Insurance Underwriting Assistant: Growth Path (Temp-to-Perm)

Phaxis; New York (NY); On-site; USD 29,000 - 33,000; Full time

Job summary

Phaxis in Midtown Manhattan is seeking a junior Underwriting Assistant for a temp-to-perm track. Candidates should have 1–2 years in insurance with exposure to underwriting support or policy processing.

The role requires strong attention to detail, Excel/Word proficiency, and excellent communication. You will assist with submissions, data entry, rating tools, and broker coordination to support underwriting workflows.

Qualifications

• 1–2 years in insurance underwriting support or policy processing.
• Basic understanding of policies, binders, and coverage.
• Proficiency in Microsoft Excel and Word.
• Strong written and verbal communication.

Responsibilities

• Support underwriters with new business submissions, quoting, binding, and policy maintenance.
• Enter and maintain data in Salesforce and underwriting systems.
• Assist with rating calculations and underwriting tools.
• Process premium transactions and endorsements.
• Prepare renewal accounts, gather loss runs and documentation.
• Coordinate with brokers and internal teams to support underwriting workflow.

Skills

Insurance industry experience

Excel proficiency

Strong communication

Attention to detail

Organizational skills

Tools

Salesforce

Underwriting systems

Job description

Phaxis in Midtown Manhattan is seeking a junior Underwriting Assistant for a temp-to-perm track. Candidates should have 1–2 years in insurance with exposure to underwriting support or policy processing.

The role requires strong attention to detail, Excel/Word proficiency, and excellent communication. You will assist with submissions, data entry, rating tools, and broker coordination to support underwriting workflows.