Underwriting Assistant

Old Republic Excess & Surplus; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

Old Republic Excess & Surplus is seeking an Underwriting Assistant to support the underwriting team. The role coordinates submission intake, analyzes loss and exposure data, and maintains accurate underwriting files within the policy management system.

Responsibilities include evaluating submissions, summarizing loss information for underwriters, and tracking quotes while developing relationships with the underwriting team and brokers across the territory.

Qualifications

• Minimum of three years of commercial insurance experience; Excess and Surplus experience preferred.
• Strong planning and organization skills; ability to maintain accurate records.
• Strong communication skills on multiple platforms.
• Ability to multitask paired with strong time management skills.
• Must be able to make informed decisions and effectively meet deadlines.
• Attention to detail; accurate proofreading skills.
• Flexibility and tenacity; ability to work in a team environment.
• High School Degree or Equivalent required; Bachelor's degree preferred.

Responsibilities

• Evaluate new submissions for completeness; request information as needed and communicate to assigned Underwriter and brokers within the territory (exposure, loss, and general account data, etc.)
• Analyze loss information to summarize the data for the underwriting team.
• Investigate operations of the insured (identify changes and detail the program's structure of accounts, record data points of the accounts, etc.) to execute the setup of the underwriting file documentation.
• Perform tracking of underwriter quotes, recording pertinent data, in order to develop and maintain the department’s data management system, including rate analysis, quotes, binders, and other key statistics. Maintain all active underwriting files for completeness.
• Assist with the setup and tracking of assignments/tasks for all accounts.
• Develop key relationships with the underwriting team, assigned brokers, and members of the Old Republic organization.

Skills

Microsoft Office

Detail orientation

Time management

Communication skills

Education

High School Diploma or Equivalent

Bachelor's degree preferred

Job description

Old Republic is a leading specialty insurer that operates diverse property & casualty and title insurance companies. Founded in 1923 and a member of the Fortune 500, we are a leader in underwriting and risk management services for business partners across the United States and Canada. Our specialized operating companies are experts in their fields, enabling us to provide tailored solutions that set us apart.

Position Overview:

The Underwriting Assistant provides essential support to the underwriting team by coordinating submission intake, analyzing loss and exposure data, and maintaining accurate underwriting files. This role serves as a key liaison between underwriters and brokers, ensuring information is complete, properly documented, and entered into the policy management system.

Essential Job Functions:

• Evaluate new submissions for completeness; request information as needed and communicate to assigned Underwriter and brokers within the territory (exposure, loss, and general account data, etc.)
• Analyze loss information to summarize the data for the underwriting team.
• Investigate operations of the insured (identify changes and detail the program's structure of accounts, record data points of the accounts, etc.) to execute the setup of the underwriting file documentation.
• Perform tracking of underwriter quotes, recording pertinent data, in order to develop and maintain the department’s data management system, including rate analysis, quotes, binders, and other key statistics. Maintain all active underwriting files for completeness.
• Assist with the setup and tracking of assignments/tasks for all accounts.
• Develop key relationships with the underwriting team, assigned brokers, and members of the Old Republic organization.

Qualifications:

• High School Degree or Equivalent required; Bachelor's degree preferred.
• Minimum of three years of commercial insurance experience; Excess and Surplus experience preferred.
• Strong planning and organization skills; ability to maintain accurate records.
• Strong communication skills on multiple platforms.
• Ability to multitask paired with strong time management skills.
• Strong working knowledge of Microsoft Office Products.
• Must be able to make informed decisions and effectively meet deadlines.
• Attention to detail; accurate proofreading skills.
• Flexibility and tenacity; ability to work in a team environment.

ORI is an Equal Opportunity Employer. ORI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.