Captive Underwriting Assistant

Amwins; Scottsdale (AZ); Hybrid; USD 45,000 - 68,000; Full time

Benefits offered by this job

Hybrid work model

Paid time off

Paid holidays

Job summary

Amwins is seeking an Underwriting Assistant to support our Specialty & Captive division. This in-office role offers hybrid flexibility after training and provides a strong path toward underwriting growth.

You will work on submissions, data review, pricing analyses, and cross-functional coordination with brokers and carriers to ensure accurate, timely materials. This hands-on position emphasizes learning and professional development in a collaborative environment, with the opportunity to

Qualifications

• Bachelor's degree in Business, Finance, Economics, Mathematics, Statistics, Actuarial Science, Healthcare Administration, or related field is strongly preferred.
• Experience in Insurance or Underwriting is desirable.
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) required.
• Strong data entry, analytics, and attention to detail are essential.

Responsibilities

• Support underwriting submissions, RFP responses, renewal materials, and proposals for self-funded, stop-loss, and captive programs.
• Review prospect and renewal data for completeness and accuracy; coordinate follow-ups.
• Assist with analysis of claims, enrollment, utilization, premium, and other healthcare data.
• Develop pricing analyses, financial models, and risk summaries under guidance.
• Maintain organized account, submission, renewal, and historical data for reference.
• Communicate with brokers, TPAs, carriers, actuaries, and sales teams to clarify discrepancies.

Job description

Join Our Team as an Underwriting Assistant at Amwins!

Join Amwins as an Underwriting Assistant supporting our Specialty & Captive division. This role provides foundational support through data analysis, proposal and renewal preparation, and coordination with internal and external partners. It is a hands-on opportunity to build the skills and knowledge needed to grow into a full Underwriter role over time. This is an in-office position that offers flexibility to work from home up to 2 days a week after the completion of training.

Why Choose Amwins?

• Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
• Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
• Continual Learning: Thrive in a collaborative, education-focused work environment.

Learn More About Us At Amwins.com/benefits.

Responsibilities include:

• Support: Assist the team with new business submissions, RFP responses, renewal materials, proposals, quote comparisons, and other underwriting deliverables for self-funded, stop-loss, and captive programs.
• Review: Examine incoming prospect and renewal data for completeness, accuracy, and consistency; identify missing or questionable information and coordinate follow-up as directed.
• Analyze: Assist with analysis of claims, enrollment, utilization, premium, and other healthcare data to support the assigned underwriter's risk evaluation.
• Prepare: Help develop pricing analysis, financial models, quote spreadsheets, and risk summaries under underwriter direction.
• Develop: Build working familiarity with the factors that influence self-funded healthcare risk, including claims experience, plan design, demographics, funding arrangements, and captive structures.
• Organize: Maintain accurate and organized account, submission, renewal, and historical data for underwriting reference.
• Quality Control: Check data, calculations, reports, and proposal materials for accuracy and consistency, flagging discrepancies to the underwriter.
• Communicate: Interact with brokers, third-party administrators, carriers, actuaries, and sales professionals to obtain information and clarify discrepancies, as directed by the underwriting team.
• Track: Monitor outstanding submissions, quotes, and renewal requirements to help ensure deadlines and service standards are met.
• Participate: Engage in training, team meetings, and workflow-improvement initiatives to build technical and business knowledge.

Qualifications include:

• Education: A college degree in Business, Finance, Economics, Mathematics, Statistics, Actuarial Science, Healthcare Administration, or other applicable field is strongly preferred; equivalent work experience also considered.
• Experience: Prior Insurance and/or Underwriting experience is strongly preferred
• Industry Knowledge: Familiarity with self-funded health plans, stop-loss, level-funded plans, captive insurance, employee benefits, or healthcare finance is a plus.
• Confidentiality: Ability to maintain a high level of professionalism and confidentiality with sensitive account and health data.
• Customer Service Focused: Must be customer service oriented and comfortable working with brokers and internal partners.
• Tech Proficiency: Strong proficiency with Microsoft Office products including Word, Excel, Outlook and PowerPoint.
• Technology & Adaptability: Comfortable working in evolving, technology-driven environments, including the adoption of new tools, systems, and AI-enabled workflows.
• Prioritization: Proven ability to effectively manage time, prioritize workload and meet deadlines in a fast-paced environment.
• Teamwork & Communication: Ability to work cooperatively with various staff members and to communicate effectively, both written and verbally, with internal and external parties.
• Attention to Detail: Sense of urgency and attention to detail are necessities.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.