identifying errors and ensuring competitive pricing.
Experience
2-5 Years
Level
Junior
Education
B.S. in Bus. Admin.
Assistant Underwriter Resume
Summary : Accomplished Assistant Underwriter with 10 years of experience in risk evaluation and policy compliance. Expertise in analyzing insurance applications and optimizing underwriting processes to enhance efficiency and customer satisfaction. Proven ability to collaborate with cross-functional teams, streamline workflows, and drive profitability, ensuring adherence to regulatory standards.
Skills : Insurance Risk Assessment, Data Analysis and Reporting, Policy Compliance Review, Underwriting Software Proficiency, Risk Management Strategies
Description :
Evaluated and classified risks based on comprehensive analysis of loss experience, inspection reports, and regulatory guidelines to determine policy acceptability.
Enhanced customer satisfaction by consistently meeting processing standards and performing thorough reviews of all applications.
Identified and presented alternative policy options and compliance data to upper management for decision-making.
Collaborated with underwriters to approve mortgage loans by reviewing borrower documentation across the U.S.
Managed departmental file rushes, consistently achieving or exceeding a 48-hour turnaround time for applications.
Assisted the Director with escalated files, ensuring timely responses and adherence to underwriting standards.
Conducted follow-ups on newly issued policies to gather necessary documentation and address insured inquiries.
Experience
7-10 Years
Level
Senior
Education
B.S. in BA
Assistant Underwriter Resume
Summary : Driven Assistant Underwriter with 10 years of expertise in risk assessment and policy analysis. Specializing in evaluating insurance applications and ensuring compliance with industry standards, I excel in fostering strong client relationships and enhancing operational workflows. My commitment to accuracy and efficiency supports organizational profitability and client satisfaction.
Skills : Proficient In Microsoft Excel, Risk Assessment Techniques, Insurance Underwriting Software, Data Management Skills, Client Relationship Management
Description :
Underwrote new and renewing accounts for assigned territories, ensuring adherence to underwriting guidelines.
Communicated with insureds and agents to gather essential information and clarify coverage details.
Verified application data and determined appropriate rate classifications to optimize risk assessment.
Addressed customer inquiries and provided timely responses to coverage questions.
Performed underwriting tasks to resolve policy-related questions and gather necessary information.
Coordinated facultative reinsurance coverage and pricing with reinsurers for complex risks.
Fostered consistency among underwriting teams by sharing knowledge and feedback aligned with company goals.
Experience
10+ Years
Level
Consultant
Education
B.S.B.A.
Underwriting Assistant Resume
Objective : Enthusiastic Underwriting Assistant with 2 years of hands-on experience in application processing and compliance verification. Proficient in data analysis and supporting underwriting teams to enhance workflow efficiency. Eager to apply strong organizational and analytical skills to drive client satisfaction and contribute positively to team dynamics.
Skills : Application Review, Risk Assessment, Data Entry, Policy Review, Client Communication
Description :
Efficiently process incoming applications, ensuring accuracy and adherence to guidelines.
Verify applicant information and compile comprehensive reports for senior underwriters.
Conduct thorough data checks against internal systems to guarantee precision.
Implement improved processing procedures to enhance operational efficiency.
Coordinate with client services to address and resolve cancellation requests promptly.
Support relationship managers by ensuring accurate documentation for all changes.
Maintain organized records for both digital and paper applications, following archiving protocols.
Experience
0-2 Years
Level
Entry Level
Education
B.S. in BA
Junior Underwriting Assistant Resume
Objective : Dedicated Junior Underwriting Assistant with five years of hands-on experience in application processing and compliance verification. Proficient in analyzing risks and enhancing operational workflows to support underwriting objectives. My strong attention to detail and ability to communicate effectively with clients and teams ensures high-quality service and contributes to organizational success.
Skills : Risk Assessment, Client Communication, Data Analysis, Policy Evaluation
Description :
Prepared comprehensive renewal policies for underwriter review, improving decision-making timelines.
Maintained accurate records of authority and premium guidelines to enhance operational efficiency.
Assisted underwriters in evaluating insurance applications and assessing associated risks.
Coordinated loss runs and specific rates to ensure accurate underwriting practices.
Processed quotes and new business transactions, supporting departmental revenue growth.
Reviewed and analyzed insurance applications for compliance and accuracy.
Collaborated with team members to optimize workflow processes and improve service delivery.
Experience
2-5 Years
Level
Junior
Education
B.S.B.A.
Underwriting Assistant Resume
Objective : Accomplished Underwriting Assistant with two years of experience in evaluating insurance applications and ensuring adherence to underwriting standards. Adept at data analysis and providing essential support to underwriters. Passionate about enhancing operational processes and delivering exceptional client service in a collaborative environment.
Skills : Microsoft Office Suite, Mathematical Skills, Risk Evaluation, Quality Assurance, Process Improvement, Workflow Management
Description :
Conducted thorough data entry of binding information, ensuring accuracy in form selection and exposure details.
Managed filing in ImageRight for all subjectivities, guaranteeing timely follow-up for missing documentation.
Calculated and processed monetary and non-monetary endorsements, including address changes.
Executed policy cancellations and reinstatements in compliance with state regulations.
Maintained organized records of endorsements, cancellations, and related activities in ImageRight.
Acted as a Subject Matter Expert for Project Phoenix, contributing to the development of a new operating system.
Performed daily data reviews and entry for the Energy Groups insurance binders, assisting with submission clearance.
Experience
0-2 Years
Level
Entry Level
Education
B.S. in BA
Senior Underwriting Assistant Resume
Summary : With a decade of experience in underwriting support, I excel in processing applications and ensuring adherence to compliance standards. My expertise in data analysis and client communication enhances team efficiency and fosters strong relationships. I am dedicated to driving operational improvements and delivering high-quality results in a collaborative environment.
Skills : Insurance Management Systems, Agency Management Systems, Client Relationship Management, Analytical Skills, Attention To Detail, Time Management
Description :
Managed incoming communications from agents and clients, ensuring prompt responses and issue resolution.
Conducted comprehensive reviews of renewal applications, analyzing previous policy data.
Collaborated with underwriters on complex cases, providing essential insights for decision-making.
Monitored compliance deadlines, facilitating timely renewals and mitigating non-renewal risks.
Trained and developed junior underwriting assistants, enhancing team capabilities.
Progressed from Underwriting Administrative Assistant to Underwriting Assistant through demonstrated competence.
Maintained accurate records of underwriting activities to support audit processes.
Experience
7-10 Years
Level
Senior
Education
B.S.B.A.
Underwriting Assistant Resume
Headline : With 7 years in underwriting assistance, I specialize in processing applications and ensuring compliance with industry standards. My analytical skills and attention to detail support underwriters in optimizing workflows and enhancing client satisfaction. I thrive in collaborative environments and aim to drive efficiency and accuracy in all underwriting processes.
Skills : Data Entry And Management, Risk Assessment And Analysis, Document Preparation And Review, Proficient In Excel, Report Generation, Presentation Development
Description :
Processed and reviewed submissions and renewals, ensuring accurate entry of risk data into the management system.
Managed binders, certificates, endorsements, and cancellations in compliance with underwriting guidelines.
Compiled and submitted activity logs to agency management for performance tracking.
Conducted follow-ups with clients regarding loss control and information requests.
Ensured data integrity by verifying and updating information in the system.
Facilitated the scanning of outdated records to streamline document storage.
Identified and addressed system discrepancies and account issues efficiently.
Experience
5-7 Years
Level
Management
Education
B.S. in BA
Senior Underwriting Coordinator Resume
Summary : With a decade of comprehensive experience in underwriting coordination, I excel in managing complex insurance applications and ensuring compliance with industry regulations. My strong analytical skills and attention to detail streamline processes and enhance client satisfaction. I am passionate about contributing to team success and driving operational excellence in a fast-paced environment.
Skills : Aloha Software Proficiency, Pos System Management, Insurance Knowledge, Advanced Excel Data Analysis
Description :
Managed new and renewal primary DIC Accounts, ensuring timely and accurate policy processing and compliance with underwriting guidelines.
Communicated effectively with brokers, addressing inquiries and providing timely updates on quotes and policy status.
Processed endorsements and loss runs, maintaining accurate records in the K-Drive and ensuring accessibility for the team.
Issued and tracked various insurance policies, enhancing client communication and record-keeping efficiency.
Prepared detailed checklists for each policy, ensuring thorough verification and accuracy in documentation.
Utilized various software tools, including Outlook and Citrix, to optimize workflow and document management.
Coordinated with IT for printer and postage machine issues, ensuring operational continuity and efficiency.
Experience
7-10 Years
Level
Senior
Education
B.S. in BA
Underwriting Assistant Resume
Objective : Ambitious Underwriting Assistant with two years of experience in application processing and compliance verification. Skilled in data analysis and supporting underwriting teams to enhance workflow efficiency. Ready to leverage strong attention to detail and organizational skills to contribute effectively within a collaborative team environment.
Managed multi-line phone systems to direct calls and relay messages to staff efficiently.
Collected and analyzed financial data to facilitate application processing and compliance checks.
Responded to inquiries from agents and clients via phone, email, and fax, ensuring timely communication.
Inputted data to create rating workbooks and assisted in proposal development.
Generated and issued Insurance Binders, Certificates of Liability, and related documentation.
Maintained organized electronic records and files to ensure easy access for team members.
Supported underwriters by preparing necessary documentation and data for review.
Experience
0-2 Years
Level
Junior
Education
B.S. in BA
Junior Underwriting Coordinator Resume
Headline : Accomplished Junior Underwriting Coordinator with 7 years of experience in processing insurance applications and ensuring compliance with underwriting guidelines. My analytical expertise and commitment to operational excellence drive efficiency and enhance client satisfaction. I am eager to leverage my skills to support underwriting teams and streamline processes in a dynamic environment.
Provided underwriting advice and policy issuance services to various divisions within the organization.
Identified and rectified routine errors in corporate strategy implementation.
Managed the entry and retrieval of policy information, ensuring accuracy in transactions.
Assisted in special projects aimed at improving process efficiency and client service.
Performed detailed premium breakdowns and calculated policy rates for up to 3,000 cases daily.
Delivered variance analysis of operational volumes to enhance team performance.
Maintained comprehensive knowledge of policy information to support underwriting tasks effectively.
Experience
5-7 Years
Level
Junior
Education
B.S.B.A.
Assistant Underwriting Coordinator Resume
Objective : Results-oriented Assistant Underwriting Coordinator with 5 years of experience in processing insurance applications and ensuring compliance with underwriting policies. Proficient in data analysis and risk assessment, I excel at optimizing workflows and enhancing client satisfaction. Committed to fostering collaboration and driving efficiency in underwriting operations.
Skills : Underwriting Software, Financial Analysis, Customer Service, Problem Solving
Description :
Provided comprehensive underwriting support for new and renewal business, ensuring accuracy and compliance with established guidelines.
Produced timely and precise quotes, proposals, and renewals, enhancing operational efficiency.
Analyzed data inputs and outputs for reasonability, including manual rates and recorded claims.
Conducted risk assessments to determine appropriate premium levels and membership eligibility.
Utilized financial tools and reference materials to gather premium and claims information.
Applied underwriting guidelines effectively to assess risks associated with new member additions.
Maintained the integrity of source data and accounting systems to ensure accuracy.
Experience
2-5 Years
Level
Executive
Education
B.S. in BA
Underwriting Assistant Resume
Summary : Bringing a decade of comprehensive experience in underwriting assistance, I excel in managing insurance applications and ensuring regulatory compliance. My strong analytical capabilities and attention to detail drive operational efficiency. I am committed to fostering robust client relationships and enhancing team performance in a dynamic environment.
Participated in training sessions to enhance underwriting skills.
Responded efficiently to underwriting and customer inquiries regarding Global Property Insurance Program regulations.
Collaborated with account teams to meet service deliverables related to policy issuance and premium payment processes.
Conducted thorough reinsurance security reviews, facilitating placements and approvals.
Assisted in the preparation of presentations for stakeholders.
Identified potential issues in applications and flagged for review.
Maintained and administered the Energy Risk Aggregation System for enhanced data tracking.
Experience
7-10 Years
Level
Management
Education
B.S. in BA
Underwriting Assistant Resume
Objective : Detail-oriented Underwriting Assistant with over 3 years of experience in supporting underwriting teams by analyzing risk, preparing documentation, and ensuring compliance with company policies. Proficient in data entry and management, with strong communication skills to liaise effectively with clients and brokers. Committed to delivering high-quality service and contributing to the overall efficiency of the underwriting process.
Provided accurate and detailed data analysis to support underwriting decisions.
Fostered strong relationships with brokers and regional staff to ensure smooth operations.
Assisted underwriters and account executives in managing client applications.
Performed initial analysis of employee census data for client accounts.
Coordinated renewal contracts with underwriters, ensuring accuracy and compliance.
Underwrote health insurance applications, maintaining adherence to guidelines.
Utilized Quick Quote software to determine rates for small group renewals.
Experience
0-2 Years
Level
Entry Level
Education
BBA
Underwriter Assistant/Co-ordinator Resume
Summary : Accomplished Underwriter Assistant with 10 years of experience in risk analysis and policy compliance. Expertise in evaluating insurance applications and optimizing underwriting processes to enhance efficiency and client satisfaction. Skilled in fostering strong client relationships and streamlining workflows. Dedicated to driving operational excellence and contributing to organizational success.
Skills : Microsoft Office Suite, Data Analysis Software, Document Management Systems, Analytical Skills, Attention to Detail
Description :
Supported the underwriting team by calculating rates and premiums for various insurance policies, including casualty and property.
Reviewed policy documentation to ensure compliance with applicable regulations and procedures.
Processed insurance risks within established parameters, gathering and organizing necessary information and reports.
Rated policies using computerized systems, calculating premiums based on rates and exposure.
Provided comprehensive support services, including handling new business, renewals, endorsements, cancellations, and reinstatements.
Serviced all accounts, addressing agent inquiries, complaints, and policy processing activities in accordance with guidelines.
Maintained up-to-date knowledge of underwriting rules and the responsibilities of office staff.
Experience
7-10 Years
Level
Management
Education
B.S. in BA
Underwriter Assistant III Resume
Summary : With a robust background in underwriting support, I bring 10 years of experience in risk assessment, policy analysis, and compliance management. My strong analytical skills and attention to detail enable me to evaluate insurance applications effectively, streamline processes, and enhance client satisfaction. I am dedicated to fostering relationships and driving operational success within dynamic teams.
Assisted underwriters in managing an extensive portfolio of clients with a focus on risk evaluation and premium determination.
Conducted comprehensive reviews of engineering loss control reports to assess and mitigate risks.
Prepared detailed quotes and pricing estimates during renewal and new business negotiations.
Drafted tailored insurance policies to address unique client requirements.
Ensured compliance with regulatory standards and maintained organized file documentation.
Processed necessary paperwork for insurance sales and renewals efficiently.
Promoted client retention during renewal periods through effective communication strategies.
Experience
10+ Years
Level
Management
Education
B.S.B.A.
Underwriter Assistant Resume
Headline : Driven and detail-focused Underwriter Assistant with 7 years of experience in risk assessment and policy compliance. Proficient in evaluating insurance applications and supporting underwriters through effective communication and meticulous data management. Passionate about enhancing operational workflows and delivering exceptional client service to foster long-term relationships.
Skills : Risk Assessment, Policy Compliance, Data Analysis, Process Improvement, Workflow Management
Description :
Composed correspondence to brokers and clients, ensuring clear communication of policy details.
Issued and mailed policies and endorsements across multiple lines of business.
Maintained accurate records of all policies issued, utilizing weekly updates to track progress.
Performed data entry and addressed various telephone inquiries daily, enhancing client support.
Managed the distribution of mail and faxes to underwriters, facilitating workflow efficiency.
Coordinated audits for policy renewals and new policies, ensuring compliance with regulations.
Compiled coverage and rating information in a user-friendly format for underwriters.
Experience
5-7 Years
Level
Executive
Education
B.S. in BA
Jr. Underwriting Technician Resume
Objective : Motivated Junior Underwriting Technician with 5 years of comprehensive experience in processing insurance applications and risk assessment. Proficient in ensuring compliance with underwriting standards and enhancing operational workflows. Eager to leverage analytical skills and customer service expertise to contribute effectively to a dynamic underwriting team.
Skills : Data Analysis Software, Underwriting Compliance, Risk Assessment, Data Entry
Description :
Supported underwriters by processing thousands of new and renewal insurance applications with high accuracy.
Analyzed the completeness and validity of underwriting actions to ensure compliance with industry standards.
Provided assistance to agents regarding application inquiries and policy reviews, enhancing service quality.
Collaborated with underwriters to process policy changes efficiently, streamlining operational workflows.
Gained in-depth knowledge of insurance policies through AIC courses and extensive training.
Maintained a low error ratio of 2% while processing numerous underwriting actions throughout tenure.
Effectively processed applications, payments, endorsements, and cancellations in a timely manner.
Experience
2-5 Years
Level
Junior
Education
B.S. in BA
Asst. Underwriting Technician Resume
Objective : Proficient Assistant Underwriting Technician with 5 years of experience in processing insurance applications and conducting risk assessments. Skilled in ensuring compliance with underwriting guidelines and enhancing operational workflows. I am dedicated to delivering accurate and timely results while fostering effective communication with clients and underwriters to drive organizational success.
Skills : Data Analysis, Risk Assessment, Analytical Skills, Attention to Detail, Time Management
Description :
Managed the intake and processing of insurance applications, ensuring compliance with underwriting standards.
Utilized proprietary medical underwriting guidelines for prescreening applicants.
Acted as a liaison between underwriters and agents, facilitating information flow.
Maintained internal databases for tracking application status and history.
Trained new staff on underwriting procedures and compliance protocols.
Enhanced operational efficiency by identifying and resolving bottlenecks in the application process.
Communicated underwriting decisions effectively to agents and applicants.
Experience
2-5 Years
Level
Junior
Education
B.S. in BA
Underwriting Technician Resume
Summary : Bringing a wealth of underwriting knowledge, I possess 10 years of expertise in risk evaluation and policy compliance. My proficiency in analyzing insurance applications and optimizing workflows drives operational success. I am dedicated to enhancing client relationships and streamlining processes, ensuring adherence to industry standards while contributing to organizational growth.
Facilitated training for agents on underwriting systems, enhancing data entry accuracy.
Developed comprehensive training plans for General Agents, improving operational efficiency.
Addressed inquiries regarding data entry and underwriting matters, ensuring clarity.
Conducted system testing for new billing releases, identifying issues pre-production.
Assisted in troubleshooting billing issues, streamlining operations.
Verified policy changes for accuracy, ensuring compliance with standards.
Processed Motor Vehicle Records (MVRs) for the Regional Underwriting Manager, supporting risk assessment.
Experience
10+ Years
Level
Senior
Education
B.S. in BA
Underwriting Service Assistant Resume
Summary : With a decade of experience as an Underwriting Service Assistant, I excel in evaluating insurance applications, ensuring compliance, and mitigating risk. My analytical skills and attention to detail enhance operational efficiency while fostering strong client relationships. I am eager to leverage my expertise to contribute to your team's success and drive organizational growth.
Skills : Advanced Microsoft Office Suite, Multi-Line Communication Management, Underwriting Software Proficiency, Risk Evaluation
Description :
Provided comprehensive support to underwriting staff by efficiently managing policyholder records and documentation.
Maintained and updated critical records, ensuring accuracy in coverage, vehicle details, and policyholder information.
Identified and resolved errors, enhancing the accuracy of policyholder records and communications.
Prepared and submitted applications for underwriting review, ensuring compliance with company standards.
Collaborated with team members to rectify outstanding issues and streamline policy transactions.
Facilitated training sessions for new and existing team members to enhance operational knowledge and efficiency.
Created engaging PowerPoint presentations for training and team meetings, improving knowledge dissemination.
Experience
7-10 Years
Level
Management
Education
B.S. in BA
Underwriting Service Assistant Resume
Objective : Motivated Underwriting Service Assistant with 2 years of experience in evaluating insurance applications and supporting underwriting processes. Skilled in analyzing data, ensuring compliance, and facilitating communication with clients and agents. Eager to leverage strong organizational abilities to enhance workflow efficiency and contribute to team success in a dynamic environment.
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