Assistant Underwriter

Brookfield Wealth Solutions, Ltd; Omaha (NE); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Professional development opportunities

Job summary

Farm Family, part of Clearbrook Group Holdings Inc., seeks an Assistant Underwriter to support the mentor Underwriter and Underwriting Manager. The role involves preparing new and renewal accounts, collecting and analyzing underwriting information, and ensuring proper documentation before referral.

This is a 100% in‑office role based at one of Clearbrook’s locations, with travel to meet agents as needed. An Associate degree is required, with insurance experience; AINS/AU courses are preferred.

Qualifications

• Associate degree required.
• Minimum 1 year of experience as an Associate Underwriter or minimum of 3 years of other related insurance industry experience.
• Two AINS/AU courses preferred.
• Associate’s or Bachelor’s Degree is preferred; equivalent experience considered.

Responsibilities

• Reviews, appraises, and recommends submissions for acceptance or refusal for mentor Underwriter.
• Works within assigned underwriting authority (limited) and company underwriting guidelines, to make acceptable terms, conditions, and pricing decisions on behalf of the company that supports the company’s growth, profitability, and retention objectives.
• Supports Underwriters by performing a variety of tasks and file work including preparation of new and renewal accounts for Underwriter review by collecting and analyzing information to ensure that proper documentation is in the file prior to referring to the Underwriter.
• Manages workflow queues and conducts timely and thorough reviews of all assignments in a manner that supports the department’s goals for turnaround time, and that meets the departments’ file quality and risk selection expectations.
• Provides timely and professional customer service to Field Agents and/or CSRs.
• Actively communicates with Field Agents and/or CSRs as needed to obtain necessary underwriting information.

Education

Associate degree

AINS/AU courses

Bachelor’s degree preferred

Job description

Company

Farm Family

Farm Family specializes in farm and ranch protection with a wide range of products including flexible farm packages, business owner policies, commercial package, workers compensation, commercial auto and select personal auto coverage. Farm Family is a leader in serving the Northeast and Mid-Atlantic markets and is pursuing growth across the U.S. The Farm Family entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc.

Job Description

The Assistant Underwriter works closely with an experienced mentor Underwriter and the Underwriting Manager. In this role, the Assistant Underwriter supports underwriters by performing a variety of tasks, including preparing new and renewal accounts for the mentor Underwriter’s review. The position is responsible for collecting and analyzing underwriting information to ensure proper documentation is in the file before it is referred to the Underwriter. This is a home office-based desk underwriting role that requires periodic travel to meet with agents in the field. The Assistant Underwriter also provides a collaborative, consultative experience for exclusive agents to support policy growth, profitability, and retention.

This role is a 100% in office role based in one of Clearbrook’s office locations. Employees in this role are required to accurately record all hours worked and submit timesheets in accordance with company policies, established payroll deadlines, and applicable wage and hour regulations.

Essential Responsibilities:

• Reviews, appraises, and recommends submissions for acceptance or refusal for mentor Underwriter.
• Works within assigned underwriting authority (limited) and company underwriting guidelines, to make acceptable terms, conditions, and pricing decisions on behalf of the company that supports the company’s growth, profitability, and retention objectives.
• Supports Underwriters by performing a variety of tasks and file work including preparation of new and renewal accounts for Underwriter review by collecting and analyzing information to ensure that proper documentation is in the file prior to referring to the Underwriter.
• Manages workflow queues and conducts timely and thorough reviews of all assignments in a manner that supports the department’s goals for turnaround time, and that meets the departments’ file quality and risk selection expectations.
• Provides timely and professional customer service to Field Agents and/or CSRs.
• Actively communicates with Field Agents and/or CSRs as needed to obtain necessary underwriting information.

Qualifications / Experience Required:

• Associate degree.
• Supervisory/management experience not applicable.
• Minimum of one year of experience as an Associate Underwriter or a minimum of three years of other related insurance industry experience.

Preferred Qualifications:

• Associate’s or Bachelor’s Degree is preferred, but not required. Equivalent experience considered in place of collegiate studies.
• Completion of at least two Associate in General Insurance (AINS) or Associate in Underwriting (AU) courses preferred. Demonstrated commitment to completing designation and pursuing additional professional insurance education.
• Participates in productive field visits to meet agents and learn about their markets.

_ PLEASE NOTE: _

Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas.

If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at 210-321-8400.

Benefits and Compensation

We offer a competitive compensation package, performance-based incentives, and a comprehensive benefits program—including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.

Core Values

At Clearbrook our Core Values are Integrity, Collaboration, Pursuit of Excellence and Forward Thinking. These values reflect who we are today and who we aspire to be - guiding how we work, how we lead and how we succeed.