Underwriting Assistant

Acrisure; Charlotte (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan with employer match

Paid time off

Job summary

Acrisure is seeking a Commercial Underwriting Assistant to provide administrative and operational support to the underwriting team, processing policy transactions and maintaining documentation. The role engages with underwriters, carriers, and agents to ensure timely, accurate servicing while upholding carrier guidelines and agency procedures.

The position emphasizes on-site collaboration, high organization, and customer service excellence in a fast-paced environment.

Qualifications

• High school diploma or GED required; associate degree preferred.
• Experience in insurance, customer service, administrative support, or underwriting support preferred.
• Strong communication and time management skills with accuracy and attention to detail.

Responsibilities

• Prepare and process quotes, endorsements, policy changes, cancellations, and servicing transactions.
• Respond to agent, broker, and client inquiries with professional service.
• Review and process submissions per carrier guidelines and agency procedures.
• Assist with binding documentation and policy issuance.
• Maintain accurate underwriting files and policy records in agency systems.
• Coordinate collection and filing of policy documents to ensure compliance.
• Follow up to obtain missing information and resolve discrepancies.
• Collaborate with underwriters and partners to support efficient policy processing.
• Prioritize workloads to meet productivity and service standards.

Skills

Microsoft Office Suite

Written communication

Time management

Organizational skills

Multi-priority handling

Analytical thinking

Team player

Education

High school diploma or GED

Associate degree preferred

Tools

Microsoft Office

Job description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting‑edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting‑edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary:

Wholesure Inc., a division of Acrisure, is looking for an experienced Commercial Underwriting Assistant who provides administrative and operational support to the underwriting team by processing policy transactions, maintaining underwriting documentation, and coordinating servicing activities. This role works closely with underwriters, carrier partners, and agents to ensure the timely and accurate processing of commercial insurance business while maintaining compliance with carrier guidelines and agency procedures. The Commercial Underwriting Assistant plays a key role in supporting operational efficiency and delivering exceptional customer service.

Responsibilities:

• Prepare and process insurance quotes, endorsements, policy changes, cancellations, and other policy servicing transactions accurately and efficiently.
• Respond promptly to agent, broker, and client inquiries via phone, email, and other communication channels while providing exceptional customer service.
• Review and process new business submissions and supporting documentation in accordance with carrier guidelines and agency procedures.
• Assist underwriters and other business partners with the preparation and processing of binding documentation and policy issuance.
• Maintain accurate and up-to-date underwriting files, policy records, and supporting documentation within agency management systems.
• Coordinate the collection, organization, and filing of policy documentation to ensure accuracy, completeness, and regulatory compliance.
• Follow up with agents, carriers, and clients to obtain outstanding information, resolve discrepancies, and ensure complete and accurate policy records.
• Collaborate with underwriters, carrier partners, and internal teams to support efficient policy processing and timely service delivery.
• Prioritize assigned workloads while meeting established productivity, quality, and service standards.

Requirements:

• Proficient in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint).
• Strong written and verbal communication skills with the ability to interact professionally with agents, carriers, and internal stakeholders.
• Highly organized with exceptional attention to detail and strong time management skills.
• Ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
• Strong analytical and problem‑solving skills with a commitment to accuracy.
• Ability to work both independently and collaboratively as part of a team.
• Strong customer service skills with a focus on responsiveness, professionalism, and relationship building.

Education/Experience:

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

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.