On-site Underwriting Assistant — Data & Risk Support

Risk Services, LLC; Sarasota (FL); On-site; USD 40,000 - 56,000; Full time

Job summary

Risk Services, LLC seeks an Underwriting Assistant for a full-time, on-site role in Sarasota, FL. You will gather and review application data, prepare documentation, and maintain records for insurance policies and captive programs, supporting underwriters and internal teams.

Responsibilities include data entry, file organization, risk evaluation support, and timely correspondence with clients and brokers, ensuring adherence to underwriting guidelines and regulatory requirements.

Qualifications

• Strong analytical skills to review data and support risk assessments.
• Effective communication with internal and external stakeholders.
• Foundational knowledge of insurance concepts, products and terminology.
• Customer service skills to handle inquiries professionally.
• Basic underwriting skills or interest in developing underwriting expertise.
• Attention to detail; proficiency with standard office software.
• Education in business/finance/risk management preferred, but not required.

Responsibilities

• Gather and review application data, prepare documentation, and maintain records.
• Data entry and file organization to support underwriting workflows.
• Assist with risk evaluations and regulatory compliance.
• Handle routine correspondence with clients, brokers, and internal teams.
• Respond to customer inquiries and track policy changes/ renewals.
• Ensure adherence to underwriting guidelines and regulatory requirements.
• Collaborate with underwriting and operations staff to promote efficiency.

Skills

Analytical skills

Communication skills

Insurance concepts

Customer service

Underwriting basics

Excel/Word proficiency

Organization/time-management

Teamwork

Independent work

Education

Associate or bachelor's degree in business/finance/risk management

Tools

Excel

Word

Job description

Risk Services, LLC seeks an Underwriting Assistant for a full-time, on-site role in Sarasota, FL. You will gather and review application data, prepare documentation, and maintain records for insurance policies and captive programs, supporting underwriters and internal teams.

Responsibilities include data entry, file organization, risk evaluation support, and timely correspondence with clients and brokers, ensuring adherence to underwriting guidelines and regulatory requirements.