Executive Assistant - Wholesale Insurance Brokerage

Position Summary:

We are seeking a highly organized and detail-oriented Executive Assistant to support our underwriting team. This role is integral to ensuring seamless communication and coordination among brokers, underwriters, clients, and internal departments. The ideal candidate will possess strong administrative skills, a keen eye for detail, and the ability to manage multiple tasks efficiently in a fast-paced environment.

Essential Functions:

• Review and organize client documentation to ensure completeness and compliance with relevant guidelines.
• Serve as a liaison between clients, brokers, and internal departments to gather necessary underwriting information.
• Accurately input and maintain data within underwriting systems and databases.
• Prepare and distribute underwriting binders, policies, and endorsements.
• Monitor underwriting pipelines and track the progress of pending applications.
• Generate reports and analyze key metrics related to carrier performance.
• Manage and maintain files, ensuring all documentation is filed correctly and is easily accessible.
• Assist in developing and implementing underwriting procedures and best practices.
• Handle administrative tasks, including scheduling meetings, drafting correspondence, and managing underwriting calendars.
• Provide excellent customer service by addressing client inquiries and offering updates on application status.
• Ensure adherence to company policies and regulatory requirements throughout the underwriting process.

Education, Experience and Skills Required:

• High school diploma or equivalent required; a Bachelor’s degree in Business, Finance, Insurance, or a related field is preferred.
• Prior experience in underwriting, insurance, or administrative support is advantageous.
• Familiarity with insurance terminology, policies, and underwriting processes is beneficial.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Exceptional attention to detail and accuracy in data entry and document management.
• Strong written and verbal communication skills with excellent interpersonal abilities.
• Ability to manage multiple priorities, work under pressure, and meet deadlines.
• Strong organizational and time-management skills.
• Ability to maintain confidentiality and handle sensitive information with discretion.

Preferred Qualifications:

• Experience working with underwriting software or insurance management systems.
• Familiarity with regulatory and compliance standards in the insurance industry.
• A minimum of two years of experience in the insurance industry.

Work Environment

• Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.
• Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.
• Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute.
• Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.