Underwriting Assistant

Jobtailor; Plano (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor in Plano, TX is seeking an experienced insurance underwriter support professional to assist Account Executives with underwriting, risk analysis, and policy issuance. You will gather required information, complete applications, and help ensure accurate quotes and binders are produced in writing.

Ideal candidates hold a General Lines license, have 1–3 years of related experience, and are proficient with MS Office.

Qualifications

• Experience underwriting and brokering risks.
• Policy issuance accuracy and compliance with state laws.
• Strong communication with producers and company reps.
• MS Office proficiency and data entry accuracy.

Responsibilities

• Assist the Account Executive when underwriting or brokering risks.
• Obtain required information and complete applications.
• Confirm quotes and binders in writing.
• Issue policies promptly and accurately.
• Process state filings and taxes per state laws.
• Coordinate with producers, company reps, and inspectors.

Skills

Underwriting

Risk Analysis

Policy Processing

Application Completion

Quote Confirmation

Confidentiality

Education

High school diploma or GED

License General Lines

Tools

MS Office Suite

Job description

• Assist the Account Executive when underwriting or brokering risks
• Obtain required information and complete proper applications
• Confirm quotes and binders in writing
• Issue policies promptly and accurately
• Make applicable state filings and pay taxes in accordance with state laws
• Process mail received by USPS, email, or fax
• Handle correspondence with company and producers as needed
• Process brokerage and contract endorsements
• Follow up on suspense items, applications, subject-to items, and inspections
• Request loss runs for years written with the office
• Order and follow up for inspections
• Review and have renewal letters processed
• Communicate with producers, company representatives, inspection companies, and finance companies
• Confirm required form coding and maintain updated policy/coverage-processing templates
• Assist Account Executives with reviewing, analyzing, and underwriting risks
• Rate submissions for premium and terms and analyze exposures for new and renewal business
• Issue written indications, quotes, and binders
• Perform other duties assigned by management or deemed necessary

Requirements

• License General Lines
• Minimum education high school or GED
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 1–3 years’ experience in a similar position minimum (preferred)

Core Competencies

Demonstrates proficiency in underwriting and brokering risks, ensuring accurate policy issuance and compliance with state regulations. Strong communication skills are essential for effective collaboration with producers and company representatives.

Highest-signal resume keywords

• License General Lines
• Underwriting Experience
• Policy Issuance
• MS Office Suite Proficiency
• Confidentiality Maintenance

Hard Skills

• Underwriting
• Risk Analysis
• Policy Processing
• Application Completion
• Quote Confirmation
• State Filings
• Brokerage Endorsements
• Loss Run Requests
• Inspection Coordination
• Renewal Processing

Soft Skills

• Exceptional Telephone Demeanor
• Confidentiality
• Communication

Certifications & Qualifications

• License General Lines

Industry Keywords

• Insurance
• Brokering
• Risk Management
• Compliance
• Premium Rating