Underwriting Support Partner - Flexible Hours & Growth

Allianz Trade in North America; Baltimore (MD); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

401(k) match

Flexible work schedules

Health and wellness benefits

Paid time off

Tuition reimbursement

Family care resources

Job summary

Allianz Trade in North America. is seeking an Underwriting Support Partner to assist with end-to-end administration of Excess of Loss (XoL) new business and renewals, ensuring accurate data management and effective coordination across internal stakeholders.

The role emphasizes Excel-based renewal pricing, KYC coordination, and timely processing of CLRs and policy changes within Compass and IRP systems. A bachelor’s degree and 0–2 years of experience are preferred.

Qualifications

• Bachelor’s degree in Business, Finance, Insurance, Economics, or related field preferred.
• 0–2 years of relevant experience in credit insurance, finance, banking, credit management, or a similar environment.
• Strong analytical and research skills.
• High attention to detail and accuracy.
• Excellent organizational and prioritization skills.
• Proficiency in Microsoft Excel and data management systems.
• Strong interpersonal and customer service skills.
• Positive attitude, adaptability, and willingness to learn.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Looking for candidates that possess a basic awareness of Artificial Intelligence technologies and are enthusiastic about learning and integrating AI into everyday business processes.
• (Generative) Artificial Intelligence or GenAI or AI
• Data Analysis
• (Microsoft) Copilot
• ChatGPT

Responsibilities

• Establish and maintain electronic case files and documentation for renewals and new business opportunities.
• Initiate and manage new business set-up in the system - Compass or Pluriform during the transition period.
• Coordinate and manage Know Your Customer (KYC) requirements in compliance with internal policies.
• Prepare and maintain renewal pricing models in Excel, including updating expiring coverage, requested renewal terms, and prior-year underwriting rationale for comparative analysis.
• Conduct preliminary reviews of buyer information within IRP to identify cases requiring updated financial information and update pricing models accordingly.
• Create and manage pre-check Credit Limit Requests (CLRs) for renewal and new business export buyers, ensuring timely follow-up with assigned underwriters.
• Prepare and submit recommended renewal and new business CLRs within IRP, including proposed limit amounts, supporting financial information, effective dates, and internal/external comments for underwriter review and approval.
• Remove obsolete, unapproved, or unnecessary CLRs related to renewal and new business transactions.
• Complete and maintain final Risk-Based Pricing (RBP) documentation based on issued binders.
• Coordinate and manage the policy issuance process in partnership with the Policy Implementation team.
• Ensure completion of renewal and new business checklists and upload all required documentation to Compass.
• Manage operational and system-related requests, including finance ticket resolution, buyer creation and maintenance, and assignment of buyers to the appropriate Group Hierarchy (GH).
• Process and maintain policy mid-term adjustments within Compass.
• Maintain accurate records and ensure data integrity across all relevant systems and documentation.

Skills

Data Analysis

Microsoft Copilot

ChatGPT

Analytical skills

Attention to detail

Organizational skills

Excel

Interpersonal skills

Customer service skills

AI awareness

Education

Bachelor's degree in Business, Finance, Insurance, Economics, or related field

Tools

Compass

Pluriform

IRP

Job description

Allianz Trade in North America. is seeking an Underwriting Support Partner to assist with end-to-end administration of Excess of Loss (XoL) new business and renewals, ensuring accurate data management and effective coordination across internal stakeholders.

The role emphasizes Excel-based renewal pricing, KYC coordination, and timely processing of CLRs and policy changes within Compass and IRP systems. A bachelor’s degree and 0–2 years of experience are preferred.