Underwriting Assistant, Tax Liability

Brookfield Wealth Solutions, Ltd; New York (NY); On-site; USD 65,000 - 79,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with company match

Paid time off

Professional development opportunities

Job summary

Argo Group in New York City seeks a capable Underwriting Assistant to support the Tax Liability team. You will maintain policies, assist with underwriting transactions, and research data in a fast-paced environment. The role is onsite 5x per week in NYC, with a base salary and bonus potential tied to performance.

The position emphasizes confidentiality, organizational skills, and proactive collaboration with underwriters, brokers and business partners, along with proficiency in Microsoft Office.

Qualifications

• Responsiveness is key in a time-sensitive environment.
• Detail-oriented, organized, and flexible to changing direction.
• Maintain confidentiality and integrity in handling client information.
• Autonomous with limited supervision and in team environments.
• College degree; strong preference for law or finance exposure.
• Excellent verbal and written communication skills.
• Professional demeanor and ability to maintain relationships.
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Assist underwriters in carrying out essential duties to enhance division performance.
• Maintain accurate underwriting files and records.
• Prepare binders and policies for underwriters’ review and approval.
• Interact with brokers to assist with invoicing and information gathering.
• Develop and maintain positive relationships with underwriters, brokers and partners.
• Other duties as assigned.

Skills

Responsiveness

Detail-oriented

Confidentiality

Autonomy

Communication

Professionalism

Microsoft Office

Education

College degree with exposure to law/finance

Tools

Microsoft Office

Job description

Company

Argo Group

Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc.

Job Description

We are looking for a highly capableUnderwriting Assistant to support our Tax Liability team. This position will provide support and assistance to the overall underwriting function through maintaining policies and procedures, processing underwriting transactions, data research and analysis, and other various tasks, as needed.

This role will work onsite 5x per week from our New York City, NY office location.

The primary duties and responsibilities of the role are:

• Assist underwriters in carrying out their essential duties and responsibilities to enhance the overall performance of the division through utilization of systems and guidelines.

• Maintain accurate and complete underwriting files and records.

• Prepare binders and policies for underwriters’ review and approval.

• Interact with brokers to assist with invoicing, follow up for underlying information, subjectivities as well as addressing account inquiries.

• Develop and maintain positive working relationships with underwriters, brokers and business partners.

• Other duties as assigned.
  

Core qualifications and requirements for this position include:

• Responsiveness is key. Must be able to function effectively in a time sensitive and fast-paced environment

• Must be detail-oriented, organized yet flexible and adaptable to changing direction, adjusting priorities and/or work on multiple tasks simultaneously

• Must adhere to confidentiality rules, professional ethics, and integrity in handling all client matters,including documents and information

• Able to work autonomously, proactively and able to work with limited supervision and in team environments

• College degree required with strong preference given to prior exposure to law and/or finance settings

• Excellent oral and written communication skills

• Professional, ability to maintain a positive working relationship

• Proficient in the use of Microsoft Office, including Word, Excel, Power Point and Outlook

The base salary range provided below is for hires in those geographic areas only and will be commensurate with candidate experience. Pay ranges for candidates in other locations may differ based on the cost of labor in that location. In addition to base salary, this position is eligible for an annual bonus based on company and individual performance as well as a generous benefits package.

• New York City Pay Range: $65,382 - $79,458

PLEASE NOTE:

Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas.

If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at 210-321-8400.

Benefits and Compensation

We offer a competitive compensation package, performance-based incentives, and a comprehensive benefits program—including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.

Core Values

At Clearbrook our Core Values are Integrity, Collaboration, Pursuit of Excellence and Forward Thinking. These values reflect who we are today and who we aspire to be - guiding how we work, how we lead and how we succeed.