Underwriting Support Specialist

Jobtailor; Dallas (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor in Dallas is seeking an entry-level Insurance Support Specialist to serve as a primary contact for agents and brokers, gathering information for underwriters and resolving low-complexity issues.

The role requires strong communication, detail orientation, and the ability to manage multiple priorities in a fast-paced environment; you will support processing, documentation, and compliance within our Energy & Marine division.

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• High school diploma required as minimum education.
• 0–1 years of experience in a related role.
• Excellent oral and written communication skills.
• Strong organizational skills and ability to multitask.
• Ability to work independently and collaboratively.
• Attention to detail and adherence to processes.
• Willingness to pursue insurance designations (e.g., AINS).
• Proficiency in MS Word and Excel.

Responsibilities

• Serve as the primary contact for agents and brokers, gathering information for underwriters.
• Support processing of business transactions not requiring underwriter review.
• Obtain information needed to finalize inquiries, maintain suspense and follow‑up.
• Ensure accuracy of information in internal systems and complete filing.
• Communicate with team members, agents/brokers, and partners to validate information.
• Adhere to guidelines and service standards for compliant processing.
• Assist in problem-solving to improve processes and efficiency.
• Assist underwriters with forms and policy changes as needed.
• Build relationships with clients, brokers, and internal teams; participate in special projects.

Skills

Communication skills

Organizational skills

Detail-oriented

Independent & collaborative

Multitasking

Regulatory awareness

Education

Bachelor’s degree preferred

High school diploma required

Tools

MS Word

Excel

Job description

Serve as a primary point of contact for agents and brokers by gathering information on behalf of the underwriters, answering questions, resolving low‑complexity issues, and facilitating the overall servicing of accounts.

• Support the processing of business transactions that do not require underwriter review or signoff.
• Take necessary measures to obtain information needed to finalize inquiries and transactions, maintaining a suspense and follow‑up system for outstanding underwriting items.
• Ensure accuracy of all information entered into internal systems and verify that all required documentation is complete and properly filed.
• Routinely communicate with team members, agents/brokers, and key business partners—including international colleagues within our Energy & Marine division—to research, gather, and validate information needed to review, analyze, and complete transactions.
• Utilize and adhere to internal guidelines, procedures, and service standards to ensure all assigned work is processed accurately, efficiently, and in compliance with regulatory and internal requirements.
• Participate in problem‑solving activities to define issues, identify root causes, design and test solutions, and implement process improvements. Apply continuous improvement methodologies to enhance workflow efficiency and eliminate recurring problems.
• Under the direction of an Underwriter, attach appropriate forms, process policy changes, and support technical underwriting tasks as needed.
• Build and maintain effective working relationships with clients, brokers, and internal teams across both wholesale and retail business units. Represent the team with professionalism, confidence, and strong interpersonal skills.
• Participate in special projects and additional duties as assigned to support team operations, meet customer needs, and achieve business objectives.

Requirements

• Bachelor’s degree preferred
• High school diploma required
• 0–1 years of experience required
• Excellent oral and written communication skills
• Strong organizational skills and ability to manage multiple priorities in a fast‑paced environment
• Ability to work independently and collaboratively
• Strong attention to detail and ability to follow established processes
• Willingness to pursue insurance designations (e.g., AINS)
• Intermediate proficiency in MS Word and Excel

Core Competencies

Demonstrates strong organizational skills and attention to detail while managing multiple priorities in a fast-paced environment. Proficient in communication and collaboration with agents, brokers, and internal teams to ensure accurate processing of transactions and adherence to regulatory requirements.