Underwriting Assistant

Dallas, Texas
Not Specified
Apr 22, 2021
Jun 21, 2021
Job Type
Not Specified
Career Level
Not Specified

Underwriting Assistant

Hallmark Financial is a specialty property and casualty insurance holding company with a diversified portfolio of insurance products written on a national platform. With six insurance subsidiaries and offices in Dallas, San Antonio, Chicago, Jersey City and Atlanta, Hallmark Financial markets, underwrites and services over $650 million annually in commercial and personal insurance premiums in select markets. Hallmark Financial is headquartered in Dallas, Texas and its common stock is listed on NASDAQ under the symbol "HALL."

As Hallmark continues to grow, we strive to find talented, innovative and creative professionals to join our team. We offer very competitive compensation and benefit packages combined with a team atmosphere that encourages independent initiative and professional growth.

Position Summary:

Performs a variety of complex administration tasks within established process and quality guidelines. The position will be dedicated to a defined group of underwriters and will ensure the efficient and effective management of all information necessary to support the underwriting activities of the organization.

Job Duties

Essential duties and responsibilities include the following:

  • Perform competently and consistently the tasks required to support the underwriting function including but not limited to managing files, follow-ups, processing endorsements, calculating additional and return premiums, and audits
  • Monitor and manage requests received via group e-mail and Fax Store. Reviews instruction from producers, underwriters, and/or insured, to understand and determine the internal process to satisfy the request.
  • Record key data into submission tracking and policy processing database; assign to appropriate underwriter. With defined authority, this may include sending declinations from selected templates and requesting additional information. It requires the understanding to take appropriate data from submission and input into underwriting system. Advises underwriter of missing data.
  • Perform Quote Request follow-up; communicate with producer to request customer decision; update submission status.
  • Generate Renewal reminders; follow-up on pending and indicated accounts, communicate with producer on quoted renewals to request customer decision; update submission status.
  • Process and electronically deliver notices of non-renewal within state defined timeframe.
  • Process and electronically deliver state and federal filings on accounts required for this type of coverage.
  • Assist underwriter in binder process including reviewing of updated applications, supplements, losses and other requested underwriting subjectivities and advising underwriter of any discrepancies.
  • Initiate request for outstanding information; perform follow-up as necessary and record receipt of requested information.
  • Maintain accuracy and completeness of policy documentation. Import all quote request and policy correspondence received into submission tracking and policy processing database.
  • Approve and process endorsement requests within defined level of authority
  • Respond to service inquires from brokers via phone, e-mail or fax, research and resolve and/or correct errors or customer issues.
  • Participate in departmental projects as required.
  • May act as a liaison with other departments and facilitate interdepartmental communication.
  • Keep manager and team members informed of activities and/or problems within assigned area of responsibility; refers matters beyond limits of authority and expertise to team/department lead for direction


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • 2+ years of experience in the position of underwriting assistant or related underwriting support position preferably in the excess and umbrella insurance line of business


· Detail oriented with the ability to work in a team environment and be flexible to daily changing needs and job duties

· Ability to understand business needs and translate into process/system requirements for communication to others

· Ability to analyze and problem solve, working closely with others to coordinate and complete daily, weekly and monthly processes

· Ability to effectively communicate with underwriters, brokers, peers and management

· Working knowledge of standard insurance concepts, practices and procedures

· Strong working knowledge of MS Word, Excel, Access and other related software packages

· Ability to demonstrate expert knowledge of department policies and procedures and utilize broad understanding of the business (including products, coverages, etc.) and organization; comply with company and regulatory guidelines

· Ability to work within defined limits and guidelines on assignments that may range from low to moderate technical complexity. Performs work well under moderate to minimal supervision.


The individual must have the ability to read, analyze, and interpret business requests; prepare business correspondence and effectively present to management and peers; effectively respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.


Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.


Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. Ability to define problems, collects data, establish facts, and draw valid conclusions.


To perform this job successfully, an individual should have knowledge of word processing software, e-mail, internet software and database software.

Similar jobs

Similar jobs