Underwriting Assistant

Berkley Small Business Solutions (a Berkley Company); City Of London; On-site; GBP 26,000 - 35,000; Full time

Job summary

Berkley Small Business Solutions (a Berkley Company) is seeking an Underwriting Assistant – Operations in London. The role supports underwriting workflows by ensuring policy documentation, data quality, and controls are maintained to a high standard.

You will manage data entry, document management, weekly checklists, and collaboration with Underwriters to keep accurate reporting, timely month-end close, and continuous process improvements across underwriting teams.

Qualifications

• High attention to detail with ability to manage multiple tasks.
• Confident, professional communicator, able to escalate when needed.
• Experience with operational metrics, backlogs, and quality controls.
• Proficient in Microsoft Office (Excel, Word, Outlook) for data handling.

Responsibilities

• Enter data into underwriting systems within service levels.
• Manage document and file management, ensuring records are complete and compliant.
• Own and complete weekly underwriting operations checklist on time.
• Follow up with underwriters to resolve aged items and reduce backlogs.
• Capture and store underwriting rationale and documents per governance.
• Manage data quality, data entry, credit control, and signing queries.
• Validate weekly premium movements and data accuracy for reporting.
• Escalate issues with clear action plans when backlogs arise.
• Support primary and secondary business classes for coverage and knowledge.
• Use data analytics to monitor pipeline and broker engagement.
• Contribute to continuous improvements and process enhancements.
• Support compliance and underwriting controls per policies and regulations.

Skills

Attention to detail

Stakeholder communication

Metrics & backlogs

MS Office proficiency

Job description

Responsibilities

Underwriting Assistant – Operations

Location: London

Role Purpose

Underwriting Assistants play a key role in supporting underwriting operations by ensuring policy documentation, data quality, and operational controls are maintained to a high standard. The role is responsible for managing defined operational checks, resolving queries, and working closely with Underwriters and Operations to support accurate reporting, effective controls, and timely month-end close.

Key Responsibilities

• Ensure data entry into key Underwriting systems is completed within agreed service levels.

• Ensure robust document and file management by monitoring and progressing missing or incomplete documentation. Making sure records are complete, up to date and in accordance with internal standards, regulatory requirements, and market best practice.

• Own and complete the weekly underwriting operations checklist, ensuring all required reviews are performed accurately and on time.

• Proactively follow up with Underwriters and internal stakeholders to resolve aged items and reduce operational backlogs.

• Ensure underwriting rationale and supporting documentation are captured and stored in line with minimum file and governance requirements.

• Manage data quality, data entry, credit control, and signing-related queries within agreed service levels.

• Validate weekly premium movements and confirm operational data accuracy to support reliable management information and reporting.

• Provide clear explanations and action plans where issues or backlogs arise, escalating risks where appropriate.

• Support a primary and secondary class of business, demonstrating flexibility to work across underwriting teams as required to ensure effective business coverage and to broaden technical knowledge and experience.

• Proactively leverage data and analytical insight to assist Underwriting teams with pipeline monitoring, prioritisation and broker engagement.

• Contribute to continuous improvement by identifying recurring issues and supporting process enhancements.

• Support compliance and underwriting controls by adhering to all internal policies, regulatory obligations, minimum standards, and market requirements, and escalating issues where appropriate.

Qualifications

Skills & Experience

Essential

• High attention to detail with the ability to manage multiple tasks and competing priorities.

• Confident and professional communicator, comfortable following up with stakeholders and escalating where appropriate.

• Comfortable working with operational metrics, backlogs, and quality controls.

• Comfortable using Microsoft Office applications (Excel, Word and Outlook) to support accurate data handling and day‑to‑day operational tasks.

Desirable

• Experience in underwriting support, operations, or insurance administration role.

• Experience working with underwriting or policy administration systems.

• Understanding of insurance documentation, signings, and operational controls.

• Desire to work towards relevant professional qualifications (e.g. ACII)

Personal Attributes

Proactive and organised, with a strong sense of ownership.

Resilient and comfortable working to deadlines.

Collaborative, with a continuous-improvement mindset.