Underwriting Assistant II

Job Summary:

Under limited supervision, the Underwriting Assistant II supports our business partners within Property Underwriting. The UA II must be able to evaluate emails and other instructions from Underwriters and make determinations on how to proceed with modifying the policy documents. Standard operating procedures, reference materials, processing instructions, and 1 on 1 training are available to begin; however, top performers will be successful by relying primarily on their expert-level knowledge of forms and coverages. The UAII will book the policy premium for billing purposes, generate policy documents, send documents and/or email explanations to Brokers, and retain processing records within approved repositories. Rating requests may include policy issuance, premium audit, endorsement, or cancellation transactions for our Property line of business. Work must be completed in a timely and accurate manner and align with Products and Compliance guidelines, as well as attestation controls. This role also requires adherence to our internal metrics for productivity and quality, it requires sound judgment to interpret and make decisions with limited information, prioritize competing demands, work independently, identify discrepancies, conduct research and provide explanations in a clear and understandable manner. The UAII must also maintain strong working relationships with Underwriting, Billing, Brokers, and other internal or external stakeholders.

Responsibilities:

• Perform policy support and distribution tasks, including processing policy issuance, audits, endorsements, cancellations, and reinstatements for commercial Property lines of business.
• Process rating requests accurately using rating systems and tools, applying appropriate rules, forms, and rates per state and line-of-business requirements.
• Review transactions for accuracy and completeness prior to release, identifying and resolving discrepancies or escalating complex issues to underwriters as needed.
• Maintain thorough and organized documentation to support compliance, audit readiness, and attestation controls, ensuring all required records are complete and retrievable.
• Communicate and collaborate professionally with internal partners (underwriters, claims, actuarial) and external stakeholders (agents, brokers, insureds) to resolve questions, obtain missing information, and support service-level expectations.
• Apply, interpret, validate, and maintain standard operating procedures (SOPs); recommend updates when gaps or inefficiencies are identified.
• Engage in continuous improvement initiatives and participate in root cause problem-solving exercises to streamline processes and reduce errors or cycle time.
• Participate in team huddles, share knowledge and best practices with peers, and actively support the organization's diversity, equity, and inclusion practices and principles.
• Monitor and manage personal workload against service-level agreements (SLAs) and production/quality standards, prioritizing tasks across multiple profit centers and business partners.
• As requested, engage in self-development through training and learning opportunities, and provide guidance, mentoring, or training to new or less experienced team members and business partners.
• As requested, participate in additional assignments, projects, or process pilots supporting broader underwriting operations initiatives.

• High school diploma or equivalent required; associate's or bachelor's degree preferred.
• Typically requires 1–3 years of Property insurance, underwriting support, or administrative experience; prior Property/commercial lines exposure preferred.
• Working knowledge of commercial Property underwriting concepts, policy lifecycle (new business, renewal, endorsement, audit, cancellation), and rating processes.
• Proficiency with underwriting, policy issuance, and rating systems; strong Microsoft Office skills (Excel, Outlook, Word).
• Strong attention to detail and accuracy, with the ability to manage high transaction volumes under moderate supervision.
• Effective written and verbal communication skills, with a professional, customer-service orientation.
• Strong organizational and time-management skills; ability to prioritize and manage multiple tasks across several profit centers simultaneously.
• Demonstrated ability to follow detailed procedures while using sound judgment to identify exceptions and escalate appropriately.
• Collaborative team player who contributes to a positive, inclusive team environment.