Underwriting Assistant - Inland Marine

Socotra, Inc.; Northern (KY); Hybrid; USD 72,000 - 90,000; Full time

Benefits offered by this job

Unlimited PTO

Fully paid health benefits

401(k) with company match

Equity incentive program

Remote flexibility

Job summary

Ledgebrook is seeking an Underwriting Assistant to support the Inland Marine team in quoting, issuing, and managing policies nationwide. This fully remote role reports to Thomas Klingner and focuses on submissions, endorsements, renewals, and quality control using AAIS forms.

You will collaborate with underwriters, agents, and the policy administration system, ensuring policy accuracy, timeliness, and compliance while contributing to process improvements for a fast-growing startup.

Qualifications

• 3+ years of experience as an Underwriting Assistant working with Inland Marine coverages.
• Hands-on experience with AAIS forms and the AAIS forms library.
• Solid understanding of policy issuance, endorsement processing, and the renewal lifecycle.
• Exceptional attention to detail and organizational skills.
• Ability to work independently in a fully remote, nationwide role.
• Proficient in Microsoft Office and Google Workspace, with comfort learning underwriting and policy administration systems.
• Strong written and verbal communication with agents and brokers.

Responsibilities

• Process policies and endorsements: prepare, issue, and process new submissions, renewals, and endorsements for inland marine accounts using AAIS forms.
• Assist underwriters with quoting, rating, and binding coverage by gathering necessary information.
• Select and apply the correct AAIS forms and manuscript endorsements, keeping files audit-ready.
• Track renewal timelines and request updated exposure information for timely renewals.
• Serve as a point of contact for policy status updates with agents and brokers.
• Review submissions and policies for accuracy and compliance with filings and forms requirements.
• Maintain policy files in Ledgebrook's system.
• Support special projects and process improvements for the Inland Marine team.

Skills

Underwriting Assistant

AAIS forms

Remote work

Microsoft Office

Google Workspace

Communication

Tools

AAIS forms library

Policy administration system

Excel

Google Sheets

Slack

Zoom

Job description

About the Role

As an Underwriting Assistant supporting Ledgebrook's Inland Marine team, you'll play a key role in helping our underwriters efficiently quote, issue, and manage policies across a nationwide book of business. You'll work closely with AAIS forms and manuscript wordings, ensuring every policy is processed accurately and on time.

This is a fully remote, nationwide position reporting to Thomas Klingner. You'll be the operational backbone of the underwriting team, keeping submissions, endorsements, and renewals moving smoothly while giving underwriters the support they need to focus on risk selection and relationship management.

What You'll Do:

• Process Policies & Endorsements: Prepare, issue, and process new business submissions, renewals, and endorsements for inland marine accounts, primarily using AAIS forms.
• Support the Underwriting Team: Assist underwriters with quoting, rating, and binding coverage, gathering the information needed to move submissions forward quickly.
• Maintain Forms & Documentation: Select and apply the correct AAIS forms and manuscript endorsements for each risk, keeping policy files complete and audit-ready.
• Manage Renewals: Track renewal timelines, request updated exposure information, and ensure timely turnaround on renewal policies.
• Coordinate with Agents & Brokers: Serve as a point of contact for policy status updates, outstanding requirements, and documentation requests.
• Ensure Quality & Compliance: Review submissions and issued policies for accuracy and completeness, ensuring compliance with state filings and forms requirements.
• Maintain System Records: Keep policy and underwriting files accurate and up to date in Ledgebrook's policy administration system.
• Support Special Projects: Assist Thomas Klingner and the Inland Marine team with process improvements and other initiatives as needed.

About you

We love working with people who are eager to learn constantly and genuinely excited about the chaotic, rewarding process of building a company from the ground up.

You’ll be a great fit if you bring:

• A Strong Moral Compass: You believe in doing the right thing, period. We have a strict zero-tolerance policy for toxic behaviors.
• Customer-First Empathy: You are passionate about delivering an exceptional experience to everyone you work with, both inside and outside the company.
• Intellectual Curiosity: You naturally question the status quo and love finding innovative ways to solve problems.
• A Growth Mindset: You possess a hunger for continuous learning and want to constantly expand your skillset.
• Urgency & Prioritization: You can pivot quickly and balance the need to get things right with the speed of getting them done right now.
• A Solution-Oriented Outlook: When things go wrong, you don't look for blame—you immediately focus on how to fix it.
• Transparent Communication: You value honesty, clarity, and open feedback.
• Team-First Energy: You want to win together as a high-performing team and actively build connections across our remote locations.

Requirements

Must Haves:

• 3+ years of experience as an Underwriting Assistant, working with Inland Marine coverages.
• Hands-on experience working with AAIS forms and the AAIS forms library.
• Solid understanding of policy issuance, endorsement processing, and the renewal lifecycle.
• Exceptional attention to detail and organizational skills.
• Ability to work independently and manage competing priorities in a fully remote, nationwide role.
• Proficient in Microsoft Office and Google Workspace, with comfort learning new underwriting and policy administration systems.
• Strong written and verbal communication skills, with confidence corresponding directly with agents and brokers.

Nice To Haves:

• Prior experience specifically underwriting or supporting contractors equipment and builders risk.
• Familiarity with policy administration and rating systems used in commercial P&C.
• Progress toward or attainment of an insurance industry designation (e.g., AU, INS, CPCU).
• A genuine curiosity about InsurTech or technology-driven insurance businesses.

Systems & Tools:

• Forms & Rating: AAIS forms library and rating platforms
• Policy Administration: Ledgebrook's policy administration and document management system
• Communication: Google Workspace, Slack, Zoom
• Tracking: Excel / Google Sheets for underwriting file and renewal tracking
• Collaboration: Shared drives and workflow/task management tools

Benefits

• Full remote flexibility and asynchronous work culture
• Unlimited PTO and fully paid sick leave
• Comprehensive health benefits, including medical, dental, and vision coverage, plus HSA and FSA options
• Additional financial protection and retirement benefits, including a 401(k), company-paid life insurance, and disability coverage
• A high degree of ownership, autonomy, and the opportunity to help build and shape a growing company
• The chance to make a meaningful impact while working alongside an ambitious, high-performing team
• Exposure to the challenges and opportunities of a fast-growing startup environment

Compensation

• Base Salary Range $72,000-$90,000- This is a good-faith compensation range based on what Ledgebrook reasonably expects to pay for this position at the time of this posting.Actual compensation may vary based on a variety of relevant factors including experience, qualifications, geographic location and other relevant factors.
• Employees in this position are eligible to participate in Ledgebrook’s equity incentive program.