Underwriting Technical Assistant-3

Ryan Specialty; Melville (NY); On-site; USD 63,039,000 - 78,799,000; Full time

Benefits offered by this job

Bonuses

Benefits package

Paid time off

Paid parental leave

Mental health services

Job summary

Ryan Specialty in Melville, NY seeks an Underwriting Technical Assistant who will process policy-related transactions with accuracy and compliance, review applications, endorsements, and cancellations, and input data into policy systems.

They handle inquiries from policyholders, agents, and other stakeholders, providing timely information and supporting underwriting tasks such as risk assessment and premium calculations.

Qualifications

• Bachelor's degree preferred; coursework in Business, Finance, Risk Management, Insurance, Technology, or related field is a plus.
• Minimum of one year of professional office experience; insurance underwriting or policy administration experience preferred.
• Experience with insurance systems or policy administration platforms desired.
• Strong proficiency in Microsoft Office Suite, particularly Excel and Word; SQL or data querying a plus.
• Excellent written and verbal communication with ability to engage across all levels.

Responsibilities

• Review, clear, and process new business submissions accurately and within service standards.
• Enter, verify, and maintain underwriting information in policy administration systems.
• Prepare, bind, issue, and maintain commercial policies for new and renewal business.
• Process policy transactions including endorsements, cancellations, and reinstatements with high accuracy.
• Generate and distribute renewal notices and other policy-related correspondence per guidelines.
• Investigate and resolve booking, billing, accounting, and system discrepancies with internal stakeholders.
• Collaborate with underwriters, brokers, and management to obtain required information and ensure timely processing.
• Deliver exceptional customer service to internal and external partners.
• Produce routine and management reports to support underwriting operations and decision-making.
• Support audits, system enhancements, and special projects as needed.
• Identify opportunities for operational efficiencies and drive process improvements.

Skills

Microsoft Office

Excel

Word

SQL

Data querying

Attention to detail

Time management

Communication skills

Analytical thinking

Problem solving

Adaptability

Team player

Customer service

Education

Bachelor's degree preferred

Tools

SQL

Policy administration systems

Enterprise applications

Job description

Position SummaryThe Underwriting Technical Assistant is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements. The role reviews and verifies policy applications, endorsements, and cancellations, inputting data accurately into computer systems, and issuing policy documents to clients. They handle inquiries from policyholders, agents, and other stakeholders, providing timely and accurate information on policy-related matters. They assist with underwriting tasks, such as assessing risk factors and calculating premiums.

Position SummaryThe Underwriting Technical Assistant is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements. The role reviews and verifies policy applications, endorsements, and cancellations, inputting data accurately into computer systems, and issuing policy documents to clients. They handle inquiries from policyholders, agents, and other stakeholders, providing timely and accurate information on policy-related matters. They assist with underwriting tasks, such as assessing risk factors and calculating premiums.

What will your job entail?Job Responsibilities

• Review, clear, and process new business submissions accurately and within established service standards, ensuring data quality and completeness.
• Enter, verify, and maintain underwriting information in policy administration systems to support rating, documentation, issuance, and compliance requirements.
• Prepare, bind, issue, and maintain commercial insurance policies for both new and renewal business.
• Process policy transactions, including endorsements, cancellations, reinstatements, and other policy changes with a high degree of accuracy.
• Generate and distribute renewal solicitations, non-renewal notices, cancellation notices, and other policy-related correspondence in accordance with regulatory and company guidelines.
• Investigate and resolve policy booking, billing, accounting, and system discrepancies by collaborating with internal stakeholders.
• Partner with underwriters, brokers, and management to obtain required information and ensure timely and accurate policy processing.
• Deliver exceptional customer service to internal and external business partners by responding promptly to inquiries and requests.
• Produce routine, ad hoc, and management reports to support underwriting operations, business performance, and decision-making.
• Support departmental initiatives, audits, system enhancements, and special projects as needed.
• Identify opportunities for operational efficiencies and contribute to continuous process improvement and workflow optimization efforts.
• Maintain compliance with company policies, underwriting guidelines, and applicable regulatory requirements.

Qualifications & Experience

• Bachelor's degree preferred; coursework in Business, Finance, Risk Management, Insurance, Technology, or a related field is a plus.
• Minimum of one year of professional office experience required; insurance industry experience, particularly within underwriting operations or policy administration, is preferred.
• Experience working with insurance systems, policy administration platforms, or other enterprise business applications preferred.
• Strong proficiency in Microsoft Office Suite, particularly Excel and Word; SQL or data-querying experience is a plus.
• Excellent written and verbal communication skills with the ability to interact effectively across all levels of the organization.
• Exceptional attention to detail with a commitment to accuracy, data integrity, and quality assurance.
• Strong organizational, prioritization, and time-management skills with the ability to manage multiple tasks and deadlines.
• Demonstrated ability to work independently while maintaining productivity and quality standards.
• Collaborative team player with a customer-focused mindset and a commitment to supporting team objectives.
• Adaptable and eager to learn in a fast-paced, evolving environment with changing business needs.
• Strong analytical and problem-solving skills with the ability to identify issues and recommend solutions.

Key Competencies

• Underwriting Operations Support
• Policy Administration & Processing
• Data Management & Quality Control
• Commercial Insurance Knowledge
• Customer & Broker Service
• Process Improvement
• Regulatory Compliance
• Reporting & Analytics
• Relationship Management
• Critical Thinking & Problem Solving

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our TeammatesRyan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.

The target hourly rate range for this position is $22.00 - $27.50 per hour.

The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at [e-mail]

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.