Underwriting Trainee

Assists and supports the Underwriting Department in providing customer service to policyholders, agents and brokers. Responds to follow-up activities pertaining to policyholders including research, correspondence, data entry, updating files, tracking documentation and mailing. Responds to coverage inquiries of new business and policy changes involving basic analysis and recommendations. 

Responsibilities include:

  • Successfully complete formal and on the job training provided by line of business management in specialty area of Underwriting.
  • Demonstrates the ability to evaluate fundamental risk, make sound Underwriting decisions, and perform basic customer service and marketing activities.
  • Demonstrates understanding of laws, rules, and regulations governing Underwriting business for specialty area.
  • Demonstrates knowledge of line of business procedures, guidelines, and Underwriting systems. 
  • Works with Company Claims, Risk Management and other appropriate departments to become familiar with standards, requirements and reporting. 
  • Further develops Underwriting knowledge through continuing formal education and course work.


  • High school diploma required. Associate's degree or 2 years college attendance, with emphasis in Business, Accounting, Statistics or related field preferred.
  • 1+ years experience as an Underwriting Assistant or related experience in Underwriting strongly preferred.