Underwriting Assistant II

Everest; Boston (MA); On-site; USD 57,000 - 82,000; Full time

Job summary

Everest Insurance Company in Warren, NJ, with additional locations in Atlanta and Boston, is seeking an Underwriting Assistant II to join our U.S. Wholesale Property Operations team.

You will provide operational and technical support across the commercial property policy lifecycle, assisting underwriters and processing submissions through policy issuance and midterm servicing. The role emphasizes accurate processing, adherence to service commitments, and collaboration with brokers and internal

Qualifications

• Two or more years of experience in commercial insurance operations or underwriting support.
• Experience supporting commercial property or excess and surplus lines is preferred.
• Experience delivering responsive service to business-to-business customers in deadline-driven environments.
• Working knowledge of commercial insurance terminology and policy administration systems is preferred.
• Proficiency with Microsoft 365 apps; intermediate Excel skills are preferred.

Responsibilities

• Process and service new-business submissions, renewals, bind requests, and other midterm transactions.
• Perform rating, binder preparation, policy booking, issuance, and file maintenance.
• Ensure instructions are documented before binding or issuing and escape unclear instructions.
• Gather, review, and track underwriting information; prioritize work and resolve items.
• Manage portfolio of accounts from intake through completion while meeting service commitments.

Skills

Organizational skills

Communication skills

Analytical skills

Independent worker

Time management

Education

High school diploma

Associate or bachelor’s degree preferred

Insurance coursework preferred

Tools

Microsoft 365

Excel

Outlook

Teams

Policy systems

Job description

Title: Underwriting Assistant II

Company: Everest Insurance Company

Job Category: Underwriting Operations

Job Description: Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.

Underwriting Assistant II, Wholesale Property

Everest is seeking an Underwriting Assistant II to join our U.S. Wholesale Property Operations team. The position provides operational and technical support to Everest’s Wholesale Property underwriting teams across the commercial property policy lifecycle. The Underwriting Assistant II supports multiple Wholesale Property segments and helps deliver timely, accurate service from submission intake through policy issuance and midterm servicing.

Everest provides customized insurance solutions for complex risks. Within Wholesale Property, Underwriting Operations partners closely with underwriters, brokers, business-process partners, and technology teams to deliver accurate and responsive service while maintaining strong operational controls.

Job Summary

This role is part of Everest’s Operations organization and provides operational and technical support to Wholesale Property underwriting teams, including Middle Market, large-account Primary and Excess Property, and Assumed Reinsurance. The Underwriting Assistant II independently manages assigned transactions, coordinates with underwriting and business-process partners, and helps ensure that submissions, bind requests, endorsements, policy documents, and related records are processed accurately and within established service commitments.

Primary responsibilities include:

• Process and service new-business submissions, renewals, bind requests, policy issuance activities, endorsements, cancellations, and other midterm transactions accurately and within established service commitments.
• Perform assigned rating, binder preparation, policy booking, policy-document review, issuance, and file-maintenance activities in accordance with approved underwriting instructions and applicable procedures.
• Confirm that required underwriting instructions and approvals are documented before completing bind, booking, issuance, or endorsement activities; escape incomplete, inconsistent, or unclear instructions.
• Gather, review, and track underwriting information and supporting documentation; maintain active oversight of assigned transactions, prioritize work appropriately, and drive timely resolution of outstanding items.
• Manage an assigned portfolio of accounts and transactions, maintaining ownership from intake through completion while balancing competing priorities and meeting service commitments.

Documentation, Quality and Controls

• Maintain complete, accurate, and timely underwriting-file documentation, including transaction correspondence, approvals, policy documents, and required checklists, in accordance with recordkeeping and audit requirements.
• Validate key policy and transaction data across source documents and systems, investigate discrepancies, and complete assigned reconciliations or corrections.
• Identify and promptly escape processing exceptions, system issues, service risks, quality concerns, and potential control or compliance issues.
• Meet established internal and external service-level commitments while complying with applicable regulatory requirements, operational controls, and documented procedures.
• Review and follow current processing guidelines, workflows, job aids, and control requirements; identify trends, root causes, and opportunities for process improvements that enhance accuracy, service, and operational efficiency.

Partnership and Relationship Management

• Build effective working relationships with underwriters, brokers, and internal partners by providing timely, accurate, and professional responses to service inquiries and by communicating transaction status, missing information, and potential delays.
• Participate in regular workflow and account-prioritization discussions with underwriting partners and Operations colleagues; raise capacity constraints, aging items, missing information, and processing issues promptly.
• Collaborate effectively with underwriters and operations colleagues located across U.S. offices and time zones.

Operational Support and Quality Review

• Coordinate with Business Process Outsourcing partners, review assigned transactions for completeness and accuracy using established checklists, provide factual feedback, and escape recurring issues through the defined quality process.
• Update assigned operational reports, trackers, dashboards, or reconciliations accurately and on schedule.
• Complete assigned peer reviews and quality-control checks using established procedures and checklists; document findings and escape material or recurring issues appropriately.

Continuous Improvement and Development

• Share process knowledge and support onboarding, cross-training, and day-to-day guidance for less experienced team members as assigned.
• Contribute to process-improvement, technology-adoption, testing, training, documentation, and other operational initiatives as assigned.
• Learn and adopt evolving workflows, technology, and automation while maintaining accuracy, documentation, and service continuity during periods of change.

Qualifications, Education & Experience

• Two or more years of experience in commercial insurance operations, underwriting support, policy administration, broker service, or a comparable service support or transaction-processing environment.
• Experience supporting commercial property or excess and surplus lines business is preferred.
• Experience delivering responsive, professional service to business-to-business customers or partners in a deadline-driven environment.
• Working knowledge of commercial insurance terminology, policy structure, underwriting-support processes, and regulatory requirements; familiarity with commercial property coverages, forms, pricing tools, and policy-administration systems is preferred.
• Proficiency with Microsoft 365 applications, including Outlook, Teams, Word, and Excel; intermediate Excel skills such as sorting, filtering, formulas, and basic data reconciliation are preferred.
• Able to learn and work across established and evolving insurance platforms, workflow tools, automation, and AI-enabled capabilities while following applicable procedures, controls, and data-handling requirements.
• High school diploma or equivalent required; associate or bachelor’s degree or relevant insurance coursework preferred.
• An equivalent combination of education and relevant experience will be considered.

Knowledge, Skills & Competencies

• Strong organizational, communication, and workload-management skills, with the ability to prioritize competing demands and meet service commitments in a high-volume environment.
• Ability to maintain sound judgment, professionalism, accuracy, and clear communication during periods of high volume or shifting priorities.
• Communicate clearly and professionally with underwriters, brokers, Operations colleagues, business-process partners, and other stakeholders through email, Teams, telephone, and in-person interactions.
• Demonstrate a service-oriented mindset, personal accountability, and a commitment to continuous improvement.
• Use sound judgment and structured problem-solving to investigate processing issues, identify root causes, and recommend practical solutions.
• Self-motivated and able to work independently while collaborating effectively with others and continuously learning new processes, systems, and workflows.
• Demonstrate strong analytical skills and mathematical aptitude.
• Proficiency in using online reference manuals and multiple electronic systems.

The base salary range for this position is $57,000 - $82,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).

What if I don’t meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn’t align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process.

Our Culture

At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture.

• Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging.
• Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.

All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve.

Type: Regular

Time Type: Full time

Primary Location: Warren, NJ

Additional Locations: Atlanta, GA, Boston, MA

Everest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at [e-mail].

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