Underwriting Assistant

Acrisure; Stockton (CA); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Wellness resources

Paid time off

Job summary

Acrisure is seeking an Underwriting Assistant to provide administrative, operational, and servicing support to underwriting teams. You will process policy transactions, maintain documentation, and coordinate workflow to ensure accuracy and compliance across carrier guidelines and agency procedures.

The role collaborates with underwriters, carrier partners, agents, and internal teams to deliver high-quality service and maintain organized underwriting files for efficient operations.

Qualifications

• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and problem-solving abilities.
• Ability to effectively manage multiple priorities and meet deadlines in a fast-paced environment.
• Ability to work independently and collaboratively within a team environment.
• Customer-focused mindset with strong relationship-building skills.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint).
• Ability to learn and apply carrier guidelines, underwriting procedures, and agency workflows.

Responsibilities

• Process policy transactions including quotes, endorsements, renewals, cancellations, audits, policy changes, and other servicing activities accurately and efficiently.
• Review submissions, policy documentation, and supporting materials to ensure completeness, accuracy, and compliance with carrier guidelines and agency procedures.
• Assist underwriting staff with policy issuance, binding activities, and account servicing tasks.
• Maintain accurate and organized underwriting files, records, and documentation within agency management systems.
• Coordinate the collection and organization of required documentation to support underwriting and servicing activities.
• Communicate professionally with agents, carriers, clients, and internal business partners regarding policy servicing requests, outstanding requirements, and account inquiries.
• Follow up on outstanding items and resolve discrepancies to ensure complete and accurate policy records.
• Support operational workflows and departmental initiatives designed to improve efficiency, service quality, and business performance.
• Build and maintain productive working relationships with underwriters, carrier partners, agents, and other stakeholders.
• Prioritize assigned workloads and manage multiple tasks while meeting established productivity, quality, and service standards.
• Provide exceptional customer service through timely, accurate, and professional communication.
• Perform other duties and projects as assigned.

Skills

Attention to detail

Written and verbal communication

Organizational skills

Multitasking

Teamwork

Customer service mindset

MS Office Suite

Underwriting procedures

Education

High school diploma or GED

Associate degree preferred; equivalent work experience

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.

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.

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 Underwriting Assistant who provides administrative, operational, and servicing support to underwriting teams by processing policy transactions, maintaining underwriting documentation, coordinating workflow activities, and delivering exceptional customer service. This role works closely with underwriters, carrier partners, agents, and internal business partners to support the efficient management of insurance business while ensuring accuracy, compliance, and adherence to agency and carrier guidelines.

The Underwriting Assistant plays a critical role in supporting underwriting operations, servicing existing accounts, maintaining documentation, and contributing to a high-quality customer experience.

Responsibilities:

• Process policy transactions including quotes, endorsements, renewals, cancellations, audits, policy changes, and other servicing activities accurately and efficiently.
• Review submissions, policy documentation, and supporting materials to ensure completeness, accuracy, and compliance with carrier guidelines and agency procedures.
• Assist underwriting staff with policy issuance, binding activities, and account servicing tasks.
• Maintain accurate and organized underwriting files, records, and documentation within agency management systems.
• Coordinate the collection and organization of required documentation to support underwriting and servicing activities.
• Communicate professionally with agents, carriers, clients, and internal business partners regarding policy servicing requests, outstanding requirements, and account inquiries.
• Follow up on outstanding items and resolve discrepancies to ensure complete and accurate policy records.
• Support operational workflows and departmental initiatives designed to improve efficiency, service quality, and business performance.
• Build and maintain productive working relationships with underwriters, carrier partners, agents, and other stakeholders.
• Prioritize assigned workloads and manage multiple tasks while meeting established productivity, quality, and service standards.
• Provide exceptional customer service through timely, accurate, and professional communication.
• Perform other duties and projects as assigned.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. All other duties as assigned.

Requirements:

• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and problem-solving abilities.
• Ability to effectively manage multiple priorities and meet deadlines in a fast-paced environment.
• Ability to work independently and collaboratively within a team environment.
• Customer-focused mindset with strong relationship-building skills.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint).
• Ability to learn and apply carrier guidelines, underwriting procedures, and agency workflows.

Education/Experience:

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

Pay Details:
The base compensation range for this position is $18 - $22. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

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

We also offer our employees a comprehensive suite of benefits and perks, including:

• 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.