Captive Underwriting Assistant

Amwins; Scottsdale (AZ); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work

Comprehensive benefits

PTO & holidays

Learning opportunities

Job summary

Amwins is seeking an Underwriting Assistant to support our Specialty & Captive division. You will help with submissions, renewals, data review, and pricing analyses while learning to grow into an Underwriter role.

The role is in-office with the option to work from home up to 2 days/week after training, offering a hybrid work environment and benefits from day one.

Qualifications

• College degree strongly preferred; equivalent work experience considered.
• Prior Insurance and/or Underwriting experience preferred.
• Familiarity with self-funded health plans, stop-loss, level-funded plans, captive insurance, or healthcare finance is a plus.
• Confidentiality and professionalism with sensitive data required.
• Customer-service oriented and comfortable working with brokers and internal partners.
• Proficiency with Word, Excel, Outlook and PowerPoint.

Responsibilities

• Support team with new business submissions, RFP responses, renewal materials, proposals, quote comparisons, and underwriting deliverables.
• Review incoming prospect and renewal data for completeness, accuracy, and consistency; coordinate follow-up as directed.
• Analyze claims, enrollment, utilization, and premium data to support risk evaluation.
• Prepare pricing analyses, financial models, quote spreadsheets, and risk summaries under underwriter direction.
• Build familiarity with self-funded healthcare risk factors, including claims experience and plan design.
• Maintain accurate and organized account, submission, renewal, and historical data for underwriting reference.
• Check data, calculations, and reports for accuracy; flag discrepancies to the underwriter.
• Communicate with brokers, third-party admins, carriers, actuaries, and sales to obtain information and clarify discrepancies.
• Track outstanding submissions, quotes, and renewal requirements to meet deadlines.
• Participate in training and workflow-improvement initiatives to build knowledge.

Skills

Customer service

Communication

Attention to detail

Prioritization

Education

Bachelor's degree

Actuarial Science

Tools

Microsoft Office

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?

At Amwins, we value our team members and offer a range of benefits to enhance your work experience:

• 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.