Underwriting Assistant

Irving, Texas
Aug 22, 2016
Oct 21, 2016
Job Type
Full Time
Career Level
Not Specified

Basic Function and Scope:

Responsible for assisting and supporting underwriters with quoting, rating and issuance of new business, quotes, renewals and endorsements.  Respond to problem situations from brokers and perform needed customer service tasks.



  • Policy rating (all states, multi-line) in our policy issuance system and/or Rackley.
  • Review of incoming submissions and subsequent documents for completeness along with class of business, branch code and other required information
  • Work with Underwriters and brokers to obtain necessary information.
  • Process quotes and issuing policies in policy issuance system.
  • Ensure policies and are issued based upon the terms and conditions outlined in the binder.
  • Participate as needed in systems and workflow development as required.
  • Review workload daily to determine if established timelines are obtainable and working with management as issues arise.


  • 3 + years of commercial multi-line rating experience.
  • Extensive knowledge of insurance and policy issuance systems.
  • Excellent written and oral communication skills.
  • Must be detailed-oriented.
  • Proficient in Excel and Word.
  • Able to multi-task effectively.
  • Customer service & teamwork oriented.
  • Excellent Decision making skills required.
  • Knowledge of AMS Rackley is helpful.
  • Experience working in paperless environment helpful.
  • Able to handle all objectives with minimal management involvement.
  • Take responsibility for actions, and ability to adjust to new situations and changing priorities with minimal impact to daily responsibilities.