Senior Underwriting Assistant

Welling Young, LLC; Dallas (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

Welling Young, LLC is seeking a Senior Underwriting Assistant to support underwriters and program producers. You will help evaluate submissions, set up files, obtain documentation, and ensure accurate data entry for timely quotes.

The role requires strong interpersonal skills, professionalism, and the ability to thrive in a fast-paced environment with room to grow within the team.

Qualifications

• 1–3 years of underwriting or related experience.
• Strong organizational skills.
• Proven customer service excellence.
• Excellent verbal and written communication.
• Ability to work with others.
• High level of accuracy and detail.
• Proficiency with computer systems used in underwriting.

Responsibilities

• Manage incoming submissions by assuring that they are completed timely and ready to be
• Assure that submissions have not been received from other producers
• Communicate with producers and gather information as needed to assure submissions are complete
• Assure accurate filing of documents as directed
• Produce binders, policies, cancellations, renewals, changes, and endorsements as directed
• Prepare and rate policies timely for agency distribution
• Engage in optimal and appropriate usage of other applicable management systems
• Assist in development and implementation of processes and procedures
• Assist in training of other staff as directed

Skills

1-3 yrs exp

Organized

Customer service

Verbal & written comms

Team collaboration

Attention to detail

Computer systems proficiency

Job description

Welling Young has partnered with a Commercial Insurance Holding Company who is seeking a Senior Underwriting Assistant.

The Senior Underwriting Assistant position will work closely with underwriters to provide best in class service to

the programs’ producers. This includes evaluating and managing submissions, setting up files and

procuring proper documentation, communicating with producers and underwriters, assuring accurate

entry of data into the program’s systems and working with others to help timely rate and prepare quotes.

The Underwriting Assistant must have excellent interpersonal communication skills, be a decisive and

organized person who can represent the program professionally, be comfortable in a fast-paced

environment, and have the potential and desire to grow with us.

Essential Duties and Responsibilities:

• Manage incoming submissions by assuring that they are completed timely and ready to be
• Assure that submissions have not been received from other producers
• Communicate with producers and gather information as needed to assure submissions are complete
• Assure accurate filing of documents as directed
• Produce binders, policies, cancellations, renewals, changes, and endorsements as directed
• Prepare and rate policies timely for agency distribution
• Engage in optimal and appropriate usage of other applicable management systems
• Assist in development and implementation of processes and procedures
• Assist in training of other staff as directed

Skills:

• Minimum 1-3 years of experience
• High level of organization skills
• Ability to provide a high level of customer experience
• Highly effective verbal and written communication skills
• Ability to work closely with others
• High level of accuracy and detail
• Demonstrate a technical proficiency with all computer systems necessary for the efficient