Underwriting/Brokerage Assistant

Description

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