Assistant Underwriter Resume Samples - Page 2

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Underwriter Assistants provide support to underwriters and solve insurance issues on their behalf. Main responsibilities of an Underwriter Assistant include answering to customer inquiries, analyzing insurance applications, screening applicants, and recording policy transactions. Those looking to work as Underwriter Assistants should demonstrate in their resumes communication and interpersonal skills, computer proficiency, analytical thinking, detail orientation, teamwork, and the ability to follow guidelines. Based on our selection of example resumes, eligible candidates have studied management, business, or economics.

11

Assistant Underwriter

Explained policy provisions and procedures to clients verbally and in writing

  • Quoted, analyzed and processed complex policy changes and endorsements
  • Confirmed required policy forms were attached to policy prior to issuing
  • Performed rating calculations, and assigned rates to applications
  • Reviewed correspondence, records, and reports and responded to client requests
  • Routed risk-involved matters to appropriate authority for evaluation and response
  • Issued certificates, endorsements, and other policy changes under deadlines
Candidate Info
20
years in
workforce
5
years
at this job
12

Assistant Underwriter

  • Managed and reviewed all Workers Compensation and Package New Business submissions to ensure proper placement.
  • Assisted Underwriter in review and quoting of New Business & Renewal submissions.
  • Processed endorsement and cancellations requests submitted by agents/brokers.
  • Resolved any questions/issues submitted by agents/brokers.
  • Provided lunchtime coverage for receptionist answering multi-line phone system.
Candidate Info
7
years in
workforce
2
years
at this job
AS
Liberal Arts
13

Assistant Underwriter - Small Business

Process and enter new business & renewal prospects, querying prospects to ensure accurate information and properly logging information into company's database.

  • Assist Senior Underwriters in market research analysis for new business proposals.
  • Organize and preserve company's systems - import & extract data, consolidate files, annotate documents, and document any modified changes to a new or an existing account.
  • Update spreadsheets and database to ensure accurate month-end data analytics reports.
  • Produce ad-hoc reports and create pivot tables for senior management (loss history, expense reserves, premiums & renewal credits by state).
  • Increased new business applicants by 34% in 2014 equating to increased premiums of $6M.
Candidate Info
4
years in
workforce
2
years
at this job
BS
Business Management
14

Senior Assistant Underwriter

Reviewed applications, letters, close outs, and cancellation policies.

  • Advised clients on policy documentation, correspondence, cancellations, deletions, and additions.
  • Prepared, review, rate, and issue renewals and new business policies.
  • Maintained and developed quality control procedures for finance contracts
  • Developed and implemented automated monitoring systems
Candidate Info
2
years in
workforce
2
years
at this job
MA
Master of Arts
15

Assistant Underwriter II

Accountable for rating new business, renewals and endorsements on large accounts in compliance with company's standard of 2 days.

  • Recognized by V.P. Manager and Service underwriter for processing a Renewal Account of $259,000 with no errors.
  • Exceeded Goal for issuing policies on an average of 6 days verse the company goal of 10 days verse the company goal of 10 days Average.
  • Received Phly Service plus Goal Award by returning phone calls within 24 hours or E-mail Communications within 24 to 48 hours.
Candidate Info
30
years in
workforce
7
years
at this job
HS
Business
16

Assistant Underwriter

Responsible for processing and underwriting support including reviewing quotes, binding,
issuing policies and reviewing and processing endorsement requests

  • Evaluate application forms and handle correspondence, records and reports for processing
  • Directed risk involved problems directly to manager for evaluation
  • Obtained Texas Property & Casualty Insurance license
Candidate Info
2
years in
workforce
2
years
at this job
BS
Risk Management And Insurance
17

Assistant Underwriter, Account Manager

First point of contact servicing over 1,000 direct insureds and various brokers across the United States

  • Calculated quotes, educated potential clients on insurance options and finalized sales
  • Processed all policies from inception to delivery. Duties to include but not limited to underwriting, quotes, oversee policy issuance, billing, invoicing, policy changes, certificates of insurance and maintenance of existing policies
  • Maintained agency underwriting criteria on both company and state levels. Organize and track all changes made to company specific forms as well as ISO and Acord forms
Candidate Info
20
years in
workforce
2
years
at this job
18

Assistant Underwriter

Handled agents and insurance companies questions, changes to policies, endorsements and cancellations.

  • Created and launched new system to the manager of the department to improve productivity.
  • Provided support to the members of the underwriting department in areas of underwriting operations, procedures and policies.
  • Processed new, renewal, cancellations, reinstatement and endorsements for policies.
  • Rated, quoted, issued binders for vacancy/renovations customer accounts.
Candidate Info
4
years in
workforce
1
year
at this job
HS
High School Diploma
Business Administration
19

Assistant Underwriter

  • Assessed risks to determine whether policy should be written.
  • Created excel spreadsheets for the upstart of the new commercial line within the company.
  • Answered phone calls and assisted customers with policies.
  • Maintained a filing system for the new commercial line.
Candidate Info
8
years in
workforce
6
months
at this job
Computer Engineering
Actuarial Science
20

Assistant Underwriter Via Hiregenics

Assisted Large Group Underwriters in determining risk profile using demographics, benefit design and industry assessment for groups of 500 lives and greater for Life and Disability

  • Manipulated excel based census data to produce manual/book rating for Underwriting evaluation
  • Assessed financial strength of prospective groups using reference tools such as Dun & Bradstreet
  • Participated in Quality Assurance Testing, assisting IT with administrative platform development
  • Assisted Business Travel Accident department with Broker licensing validation
Candidate Info
4
years in
workforce
8
months
at this job
C
Financial Analysis
BA
Economics

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