Remote Underwriting Assistant

Placements24; Waukee (IA); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Fully remote work

Training on underwriting processes

Professional development resources

Career growth potential

Collaborative virtual team

Job summary

Placements24 is seeking a proactive and organized Remote Underwriting Assistant to support its underwriting team from home. The role focuses on gathering information, processing applications, and handling administrative tasks related to risk assessment and policy issuance.

You will work independently in a remote setting, communicating with brokers, agents, and clients, maintaining files and databases, and contributing to efficient underwriting operations through attention to detail and timely

Qualifications

• Experience in an administrative or support role, preferably within the insurance industry or a related financial services field.
• Excellent organizational skills and meticulous attention to detail.
• Proficiency with computer systems, including databases, spreadsheets, and word processing software.
• Effective written and verbal communication skills, with the ability to liaise professionally with internal and external parties.
• Ability to work independently, manage time effectively, and meet deadlines in a remote setting.

Responsibilities

• Assist underwriters in gathering and organizing prospect information, including application forms, financial statements, and inspection reports.
• Process new business applications and existing policy endorsements, ensuring all required documentation is complete and accurate.
• Conduct preliminary risk assessments and data analysis to support underwriter decision‑making.
• Communicate with brokers, agents, and clients to obtain missing information or clarify application details.
• Maintain underwriting files and databases, ensuring information is up‑to‑date and easily accessible.
• Perform administrative duties such as scheduling meetings, managing correspondence, and generating reports.

Skills

Administrative support

Detail-oriented

Strong communication

Remote work

Insurance interest

Tools

Databases

Spreadsheets

Word processing

Job description

About the Role

Our client is searching for a proactive and organized Remote Underwriting Assistant to provide crucial support to their underwriting team. Working entirely from home, you will assist underwriters in gathering information, processing applications, and managing administrative tasks related to risk assessment and policy issuance. This role is perfect for someone with strong administrative skills and an interest in the insurance sector who thrives in a self-directed, remote environment. You will play a key role in ensuring the efficiency and accuracy of the underwriting process.

Key Responsibilities

• Assist underwriters in gathering and organizing prospect information, including application forms, financial statements, and inspection reports.


• Process new business applications and existing policy endorsements, ensuring all required documentation is complete and accurate.


• Conduct preliminary risk assessments and data analysis to support underwriter decision‑making.


• Communicate with brokers, agents, and clients to obtain missing information or clarify application details.


• Maintain underwriting files and databases, ensuring information is up‑to‑date and easily accessible.


• Perform administrative duties such as scheduling meetings, managing correspondence, and generating reports.

Requirements

• Previous experience in an administrative or support role, preferably within the insurance industry or a related financial services field.


• Excellent organizational skills and meticulous attention to detail.


• Strong proficiency with computer systems, including databases, spreadsheets, and word processing software.


• Effective written and verbal communication skills, with the ability to liaise professionally with internal and external parties.


• Ability to work independently, manage time effectively, and meet deadlines in a remote setting.


• A keen interest in learning the principles and practices of insurance underwriting.

Benefits

• Competitive salary package commensurate with experience and qualifications.


• Fully remote work opportunity, offering significant flexibility.


• Comprehensive training on underwriting processes and insurance products.


• Access to relevant professional development resources and potential for career growth.


• A supportive virtual team environment focused on collaboration and efficiency.