Associate Underwriter

Dempsey & Siders Agency; Lakeland (FL); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

401(k) with company match

Employee stock purchase plan

Commuter benefits

Job summary

SCI Summit Consulting, LLC is seeking an On-Site Underwriting Support professional for multiple offices, including Lakeland, FL. The role emphasizes reviewing applications, coordinating with underwriters and brokers, and performing risk assessments to guide policy decisions.

The position requires an Associates Degree in Business, Finance, or related field (or equivalent experience) and offers full-time employment with on-site work four days a week and one remote day as needed.

Qualifications

• Associates Degree in Business, Finance, or a related field or equivalent experience.

Responsibilities

• Review applications for policy alignment with underwriting guidelines.
• Collaborate with underwriters and brokers to gather information.
• Review data such as financial statements and loss histories for risk assessment.
• Maintain underwriting files and ensure proper filing of documents.
• Prepare reports on risk, policy statuses, and portfolio performance.
• May underwrite new and renewal policy transactions within authority.
• Process policy information and endorsements as required.
• Respond to questions from brokers/agents.
• Support issuance of policies and endorsements in a timely manner.

Skills

Underwriting support

Risk assessment

Data review

Reporting

Broker communications

Policy processing

Education

Associates degree in Business/Finance or related field

Job description

Summit provides independent insurance agents and their clients with market-leading workers’ comp insurance and elite customer service. We’re growing and currently serve more than 7,000 independent agents and 31,000 policyholders across the South, Midwest, and Mid-Atlantic.

Our strength comes from a single-minded focus on workers’ comp and a commitment to long-term customer relationships. Summit is who you turn to when you need a specialist who not only knows workers’ comp but also gets to know your business and your priorities.

Our field team members are located in every state in which we operate.

Summit is a member of the Great American Insurance Group where our highest goal is for all employees to feel included, respected, and empowered to perform at their best.

Essential Job Functions and Responsibilities

• Great American’s culture is built on connection, shared learning, and strong relationships. To support this, employees in this role are expected to be on-site four days a week, with the flexibility to work one day remotely. Core in-office days are Tuesday–Thursday, with the fourth day determined by business needs.

• This position will be located in any of our three offices: Baton Rouge LA, Gainesville GA, Lakeland FL

• Assists in the review and evaluation of applications, ensuring they align with Company policies and underwriting guidelines.

• Works closely with underwriters and brokers/agents to gather additional information and clarify application details.

• Reviews relevant data, including financial statements, property valuations, and loss histories to assist with risk assessment.

• Assists in maintaining underwriting files, ensuring all documents and approvals are properly filed.

• Compiles reports on risk evaluations, policy statuses, and portfolio performance for underwriters and management.

• May underwrite new and renewal policy transactions within written authority.

  • May enter policy information on an assigned product, territory and / or agency in accordance with template rules.
  • Proofs / audits policy information on an assigned product, territory, and/or agency(ies).
  • Assists with reviewing premium and loss data on an individual account as part of renewal underwriting, change underwriting, or mid-term underwriting.

• Orders and reviews required reports, endorsement requests, service requests, and general correspondence.

• Research and may respond to questions from brokers/agents.

• Provides information to Processing that is needed to issue policies and endorsements on a timely basis.May issue, process or code transactions.

• Performs other duties as assigned.

Job Requirements

Education: Associates Degree in Business, Finance, or a related field or equivalent experience.

Scope of Job/Qualifications: Performs work under close supervision and technical direction. Performs standard duties utilizing often-complex processes/procedures on assignments of a routine nature.Possesses procedural knowledge and skills that enable task accomplishment.Demonstrates working knowledge of coverage and forms, provisions for policies written within the assigned territory/unit, workflow and systems. Foundational written and verbal skills. Works within standard, established authority limits.

Company:

SCI Summit Consulting, LLC

Benefits:

We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.

Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at http://www.gaig.com/careers.

*Excludes seasonal employees and interns.