Lead Underwriting Assistant

Old Republic Commercial Risk; Center Square (PA); On-site; USD 65,000 - 95,000; Full time

Job summary

Old Republic Commercial Risk is seeking a Lead Underwriting Assistant in Center Square, PA. The role focuses on mentoring Underwriting Assistants and Submissions staff while ensuring accurate workflows and timely underwriting support.

You will coach, train, and develop the team, oversee documentation and quality control, and partner with management on onboarding and staffing needs to drive operational excellence.

Qualifications

• Bachelor's degree preferred but not required.
• A minimum of 10 years of work experience in the Insurance Industry.
• In-depth knowledge of policy terms and conditions.
• Experience mentoring a team of Underwriting Assistants or similar staff.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Experience in training and mentoring employees is essential.

Responsibilities

• Provide mentorship and day-to-day support to Underwriting Assistants and Submissions staff, promoting productivity and growth.
• Coordinate workflow, prioritize tasks, balance workloads, and communicate needs to management for timely completion.
• Provide coaching, training, and feedback to support staff development and communicate observations to management.
• Identify training needs and develop training materials and resources for staff success.
• Lead or participate in team meetings to communicate objectives and address challenges.
• Oversee workflow processes including submission clearance, data entry, file creation, documentation, and quality control to ensure accuracy and compliance.
• Serve as a subject matter expert on systems, forms, and procedures, guiding inquiries and supporting underwriting operations.
• Identify, recommend, and implement process improvements to enhance efficiency and customer service.
• Partner with management on onboarding and training activities and workforce planning.
• Collaborate with underwriters to prepare documentation and perform quality control reviews.

Skills

Mentorship

Communication

Time management

Organization

Interpersonal skills

Multitasking

Independent work

Adaptability

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

The Lead Underwriting Assistant provides mentorship and guidance to Underwriting Assistants and Submissions staff, fostering productivity, accountability, collaboration, and balanced workloads. This role ensures the accuracy, quality, and timeliness of underwriting support activities, enabling efficient operations and informed underwriting decisions. The Lead Underwriting Assistant contributes to achieving departmental objectives through operational excellence, process improvement, staff development, and adherence to established policies, procedures, and service standards.

Essential Job Functions

• Provide mentorship, guidance, and day‑to‑day support to Underwriting Assistants (UAs), Submissions staff, and interns to promote productivity, accountability, and professional growth.


• Assist in coordinating workflow, prioritizing tasks, balancing workloads, and communicating operational needs to management to help ensure timely completion of responsibilities.


• Provide ongoing coaching, training, and constructive feedback to support employee development and communicate observations and recommendations to management.


• Identify training and development needs; create, maintain, and deliver training materials, job aids, and other resources to support staff success.


• Facilitate or support team meetings to communicate objectives, reinforce expectations, address operational challenges, and promote collaboration.


• Oversee workflow processes, including submission clearance, data entry, file creation, documentation, and quality control to ensure accuracy, efficiency, and compliance with underwriting guidelines.


• Serve as a subject matter expert on systems, workflows, policy forms, and operational procedures, providing guidance, resolving inquiries, and supporting underwriting operations.


• Identify, recommend, and implement process improvements to enhance operational efficiency, consistency, quality, and customer service.


• Partner with management on onboarding and training activities and provide input regarding workflow planning, staffing needs, and operational support requirements.


• Collaborate with underwriters to prepare underwriting documentation and perform quality control reviews to ensure accurate, timely outputs and compliance with underwriting requirements.

Requirements

• A bachelor’s degree is preferred but not required.


• A minimum of 10 years of work experience in the Insurance Industry.


• In-depth knowledge and understanding of policy terms and conditions.


• A background in providing mentorship to a team of Underwriting Assistants, fostering a collaborative and supportive environment while guiding employees to enhance their skills and performance.


• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.


• Experience in training and mentoring employees is essential.

Skills & Abilities

• Strong information-processing skills with the ability to quickly and accurately analyze, evaluate and act on information while maintaining a high level of attention to detail.


• Excellent written and verbal communication skills.


• Exceptional time management skills.


• Strong organizational skills.


• Strong interpersonal skills with the ability to motivate and engage team members effectively.


• Proven ability to manage multiple priorities and tasks simultaneously while maintaining effectiveness and efficiency.


• Ability to work independently with minimal supervision in a fast‑paced team environment.


• Ability to adapt to changing priorities and meet deadlines in a dynamic work environment.