Underwriting Technical Assistant-3

ryansg; Melville (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Ryan Specialty seeks an Underwriting Technical Assistant to efficiently process policy-related transactions, verify applications, endorsements, and cancellations, and issue policy documents to clients. You will input data accurately into systems and support underwriting tasks with a focus on accuracy and regulatory compliance.

You will collaborate with underwriters, brokers, and management, generate routine reports, and help with process improvements while delivering strong service to

Qualifications

• 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; insurance industry experience is preferred.
• Experience with insurance systems or policy administration platforms is preferred.
• Strong proficiency in Microsoft Office, especially Excel and Word; SQL or data querying experience is a plus.
• Excellent written and verbal communication skills across all organizational levels.
• Excellent attention to detail with a focus on accuracy, data integrity, and quality assurance.
• Strong organizational, prioritization, and time-management skills with the ability to manage multiple tasks and deadlines.
• Ability to work independently while maintaining productivity and quality, and collaborate with team.

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, reinstatements, and other changes with high accuracy.
• Generate and distribute renewal solicitations, notices, and other policy-related correspondence per guidelines.
• Investigate and resolve policy booking, billing, accounting, and system discrepancies with stakeholders.
• Collaborate with underwriters, brokers, and management to obtain required information for timely processing.
• Deliver exceptional service to internal and external partners with prompt responses.
• Produce routine and ad hoc reports to support underwriting operations and decision making.
• Support audits, system enhancements, and special projects as needed.
• Identify opportunities for operational efficiencies and contribute to process improvement.
• Maintain compliance with company policies, underwriting guidelines, and regulatory requirements.

Skills

Excel

Microsoft Word

SQL

Communication skills

Attention to detail

Time management

Education

Bachelor's degree or related field

Tools

Policy administration systems

Enterprise applications

Job description

Position Summary

The 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 the 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 Teammates

Ryan 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 t