Underwriting Assistant (Insurance NOT Entry Level) | Midtown Manhattan | Temp-to-Perm

Phaxis; New York (NY); On-site; USD 29,000 - 33,000; Full time

Job summary

Phaxis in Midtown Manhattan is seeking a junior Underwriting Assistant for a temp-to-perm track. Candidates should have 1–2 years in insurance with exposure to underwriting support or policy processing.

The role requires strong attention to detail, Excel/Word proficiency, and excellent communication. You will assist with submissions, data entry, rating tools, and broker coordination to support underwriting workflows.

Qualifications

• 1–2 years in insurance underwriting support or policy processing.
• Basic understanding of policies, binders, and coverage.
• Proficiency in Microsoft Excel and Word.
• Strong written and verbal communication.

Responsibilities

• Support underwriters with new business submissions, quoting, binding, and policy maintenance.
• Enter and maintain data in Salesforce and underwriting systems.
• Assist with rating calculations and underwriting tools.
• Process premium transactions and endorsements.
• Prepare renewal accounts, gather loss runs and documentation.
• Coordinate with brokers and internal teams to support underwriting workflow.

Skills

Insurance industry experience

Excel proficiency

Strong communication

Attention to detail

Organizational skills

Tools

Salesforce

Underwriting systems

Job description

Underwriting Assistant (Insurance -NOT Entry Level) | Midtown Manhattan | Temp-to-Perm

We are seeking a junior Underwriting Assistant with 1-2 years of insurance experience to join our growing team in Midtown Manhattan. This is an entry-level role, but prior exposure to insurance underwriting or policy processing is required. Candidates without insurance experience will not be considered.

Compensation: $21-$24/hour during the temporary period (based on experience) Conversion to full-time at $60,000-$70,000 + benefits

Key Responsibilities

• Support underwriters with new business submissions, quoting, binding, and policy maintenance
• Enter and maintain data in Salesforce and underwriting systems
• Assist with rating calculations and underwriting tools
• Process premium transactions and endorsements
• Prepare renewal accounts, including gathering loss runs and documentation
• Coordinate with brokers and internal teams to support underwriting workflow

Required Qualifications

• 1-2 years of experience in the insurance industry (underwriting support, policy processing, brokerage, or similar)
• Basic understanding of insurance policies, binders, or coverage
• Proficiency in Microsoft Excel and Word
• Strong attention to detail and organizational skills
• Strong written and verbal communication skills

Preferred (Nice to Have)

• Exposure to underwriting or rating processes
• Salesforce experience
• Any experience with commercial lines or liability policies

What We're Looking For

• Someone early in their insurance career who wants to grow into underwriting
• Detail-oriented and eager to learn
• Able to manage multiple tasks in a fast-paced environment