Underwriter Assistant

Acrisure; Burlington (NC); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company match

Paid time off and holidays

Wellness resources

Job summary

Wholesure Inc., a division of Acrisure, seeks an Underwriting Assistant to provide administrative and servicing support to underwriting teams. You will process policy transactions, maintain underwriting files, and coordinate workflow with underwriters, carriers, and agents to ensure accuracy and compliance.

The role emphasizes high-quality customer service, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• High school diploma or GED required.
• Associate degree preferred; equivalent work experience considered.
• Previous insurance, customer service, administrative support, or underwriting support experience preferred.

Responsibilities

• Process policy transactions including quotes, endorsements, renewals, cancellations, audits, policy changes, and other servicing activities accurately and efficiently.
• Review submissions, policy documentation, and supporting materials for completeness, accuracy, and compliance with carrier guidelines and procedures.
• Assist underwriting staff with policy issuance, binding activities, and account servicing tasks.
• Maintain accurate and organized underwriting files and documentation in agency systems.
• Coordinate collection and organization of required documentation to support underwriting and servicing activities.
• Communicate professionally with agents, carriers, clients, and internal partners regarding servicing requests and inquiries.
• Follow up on outstanding items and resolve discrepancies to ensure complete policy records.

Skills

Attention to detail

Communication

Organization & analysis

MS Office

Team collaboration

Education

High school diploma or GED

Associate degree preferred

Tools

Microsoft Office

Job description

About Wholesure

Wholesure is a leading specialty and wholesale insurance platform that brings best-in-class expertise, market access, and insurance solutions together under one roof.

We are a leading wholesale insurance and specialty solutions distributor comprised of some of the best-in-class organizations in the industry. Bringing together experience, expertise, market access and service across a broad range of product lines, we’re proud to connect our clients with access to coverage and insurance solutions that can best serve their needs.

Job Summary:

Wholesure Inc., a division of Acrisure, is looking for an Underwriting Assistant who provides administrative, operational, and servicing support to underwriting teams by processing policy transactions, maintaining underwriting documentation, coordinating workflow activities, and delivering exceptional customer service. This role works closely with underwriters, carrier partners, agents, and internal business partners to support the efficient management of insurance business while ensuring accuracy, compliance, and adherence to agency and carrier guidelines.

The Underwriting Assistant plays a critical role in supporting underwriting operations, servicing existing accounts, maintaining documentation, and contributing to a high-quality customer experience.

Responsibilities:

• Process policy transactions including quotes, endorsements, renewals, cancellations, audits, policy changes, and other servicing activities accurately and efficiently.
• Review submissions, policy documentation, and supporting materials to ensure completeness, accuracy, and compliance with carrier guidelines and agency procedures.
• Assist underwriting staff with policy issuance, binding activities, and account servicing tasks.
• Maintain accurate and organized underwriting files, records, and documentation within agency management systems.
• Coordinate the collection and organization of required documentation to support underwriting and servicing activities.
• Communicate professionally with agents, carriers, clients, and internal business partners regarding policy servicing requests, outstanding requirements, and account inquiries.
• Follow up on outstanding items and resolve discrepancies to ensure complete and accurate policy records.
• Support operational workflows and departmental initiatives designed to improve efficiency, service quality, and business performance.
• Build and maintain productive working relationships with underwriters, carrier partners, agents, and other stakeholders.
• Prioritize assigned workloads and manage multiple tasks while meeting established productivity, quality, and service standards.
• Provide exceptional customer service through timely, accurate, and professional communication.
• Perform other duties and projects as assigned.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. All other duties as assigned.

Requirements:

• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and problem-solving abilities.
• Ability to effectively manage multiple priorities and meet deadlines in a fast-paced environment.
• Ability to work independently and collaboratively within a team environment.
• Customer-focused mindset with strong relationship-building skills.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint).
• Ability to learn and apply carrier guidelines, underwriting procedures, and agency workflows.

Education/Experience:

• High school diploma or GED required.
• Associate degree preferred; equivalent work experience.
• Previous insurance, customer service, administrative support, or underwriting support experience preferred.

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Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan, UPMC Children’s Hospital in Pittsburgh, Pennsylvania and Blythedale Children’s Hospital in Valhalla, New York.

Employee Benefits:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer.

We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Welcome, your new opportunity awaits you.