Underwriting Assistant

Position Summary - General

The Underwriting Assistant provides support to Underwriter(s) and/or Sr. Underwriter(s) and will have a limited prior background in workers compensation insurance. The Underwriting Assistant’s role is standardized in nature at its outset, but evolves over time applying basic skills, and may develop advanced skills using tools and equipment appropriate for the position or specialization. The role is primarily an internal support role, though external contact with agents/customers is expected and increases with time.

Duties and tasks reflect variety and complexity underwriting workers compensation insurance applications within guidelines set forth by carrier partners. The Underwriting Assistant will resolve routine questions and problems, and refers more complex issues to higher levels. He/she works with all departments (teams) to gain knowledge of service and operational processes and procedures, which will be dominated by tasks to expedite the underwriting process, including data entry.

At an advanced level, the Underwriting Assistant may determine whether to accept, modify or decline a risk – both new and renewal business – through a comprehensive assessment of risk features, including classification codes, loss history, and risk engineering surveys, among others.

The Underwriting Assistant will, over time, engage in communication via email, telephone, and via TEAMS meetings with insured stakeholders, including insurance agents and risk managers.

This role is based in our Scottsdale office and is a telecommuter position.

• Monitoring email correspondence and other administrative tasks to expedite the underwriting process.
• Provide support to Underwriter(s) and/or Sr. Underwriter(s) analyzing and managing new and renewal workers compensation applicants, including risk selection and classification.
• Set up submissions in Artex and/or carrier systems.
• Research and analysis to identify, gather and organize information to provide recommendations to Underwriter and/or Sr. Underwriter.
• Policy Administration: Accurate, timely policy and endorsement requests; responses to bureau inquiries/criticisms.
• Fulfill agents’ requests for certificates of insurance issuance, loss runs, copies of policies, copies of invoicing, etc.
• Strong professional communication, both verbally and in writing, with internal and external stakeholders, including insurance agents, insurance carriers, and insured customer risk management teams.
• Support of general questions regarding renewal status, policy issuance, endorsement status, cancellation status, and billing inquires, commission questions, etc.)
• Reconciling and analyzing customer monthly billing reports.

• High School Graduate or GED as minimum education requirements. Prefer graduation from college or related work experience in similar environment.
• 3 or more years of related experience (insurance, financial institutions, or business office environment), ideally within workers compensation line of business.
• Excellent written and verbal communication skills.
• Strong organizational skills; time management.
• Strong ability to assess risk within underwriting guidelines.
• Demonstrated proficiency in Excel.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.