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Underwriting Assistant

Remote: 
Full Remote
Experience: 
Senior (5-10 years)
Work from: 
Texas (USA), United States

Offer summary

Qualifications:

1.5-2+ years of data entry experience, Experience in insurance or mortgage industries, Familiarity with technology systems and insurance tools, Detail-oriented and capable of working independently.

Key responsabilities:

  • Organize data for underwriting reviews
  • Follow up with clients for documentation

Boutique Recruiting logo
Boutique Recruiting Human Resources, Staffing & Recruiting Scaleup https://www.boutiquerecruiting.com/
51 - 200 Employees
About Boutique Recruiting
Boutique Recruiting places Accounting, Administrative, Executive-level, Finance, HR, Legal, Marketing, Operations, Sales, and Technical professionals nationwide. We source candidates by using proprietary, state-of-the-art technology and add a personalized touch to job placements by taking the time to meet with both candidates and hiring companies face-to-face. We deliver the exact technical and cultural fit...and we find the candidates, you can't! Recognized as Best Places to Work by San Diego Business Journal 2019-2023 Listed year over year as a TOP TEMPORARY & PERMANENT PLACEMENT FIRM by San Diego Business Journal Honored with The America's Fastest Growing Companies, by Financial Times/Statista Nationally ranked as BEST STAFFING FIRM TO WORK FOR by Staffing Industry Analyst (SIA) Honored as a Diversity-Owned Staffing Firm by SIA Exclusively listed as an Inc. 500 Best Workplaces for 2023 INC 5000 FASTEST GROWING COMPANIES for 2019-2023
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Job description

Join a leading national insurance program manager and wholesaler specializing in customized insurance products distributed exclusively through an appointed producer network. As an Underwriting Assistant, you will play a pivotal role in ensuring the accuracy and efficiency of underwriting processes while supporting a collaborative and results-driven team. This is a fantastic opportunity for a detail-oriented professional seeking to grow within a dynamic, remote-work environment in the insurance industry.

Underwriting Assistant Requirements

  • 1.5-2+ years of data entry experience
  • Background in insurance or mortgage industries in any capacity
  • Experience with various technology systems and the ability to quickly adapt to new platforms
  • Familiarity with insurance rating tools preferred
  • Detail-oriented, highly accountable, and capable of working independently in a remote setting

Underwriting Assistant Responsibilities

  • Prepare and organize data for underwriting reviews and input into CRM systems
  • Follow up with clients on outstanding documentation, ensuring timely submissions
  • Monitor and prioritize tasks to meet deadlines and KPI goals
  • Transcribe insurance applications and maintain accurate records in CRM systems
  • Generate proposals, policy changes, and manage policy endorsements, renewals, and amendments
  • Collaborate with the underwriting team and raise flags when additional support is needed
  • Learn and utilize insurance rating tools and company workflows through comprehensive training

Benefits

  • Remote work with occasional travel for conferences
  • 401(k) plan
  • Medical, dental, and vision coverage
  • Profit sharing opportunities
  • PTO, plus 6 paid holidays
  • Collaborative and supportive company culture with growth opportunities

If you are a motivated self-starter with an eye for detail and a passion for the insurance industry, we encourage you to apply now!

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Insurance ReviewsInsurance SalesData EntryMicrosoft Dynamics CRMTechnology Solutions

Other Skills

  • Accountability
  • Detail Oriented
  • Time Management
  • Collaboration
Are you interested?

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