Underwriting Assistant

Ardellis Insurance Ltd; Grand Rapids (MI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Health savings account with company

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan with company match

Paid vacation and holidays

Stock purchase program with employee

Educational reimbursement

Wellness programs and challenges

Job summary

UFP Industries in Grand Rapids, MI, is seeking an Underwriting Assistant to support our Commercial P&C underwriting team with administrative and technical tasks that enable efficient evaluation, processing, and servicing of Excess & Surplus policies.

You will assist with submissions, endorsements, policy documents, and communication with brokers and internal teams, while maintaining accurate data in SharePoint, Excel, and related systems.

Qualifications

• Associate's degree or equivalent work experience.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Office Suite.
• Ability to manage multiple tasks and prioritize work effectively in a fast-paced environment, without sacrificing quality.
• Team player with commitment to excellent client service.

Responsibilities

• Submission Management: Receive, log, and organize incoming submissions from brokers and agents. Ensure all required documentation is complete.
• Tracking & Reporting: Input and maintain accurate data in various systems including SharePoint, Excel, and others as needed.
• Policy Processing: Assist in the preparation, issuance, and delivery of quotes, binders, policies, and endorsements.
• Communication: Communicate with brokers, agents, and internal departments to gather information, clarify details, and follow up on outstanding items.
• Document Management: Maintain organized files for underwriting records and correspondence.
• Compliance & Quality Control: Review documents for completeness and accuracy before finalizing. Ensure all underwriting files meet internal compliance standards and guidelines.
• Reporting: Generate Excel reports and summaries for underwriters and management as needed.
• Team Collaboration: Provide general administrative support to the underwriting team and contribute to other insurance department projects and assignments as needed.
• Performs other similar duties as assigned.

Education

Associate's degree

Tools

Microsoft Office

Job description

Job Summary

The Underwriting Assistant directly supports our Commercial P&C Underwriting team, by performing administrative and technical tasks that facilitate the evaluation, processing, and servicing of Excess & Surplus lines insurance policies. This role is essential in ensuring timely and accurate handling of submissions, endorsements, and policy documentation.

Duties and Responsibilities

• Submission Management: Receive, log, and organize incoming submissions from brokers and agents. Ensure all required documentation is complete.
• Tracking & Reporting: Input and maintain accurate data in various systems including SharePoint, Excel, and others as needed.
• Policy Processing: Assist in the preparation, issuance, and delivery of quotes, binders, policies, and endorsements.
• Communication: Communicate with brokers, agents, and internal departments to gather information, clarify details, and follow up on outstanding items.
• Document Management: Maintain organized files for underwriting records and correspondence.
• Compliance & Quality Control: Review documents for completeness and accuracy before finalizing. Ensure all underwriting files meet internal compliance standards and guidelines.
• Reporting: Generate Excel reports and summaries for underwriters and management as needed.
• Team Collaboration: Provide general administrative support to the underwriting team and contribute to other insurance department projects and assignments as needed.
• Performs other similar duties as assigned.

Qualifications

• Associate's degree, or equivalent work experience.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Office Suite.
• Ability to manage multiple tasks and prioritize work effectively in a fast-paced environment, without sacrificing quality.
• Team player with commitment to excellent client service.

Preferred Skills and experience

• Ability to multitask and prioritize work effectively with strong attention to detail.
• Understanding of insurance regulations and underwriting guidelines.

Benefits

• Medical insurance
• Health savings account with company contribution
• Dental insurance
• Vision insurance
• Basic and voluntary life insurance
• Disability insurance
• 401(k) plan with company match
• Paid vacation and holidays
• Stock purchase program with employee discount
• Educational reimbursement
• Wellness programs and challenges
• Other supplemental benefits

The Company is an Equal Opportunity Employer.

Please watch our welcome video below to learn more about UFP Industries! Wondering what the companies of UFP Industries are all about? We're successful. We've been around for more than 65 years, and we've been profitable every year since our founding. We work hard, and we know how to set and beat records. We're competitive. Our line of work is demanding, but you'll get back what you put in and have fun doing it. We're family. We care for each other and want to see each other succeed. We enjoy watching each other build great careers and take advantage of the many opportunities we have to advance. And that makes UFP Industries a great place to be. We work hard and smart. We learn and grow from each other, from experience, from trial and error, from success. We collaborate to maintain our competitive edge. And we do it all on a global scale.