XoL Underwriting Support Specialist

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

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

401(k) discretionary match

Flexible work schedules

Health and wellness benefits

Paid time off

Tuition Reimbursement

Family care resources

Job summary

Allianz Trade in the United States is seeking an Underwriting Support Partner to assist end-to-end administration of Excess of Loss (XoL) new business and renewals. You will maintain case files, support pricing models, manage KYC, and coordinate with underwriters to ensure accurate data and timely CLRs.

The role requires a bachelor's degree (or similar) and 0–2 years of related experience, with strong Excel and data management skills.

Qualifications

• Bachelor's degree in Business, Finance, Insurance, Economics, or a 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.

Responsibilities

• Establish and maintain electronic case files and documentation for renewal and new business opportunities.
• Initiate and manage new business set-up in Compass or Pluriform during transition.
• 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 and prior-year underwriting rationale.
• Conduct preliminary reviews of buyer information within IRP to identify cases needing updated financial information and adjust pricing.
• Create and manage pre-check Credit Limit Requests (CLRs) for renewal and new business export buyers, ensuring timely follow-up with underwriters.
• Prepare and submit recommended renewal and new business CLRs within IRP, including proposed limits and supporting information.
• Remove obsolete 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 with the Policy Implementation team.
• Ensure completion of renewal and new business checklists and upload all documentation to Compass.
• Manage operational and system-related requests, including finance tickets and buyer assignments to GH.
• Process and maintain policy mid-term adjustments within Compass.
• Maintain accurate records and data integrity across systems.

Skills

Excel

Data management

Analytical thinking

Organizational skills

Education

Bachelor's degree in Business/Finance/Insurance/Economics

Tools

Compass

Pluriform

IRP

Job description

Allianz Trade in the United States is seeking an Underwriting Support Partner to assist end-to-end administration of Excess of Loss (XoL) new business and renewals. You will maintain case files, support pricing models, manage KYC, and coordinate with underwriters to ensure accurate data and timely CLRs.

The role requires a bachelor's degree (or similar) and 0–2 years of related experience, with strong Excel and data management skills.