Demo

Underwriting Assistant

Boutique Recruiting
Lindale, TX Full Time
POSTED ON 3/26/2025
AVAILABLE BEFORE 4/22/2025

Join a leading national insurance program manager and wholesaler specializing in customized insurance products distributed exclusively through an appointed producer network. As an Underwriting Assistant, you will play a pivotal role in ensuring the accuracy and efficiency of underwriting processes while supporting a collaborative and results-driven team. This is a fantastic opportunity for a detail-oriented professional seeking to grow within a dynamic, remote-work environment in the insurance industry.

Underwriting Assistant Requirements :

  • 1.5-2 years of data entry experience
  • Background in insurance or mortgage industries in any capacity
  • Experience with various technology systems and the ability to quickly adapt to new platforms
  • Familiarity with insurance rating tools preferred
  • Detail-oriented, highly accountable, and capable of working independently in a remote setting

Underwriting Assistant Responsibilities :

  • Prepare and organize data for underwriting reviews and input into CRM systems
  • Follow up with clients on outstanding documentation, ensuring timely submissions
  • Monitor and prioritize tasks to meet deadlines and KPI goals
  • Transcribe insurance applications and maintain accurate records in CRM systems
  • Generate proposals, policy changes, and manage policy endorsements, renewals, and amendments
  • Collaborate with the underwriting team and raise flags when additional support is needed
  • Learn and utilize insurance rating tools and company workflows through comprehensive training
  • Benefits :

  • Remote work with occasional travel for conferences
  • 401(k) plan
  • Medical, dental, and vision coverage
  • Profit sharing opportunities
  • PTO, plus 6 paid holidays
  • Collaborative and supportive company culture with growth opportunities
  • If you are a motivated self-starter with an eye for detail and a passion for the insurance industry, we encourage you to

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