Underwriting Assistant Job Description Template

The Underwriting Assistant job description template is a document designed to provide an overview of the responsibilities and qualifications required for this role in the insurance industry. This template can be used by hiring managers or HR professionals to create a job description that accurately reflects the skills and experience necessary for success in the position. An underwriting assistant plays a critical role in supporting the underwriting process, ensuring accuracy and efficiency while maintaining a high level of customer service.

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Position Summary

An underwriting assistant provides support to underwriters in the property and casualty insurance industry. They are responsible for various administrative tasks required before, during, and after the underwriting process. This position requires attention to detail, excellent organizational skills, and the ability to handle multiple tasks at once.

Primary Responsibilities

  • Assist underwriters in collecting information and data needed for the underwriting process
  • Conduct research on prospective clients and their businesses as needed
  • Respond to inquiries and provide information to stakeholders, including brokers, agents, and clients
  • Review applications, policies, and other documents for completeness and accuracy
  • Provide support in the preparation of quotes, policies, and endorsements
  • Maintain the underwriting database and files in a timely and accurate manner
  • Assist underwriters in the evaluation of risks by gathering and analyzing relevant data
  • Assist in the development and implementation of underwriting procedures and policies
  • Perform other administrative duties as assigned by underwriters or management

Required Qualifications

  • Bachelor's degree in business, insurance, or a related field preferred
  • At least one year of experience in the insurance industry
  • Excellent communication and interpersonal skills
  • Strong attention to detail and accuracy
  • Ability to prioritize and manage multiple tasks in a fast-paced environment
  • Proficient in Microsoft Office and other relevant software programs

Work Environment

An underwriting assistant typically works in an office setting and may be required to sit or stand for extended periods. They may also be required to lift boxes or other objects up to 25 pounds. This position may require occasional travel. Work hours may vary depending on the needs of the business.

Equal Opportunity Employer

Our company is an equal opportunity employer committed to diversity and inclusion. We welcome all qualified applicants regardless of race, religion, sex, national origin, age, disability, or any other legally protected classifications. We are committed to providing an environment free from discrimination, harassment, and retaliation and are dedicated to promoting diversity, equity, and inclusion within our workplace.


As an employer, finding the right candidate for your company can be challenging. One way to start the process is by creating a job posting that will attract talented individuals. In this article, we will discuss how to create an underwriting assistant job posting that will attract the best candidates.

Job Title and Description:

The first thing you need to do when creating a job posting is to come up with an attention-grabbing job title. Use a title that accurately reflects the position and the tasks involved. For an underwriting assistant position, a good title could be "Underwriting Assistant – Entry Level."

The next step is to provide a job description. This should include the responsibilities, qualifications, and skills required for the position. Be as clear and concise as possible, and use bullet points where necessary. Here are some things to consider when writing a job description:

  • Assist underwriters with the preparation of new business and renewals
  • Examine and analyze data submitted in underwriting applications
  • Determine whether or not the risk is acceptable and communicate the decision to the underwriter
  • Work collaboratively with underwriters to maintain and update underwriting guidelines and procedures
  • Good communication and organizational skills
  • Highly detail-oriented
  • Ability to work under pressure in a fast-paced environment
  • Qualifications:

    After outlining the responsibilities and duties, it is important to list the qualifications necessary to be considered for the position. Here are some qualifications to consider when creating an underwriting assistant job posting:

  • Bachelor's degree in business, finance, or a related field is preferred
  • 1-2 years of experience in the insurance industry is a plus
  • Familiarity with underwriting software systems
  • Strong computer and data entry skills
  • Ability to work well in a team environment
  • Company Culture:

    In addition to the qualifications and job description, job seekers want to know what it is like to work for your company. Consider including a brief paragraph about your company culture or mission statement. This could include:

  • Your company's values and how they align with the position
  • Opportunities for career growth or professional development
  • Employee benefits such as health insurance, retirement plans, or paid time off
  • Conclusion:

    Creating an underwriting assistant job posting that accurately reflects the position and your company is a vital step in attracting the right candidate. Clearly outline the job duties, qualifications, and company culture to find the perfect candidate for your team.

    What is an Underwriting Assistant and what are the job responsibilities?

    An Underwriting Assistant supports the underwriting process by gathering and analyzing data related to insurance policies. Their responsibilities may include reviewing applications, analyzing risk factors, preparing policy documents, communicating with agents and clients, and providing administrative support to underwriters.

    What are the required qualifications and skills for an Underwriting Assistant?

  • A high school diploma or equivalent
  • Some college coursework in business, finance, or a related field may be preferred
  • Experience working in an insurance agency or underwriting department may be preferred
  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office and other relevant software applications
  • What are the typical duties of an Underwriting Assistant?

  • Analyze insurance applications and related documents
  • Evaluate risk factors and make recommendations to underwriters
  • Assist in the preparation of policy documents
  • Communicate with agents, brokers, and clients to provide support and answer questions
  • Maintain accurate and up-to-date records of policies and transactions
  • Perform administrative tasks such as data entry, filing, and record-keeping
  • Provide support to underwriters in all aspects of the underwriting process
  • What are some important qualities for an Underwriting Assistant?

  • Strong attention to detail to ensure accuracy in data analysis
  • Good time-management and organizational skills
  • Ability to work independently and as part of a team
  • Strong communication skills for interacting with clients, agents, and underwriters
  • How can I attract qualified candidates for an Underwriting Assistant position?

  • Be clear about the job duties, qualifications, and required experience in the job posting
  • Highlight any advantages or benefits of working for your company
  • Offer a competitive salary and benefits package
  • Post the job opening on your company's website and on relevant job boards
  • Consider reaching out to professional organizations or associations related to underwriting or insurance
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