Underwriting Assistant: Quoting & Policy Issuance

Convelo Insurance Group; Conshohocken (Montgomery County); On-site; USD 40,000 - 60,000; Full time

Job summary

A specialty insurance firm in Conshohocken is seeking an Underwriting Assistant to support Underwriters with quotes, binders, and policy issuance. Responsibilities include establishing submissions, reviewing applications, and gathering information for underwriting decisions. Candidates should have a Bachelor's degree and 1-3 years of insurance experience, along with strong communication skills and the ability to work both independently and in a team. This position values diversity and inclusivity in the workplace.

Qualifications

• 1-3 years of insurance experience required.
• Demonstrated strong written and oral communication skills necessary.
• Proven ability to work both independently and within a team environment.

Responsibilities

• Establish new submission in the clearance system.
• Assist Underwriters with quote, binder, and policy issuance workflows.
• Gather and organize information to support underwriting decisions.
• Assist Underwriter with computation of rates and premiums.
• Review incoming insurance applications for accuracy and completeness.
• Participate in the development of underwriting workflows and processes.
• Follow up with producers for outstanding information.
• Process and distribute insurance binders and endorsements.
• Prepare all policies in accordance with final binders.
• Manage all account documentation.

Skills

Strong written and oral communication skills

Ability to work independently and as part of a team

Education

Bachelor's Degree

Job description

A specialty insurance firm in Conshohocken is seeking an Underwriting Assistant to support Underwriters with quotes, binders, and policy issuance. Responsibilities include establishing submissions, reviewing applications, and gathering information for underwriting decisions. Candidates should have a Bachelor's degree and 1-3 years of insurance experience, along with strong communication skills and the ability to work both independently and in a team. This position values diversity and inclusivity in the workplace.