Underwriting/Brokerage Assistant
Job Summary
We are seeking a detail-oriented and self-motivated Brokerage/Underwriting Assistant to support our underwriting and brokerage teams. This role involves assisting in the placement of difficult-to-insure risks, evaluating insurance applications, preparing quotes, and ensuring compliance with company policies and governmental regulations. The ideal candidate will thrive in a fast-paced environment, possess strong analytical and communication skills, and be eager to build a long-term career in the insurance industry.
This position offers significant career growth opportunities, including licensing, underwriting, and brokerage training. Ambitious individuals will be fast-tracked to build a book of business and a team, earning residual commission income from anywhere in the world.
Key Responsibilities
- Underwriting & Brokerage Support
- Assist in evaluating insurance applications and underwriting risks.
- Prepare quotes by analyzing carrier underwriting guidelines and market acceptability.
- Assist in pre-rating and selecting the correct policy language for insurance contracts.
- Manage documentation and ensure compliance with underwriting and brokerage standards.
- Market & Client Interaction
- Communicate with insurance carriers, markets, and retail insurance broker clients via email and phone.
- Submit brokerage applications and follow up on required documentation to secure bindable quotes.
- Collaborate with a team to support quoting for new business and renewals.
- Operational Support
- Organize and maintain accurate documentation in internal systems.
- Track and follow up on outstanding submissions and quotes.
- Assist in streamlining processes to improve efficiency and service delivery.
Requirements
Qualifications
- Required Skills
- Proficient in computer applications and documentation management.
- Strong verbal and written communication skills.
- Excellent organizational and time-management abilities.
- Analytical and critical thinking skills with strong attention to detail.
- Ability to learn quickly and adapt to a fast-paced environment.
- Positive attitude and commitment to continuous growth and professional development.
- Experience & Education
- High school diploma required; college degree preferred but not mandatory.
- Minimum 1 year of experience in excess and surplus insurance
Benefits
Career Growth & Advancement
This role provides a structured career path, including:
- Licensing and industry education to advance into an Underwriter or Broker position.
- The opportunity to build a book of business and develop a team with residual commission earnings.
- Exposure to a dynamic and fast-growing company, offering long-term financial independence and career flexibility.
Benefits
- 401(k) retirement plan
- Health, dental, and vision insurance
- Paid time off and parental leave
- Tuition reimbursement
- Disability insurance
- Remote work flexibility