Underwriting Assistant

UFP Grandview, LLC; Grand Rapids (MI); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Health savings account with companycon

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan with company match

Paid vacation and holidays

Stock purchase program with employee K

Educational reimbursement

Wellness programs and challenges

Other supplemental benefits

Job summary

UFP Grandview, LLC in Grand Rapids, MI is seeking an Underwriting Assistant to support our Commercial P&C underwriting team. You will handle submissions, data entry, policy paperwork, and routine communications with brokers and internal departments.

The role emphasizes accuracy, organization, and timely processing of quotes, binders, policies, and endorsements while maintaining underwriting files and compliance standards.

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.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Multi-tasking

Client service

Education

Associate’s degree or equivalent

Tools

Microsoft Office Suite

Excel

SharePoint

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.