Express Underwriting Associate

W. R. Berkley Corporation; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

Benefits package

Job summary

Berkley Financial Specialists, a member of W. R. Berkley Corporation, is seeking an underwriting support professional to assist with pre-qualification, account setup, documentation, and workflow management for financial institution bond and related lines.

You will collaborate with underwriting, operations, IT, and finance to ensure accurate data, timely processing, and effective handoffs. This role emphasizes data quality, process improvement, and the use of AI-enabled tools to streamline tasks.

Qualifications

• Bachelor's degree from a four-year college or university.
• 1+ year of insurance industry or underwriting support experience.
• Proficiency with Word and Excel; familiarity with OneNote, Power BI, Power Automate, and AI-enabled tools.
• Strong attention to detail and data accuracy.
• Ability to interpret operational data and support analytics and automation initiatives.

Responsibilities

• Support Express Underwriting workflows, including pre-underwriting review and account preparation.
• Perform pre-qualification and file preparation for new business and renewal risks.
• Prepare and maintain account documentation and quotes, binders, and renewals.
• Serve as escalation point for BPO resources and guide process expectations.
• Support onboarding, training, and quality review for underwriting support processes.
• Monitor workflow queues, turnaround times, and compliance with standards.
• Collaborate with underwriting, operations, finance, claims, IT and brokers to resolve issues.
• Maintain accurate data in underwriting and workflow systems for reporting and audit readiness.
• Assist with data analytics, reporting, and insights to support decision-making.
• Participate in automation and AI initiatives and define business requirements.

Skills

Bachelor's degree

Underwriting support

Excel

Word

Power BI

Power Automate

Data analytics

Detail orientation

Communication skills

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

OneNote

Power BI

Power Automate

AI-enabled tools

Job description

Company Details

Berkley Financial Specialists, a member of W. R. Berkley Corporation, provides customized insurance solutions and service to financial institutions, including financial institution bond and management liability coverages. Berkley Crime provides crime-related insurance products to commercial organizations, financial institutions, and governmental entities. Products are underwritten on an admitted basis on behalf of W. R. Berkley Corporation member insurance companies, which carry A.M. Best and S\&P A+ ratings and A.M. Best Financial Size Category XV.

Company Details

Berkley Financial Specialists, a member of W. R. Berkley Corporation, provides customized insurance solutions and service to financial institutions, including financial institution bond and management liability coverages. Berkley Crime provides crime-related insurance products to commercial organizations, financial institutions, and governmental entities. Products are underwritten on an admitted basis on behalf of W. R. Berkley Corporation member insurance companies, which carry A.M. Best and S\&P A+ ratings and A.M. Best Financial Size Category XV.

Responsibilities

• Support Express Underwriting workflows, including pre-underwriting review, account preparation, risk information gathering, quote/binder support, policy issuance, and timely handling of eligible transactions within established authority and procedures.
• Perform pre-qualification and file preparation for new business and renewal risks, ensuring required documentation, exposure information, and account details are complete, accurate, and ready for underwriting review.
• Prepare, maintain, and update account documentation, including general information reports, rating/review documents, file notes, quote documents, binders, binding confirmations, subjectivity follow-up, declination correspondence, endorsement requests, renewal solicitations, cancellations, and non-renewals.
• Serve as a subject matter expert and point of escalation for BPO resources, providing guidance on process expectations, quality standards, workflow questions, and issue resolution in coordination with underwriting and operations leadership.
• Support onboarding, training, documentation, and quality review activities for underwriting support processes performed by onshore and offshore resources.
• Monitor workflow queues, turnaround times, outstanding items, and process exceptions to help ensure service standards, compliance expectations, and business priorities are met.
• Partner with underwriting, operations, finance/accounting, claims, IT, and other internal stakeholders to resolve account issues, improve handoffs, and support end-to-end account lifecycle execution.
• Maintain accurate and complete data in underwriting, policy administration, and workflow systems to support reporting, audit readiness, portfolio visibility, and downstream business processes.
• Assist with data analytics and reporting initiatives by validating source data, identifying data quality issues, interpreting workflow trends, preparing operational summaries, and contributing insights that support underwriting and business operations decision-making.
• Participate in automation, AI, and process improvement initiatives by helping define business requirements, perform user testing, document procedures, evaluate outputs for accuracy, and support adoption of new tools or workflow enhancements.
• Identify opportunities to improve efficiency, accuracy, data capture, and consistency across underwriting support processes and recommend practical solutions.
• Support program business, ODEN notices, declined/unsuccessful account management, mid-term transaction processing, broker correspondence, and other underwriting support activities as assigned.
• Develop and maintain effective working relationships with internal partners, brokers, BPO resources, and cross-functional teams.
• Demonstrate proficiency in managing underwriting support tasks with minimal guidance and remain available to assist with additional workflows, special projects, and business initiatives as directed.

Qualifications

• Bachelor's Degree from a four-year college or university (preferred).
• One or more years of insurance industry, underwriting support, business operations, or related experience and/or training.
• Proficiency with Microsoft Word and Excel; familiarity with OneNote, Power BI, Power Automate, workflow documentation, user acceptance testing, and AI-enabled business tools preferred.
• Strong attention to detail, data accuracy, documentation quality, and follow-through.
• Ability to interpret operational data, identify trends, validate report outputs, and support data analytics, reporting, automation, and AI-enabled business initiatives.
• Strong communication skills, including the ability to communicate professionally with underwriters, brokers, BPO resources, internal partners, and leadership.
• Ability to work independently and collaboratively in a team environment while managing competing priorities in a fast-paced setting.
• Strong time management, organizational, problem-solving, and process improvement skills.
• Willingness to learn new tools, support technology adoption, and contribute to continuous improvement initiatives.
• The Company is an equal employment opportunity employer.

Additional Company Details

We do not accept unsolicited resumes from third party recruiting agencies or firms.

The company offers a competitive compensation plan and robust benefits package for full time regular employees including:

• Eligible to participate in annual discretionary bonus
• Benefits include: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans

The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Additional Requirements

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently exposed to outside weather conditions. The employee is occasionally exposed to wet and/or humid conditions; moving mechanical parts; high, precarious places; fumes or airborne particles; toxic or caustic chemicals; extreme cold; extreme heat; risk of electrical shock; risk of radiation; and vibration. The noise level in the work environment is usually moderate.

Sponsorship Details

Sponsorship not Offered for this Role