Underwriting Assistant

Welling Young, LLC; Dallas (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Welling Young, LLC is seeking an Underwriting Assistant to support underwriters, producers, and the program’s operations. The role focuses on evaluating submissions, setting up files, procuring documentation, and ensuring accurate data entry into underwriting systems in a fast-paced environment.

You will work closely with underwriters to rate and prepare quotes, with an emphasis on organization, customer experience, and professional representation of the program.

Qualifications

• High level of organization and accuracy.
• Strong customer service focus.
• Excellent verbal and written communication skills.
• Able to work closely with others in a fast-paced environment.
• Attention to detail and data integrity.
• Proficiency with computer systems used in underwriting.

Responsibilities

• Provide underwriting and processing support tailored to the needs of the underwriter
• Analyze insured information, loss history, and financial records
• Assist the underwriter with management and rating of a book of new and renewal policies
• Prepare selection, pricing, quoting and binding of policies while ensuring consistency with underwriting guidelines
• Practice effective communication with producers and team members to build strong relationships
• Maintain organized and accurate documentation of files and correspondence
• Collaborate with underwriters and managers on complex and detail-oriented projects and assignments

Skills

Organization

Customer experience

Verbal communication

Team collaboration

Attention to detail

Technical proficiency with systems

Job description

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

Position Overview

The 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.

Responsibilities

• Provide underwriting and processing support tailored to the needs of the underwriter
• Analyze insured information, loss history, and financial records
• Assist the underwriter with management and rating of a book of new and renewal
• franchised auto and truck dealer garage insurance policies
• Prepare selection, pricing, quoting and binding of policies while ensuring consistency with
• the underwriter and compliance with underwriting guidelines
• Practice effective communication with producers and team members to build strong
• Maintain organized and accurate documentation of files and correspondence
• Collaborate with underwriters and managers on complex and detail-oriented projects and
• assignments

Skills

• 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