Underwriting Assistant Resume Samples

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Underwriting Assistants are entry-level employees working in the insurance field. Their main duties include collecting information from clients applying for insurance, supporting Underwriters, screening applicants, and assessing risk factors. Common qualifications listed on an Underwriting Assistant resume include insurance industry familiarity, communication and networking skills, attention to details, computer competencies, and teamwork. Eligible resume samples make display of at least a high school diploma or an Associate's Degree in a field such as business or finance.

Looking for cover letter ideas? See our sample Underwriting Assistant Cover Letter.

1

Underwriting Assistant

Assisted Underwriters clearing and entering new business submissions for quoting. Performed full background check for potential insured location. Ordered and reviewed full / drive-by inspection reports for potential risk location. Communicated with brokers / clients on policy amendments and follow-up documentation. Updated documentation if necessary for cancellation.

  • Alleviated workload of Underwriters by proactively taking on additional work.
  • Provided documentation and processing assistance for office closures and transfers, facilitating the transfer of work to new office locations.
  • Exceeded duties assigned as an Underwriting Assistant, increasing efficiencies of team members.
  • Processed improvements for the number of policies being moved within the number of days established by the business channel, accomplishing in 5 days what was typically completed in 15.
  • Received Bravo Award for internal audit assistance.
  • Supported mailroom operations along with regular job responsibilities, ensuring proper parcel handling and internal delivery.
  • Handled and closed high volume of policy ratings on a monthly basis for accounting department with zero errors.
  • Processed high volume of premiums for commercial risk polices and delivered payments to cashier in a timely fashion on a daily basis.
  • Disbursed workload to team of 7 members based on skillset of each member.
Candidate Info
68
years in
workforce
28
years
at this job
HS
High School Diploma
2

Underwriting Assistant

Supported six Underwriters in reviewing submissions and obtaining the information to enable identifying and assessing risk and exposures, completing a rating workbook, and maintaining policy and claim files for the purpose of compliance, policy registration and issuance. Performed day-to-day troubleshooting and administrative tasks related to Property and Liability Commercial Insurance Programs. Reported to Regional Vice President.

  • Adhered to all service standards by completing transactional underwriting duties in a timely and accurate fashion.
  • Handled basic underwriting submission analysis for new and renewal business applications.
  • Routinely issued policies within 30 days of Binding; issued policy endorsements and processed billing and reinsurance transactions as required using Archlink and Policy Decisions.
  • Developed and maintained constructive and cooperative relationships with brokers and the assistants: coordinating work transactions by telephone, e-mail, and in person.
  • Responded promptly to all internal and external customer requests with accurate and detailed information.
  • Maintained up-to-date logs on all issued policies and upcoming renewal submissions using Microsoft Word and Excel.
  • Monitored and catalogued all underwriting email correspondence and official policy documents into a final (virtual) policy of record using Imageright system software.
Candidate Info
19
years in
workforce
5
years
at this job
BA
Bachelor of Arts
3

Underwriting Assistant III

  • Investigated applications and financial documentation submitted by customers for underwriting accuracy
  • Organized electronic account files and maintained large quantities of documentation
  • Assisted in calculating premiums for insurance policies to maximize both customer satisfaction and company profit
  • Managed high-priority phone requests from business partners in a fast-paced environment
Candidate Info
6
years in
workforce
1
year
at this job
BA
English
4

Underwriting Assistant

  • Processed quotes, policies/certificates, endorsements, system records through rating and data entry.
  • Maintained source documents by keeping policy file and Excel folders updated.
  • Entered, maintained data for endorsements, new and renewal business.
  • Created all policy forms using the applicable processing system.
  • Entered Certificates of Insurance/Coverage utilizing the issuance programs.
  • Assembled policy file, ensured source documents were properly filed and saved to correct data base.
Candidate Info
21
years in
workforce
21
years
at this job
HS
High School Diploma

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