Underwriting Assistant I

Walnut Creek, California
Competitive Salary + Benefits
Dec 07, 2016
Feb 05, 2017
Job Type
Full Time
Career Level
Entry Level

Basic Function and Scope:


Assistant Underwriter I employees will be responsible to assist and support underwriters with the administration of quoting, rating and issuance of new business, quotes, renewals and endorsements. 






Major Responsibilities:


  • Worker’s Compensation and Automobile Policy rating (all states, multi-line).
  • Obtain necessary information from Underwriters to complete tasks as needed. 
  • Work within established guidelines for processing quotes and issuing policies in our policy issuance system.
  • Misc admin duties such as scanning documents, pulling posting notices and Proof of Coverage (POC) entry.
  • Responsible for the administration of policy issuance from quote through issuance.
  • Ensure that endorsements and policies are processed accurately and remitted back to the broker timely.
  • Clear accounts in Underwriting System.
  • Ensure electronic files are organized and setup for reviewing.
  • Solicit renewal applications from the broker.
  • Respond to Bureau Crits as necessary.
  • Pull from the system or from other sources Loss runs and MVR’s as necessary.
  • Process Audits
  • Other Assistant Underwriting duties as deemed by the Environmental Regional VP or the Casualty VP.


  • High school graduate
  • At least 3 years commercial insurance experience working in an insurance environment.
  • Working knowledge of insurance and policy issuance systems. 
  • Multi-line rating experience preferred. 
  • Demonstrated ability in MS Office (i.e. Word, Excel).
  • Demonstrated strong oral and written communication skills. 
  • Customer Service and Team oriented.
  • Must be detailed oriented.
  • Good organization and analytical skills.
  • Demonstrated ability to manage multiple tasks simultaneously.
  • Experience working in a paperless environment.