Senior Underwriting Assistant

Jobtailor; Sacramento (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Sacramento, CA seeks an underwriting support professional to assist underwriters with account management, policy processing, endorsements, and client service. You will handle complex mid-term activities, gather data for new business and renewals, and ensure electronic policy files are accurate and up to date.

The role emphasizes collaboration with producers, brokers, and internal partners, while serving as a resource for underwriting questions and process improvements.

Qualifications

• High school diploma or GED required.
• Minimum 3 years of underwriting support, insurance operations, agency, brokerage, or carrier experience required.
• Four or more years of insurance industry experience preferred.
• Experience supporting Commercial Lines and/or Workers' Compensation business preferred, including exposure to Property, General Liability, Commercial Auto, and Workers' Compensation coverages.

Responsibilities

• Supports Underwriters through advanced account management and policy processing activities.
• Issues new business, renewal, endorsement, cancellation, reinstatement, and policy change transactions within company guidelines.
• Processes monetary and non-monetary endorsements in accordance with underwriting authority and established procedures.
• Handles complex mid-term account management activities.
• Gathers and validates information for new business and renewal quoting.
• Ensures accuracy, organization, and maintenance of electronic policy files.
• Reviews policy transactions for accuracy and completeness prior to issuance.
• Provides customer service to the Company's clients.
• Assists producers via email and phone calls and works to strengthen our agency relationships.
• Serves as a resource for underwriting support questions and escalates issues as appropriate.
• Responds to more complex inquiries from agents, brokers, insureds, and internal business partners.
• Serves as a mentor/leader to Underwriting Technicians and Underwriting Assistants
• Identifies workflow issues and recommends changes for process improvement
• Provides guidance and training on policy processing, policy issuance, and underwriting support procedures
• Performs quality audits on underwriting support work to ensure accuracy, compliance, and adherence to established guidelines
• Trains co-workers on computer systems and department procedures
• Assists with onboarding and training of new and existing team members, including cross-training and reinforcement of best practices
• Serves as a subject matter expert for underwriting support operations

Skills

Underwriting support experience

Policy processing

Account management

Endorsement processing

Quality audits

Workflow improvement

Communication

Organization

Problem-solving

Collaboration

Education

High school diploma or GED

Tools

Electronic Policy Files

Computer systems

Job description

• Supports Underwriters through advanced account management and policy processing activities
• Issues new business, renewal, endorsement, cancellation, reinstatement, and policy change transactions within company guidelines
• Processes monetary and non-monetary endorsements in accordance with underwriting authority and established procedures
• Handles complex mid-term account management activities
• Gathers and validates information for new business and renewal quoting
• Ensures accuracy, organization, and maintenance of electronic policy files
• Reviews policy transactions for accuracy and completeness prior to issuance
• Provides customer service to the Company's clients
• Assists producers via email and phone calls and works to strengthen our agency relationships
• Serves as a resource for underwriting support questions and escalates issues as appropriate
• Responds to more complex inquiries from agents, brokers, insureds, and internal business partners
• Serves as a mentor/leader to Underwriting Technicians and Underwriting Assistants
• Identifies workflow issues and recommends changes for process improvement
• Provides guidance and training on policy processing, policy issuance, and underwriting support procedures
• Performs quality audits on underwriting support work to ensure accuracy, compliance, and adherence to established guidelines
• Trains co-workers on computer systems and department procedures
• Assists with onboarding and training of new and existing team members, including cross-training and reinforcement of best practices
• Serves as a subject matter expert for underwriting support operations

Requirements

• High school diploma or GED required
• Minimum 3 years of underwriting support, insurance operations, agency, brokerage, or carrier experience required
• Four or more years of insurance industry experience preferred
• Experience supporting Commercial Lines and/or Workers' Compensation business preferred, including exposure to Property, General Liability, Commercial Auto, and Workers' Compensation coverages

Core Competencies

Demonstrates expertise in underwriting support operations, including policy processing, account management, and customer service. Proficient in training and mentoring team members while ensuring compliance and accuracy in policy transactions.

Highest-signal resume keywords

• Underwriting Support Experience
• Policy Processing
• Commercial Lines Knowledge
• Customer Service Skills
• Mentoring and Training

ATS Optimization Keywords

Hard Skills

• Policy Issuance
• Account Management
• Endorsement Processing
• Quality Audits
• Workflow Improvement

Soft Skills

• Communication
• Organization
• Problem-Solving
• Collaboration

Industry Keywords

• Insurance Operations
• Agency Experience
• Brokerage Experience
• Workers' Compensation
• Commercial Auto
• General Liability
• Property Coverage

Tools & Technologies

• Electronic Policy Files
• Computer Systems