The Assistant Underwriter supports the expansion and service of the SME Accident and Health portfolio through diligent underwriting and risk analysis, while also playing a pivotal role in enhancing product innovation and competitive positioning by conducting market research and maintaining comprehensive reports. Furthermore, this role engages in developing and nurturing client and producer relationships to bolster business growth and deepen knowledge of specialized coverages.
Tips for Assistant Underwriter Skills and Responsibilities on a Resume
1. Assistant Underwriter Resume Format
Job Summary:
- Supporting the management of risk incidents through to completion in a timely and efficient manner
- Avoiding or mitigating any customer or business detriment.
- Mitigating risk through the recommendation of underwriting measures to detect and prevent process failure or fraud.
- Assisting with underwriting product change to ensure products are fit for purpose and that systems and technical processes are developed and documented.
- Ensuring the accuracy of Private Car, Commercial Vehicle, Motorcycle, and Household rates and rules on internal and external systems assisting with the rate review and rate changes.
- Recommending any necessary improvements to systems, documents, technical processes, or products
- Assisting with the control of policy wordings and associated technical documentation
- Interface with agents and insurance carriers
- Process and service new and renewal business
- Build a network with current agents to cultivate relationships and seek new opportunities
Skills on Resume:
- Risk Management (Hard Skills)
- Data Analysis (Hard Skills)
- Underwriting Principles (Hard Skills)
- Technical Skills (Hard Skills)
- Detail Orientation (Soft Skills)
- Communication Skills (Soft Skills)
- Problem Solving (Soft Skills)
- Networking (Soft Skills)
2. Assistant Underwriter Resume Model
Job Summary:
- Responsible for the insurance administration of several customers, mainly within the business area Property
- Monitoring and follow-up of customer payments, ensuring that local insurances are issued within global programs
- Responsible for the preparation of insurance documents, and financial follow-up of premiums
- Have external contacts with clients and brokers, both in connection with renewal work and ongoing during the year
- Have an ongoing dialogue with foreign offices and partners.
- Plan and follow up on activity plans and research carrier guidelines
- Be part of quotation work together with sales, risk, and underwriting
- Participate in project work and testing of tools and reports
- Assist in the development of administrative processes
- Review applications and evaluate risks
Skills on Resume:
- Administration (Hard Skills)
- Payment Handling (Hard Skills)
- Documentation (Hard Skills)
- Client Relations (Soft Skills)
- Collaboration (Soft Skills)
- Planning (Soft Skills)
- Quoting (Hard Skills)
- Project Management (Hard Skills)
3. Assistant Underwriter Resume PDF Editor
Job Summary:
- Work with both internal employees and external clients effectively, professionally, and politely
- Operate with a strong level of integrity, honor commitments made
- Focus on doing the right thing and striving to make each client understand and feel business is very important
- Maintain focus, respond timely and efficiently, and meet deadlines within a fast-paced environment.
- Work independently on assigned projects (client and agency report management, appraisal audits, monthly renewal payment tracking, renewal processing)
- Assist Underwriters in refreshing or amending quotes and follow-up for outstanding information
- Involved with responding to clients, agents, and internal employees at all levels
- Involves constant distractions and interruptions from those wishing for information or assistance
- Monitor and control the portfolio of insurance policies with the support of colleges in offices.
- Comply with all applicable legal and regulatory requirements and ensure, at a level appropriate to the position
Skills on Resume:
- Interpersonal Skills (Soft Skills)
- Integrity (Soft Skills)
- Customer Focus (Soft Skills)
- Time Management (Soft Skills)
- Independence (Soft Skills)
- Underwriting Support (Hard Skills)
- Communication (Soft Skills)
- Regulatory Compliance (Hard Skills)
4. Assistant Underwriter Resume Template
Job Summary:
- Assist Underwriting staff and management in gathering information needed
- Prepare rate and benefit proposals for fully insured, prospective, and renewal group business
- Perform the audit process for new and renewal group information to ensure the accuracy of premium/benefit set-up on internal systems
- Assists Underwriting staff and management in reviewing prospective and existing groups
- Determine compliance with statutory and contractual compliances and compliance with internal guidelines
- Assists staff in the development of regular reports used for the routinely scheduled renewal process
- Reviews internally sourced medical information or health applications for applicable products for completeness and risk determination
- Handling renewals and new business including the negotiation and administration.
- Establish and build upon relationships with brokers, and clients
- Prepare and report figures and statistics for the business unit or team account.
Skills on Resume:
- Interpersonal Skills (Soft Skills)
- Integrity (Soft Skills)
- Customer Focus (Soft Skills)
- Time Management (Soft Skills)
- Independence (Soft Skills)
- Underwriting Support (Hard Skills)
- Communication (Soft Skills)
- Regulatory Compliance (Hard Skills)
5. Assistant Underwriter Resume Sample
Job Summary:
- Supporting underwriters by providing underwriting assistance
- Assisting to manage workflow/reporting requirements on CFC’s internal underwriting system
- Working with the existing support functions in CFC to ensure the timely progression of transactions from initial submission to policy-binding
- Reviewing and amending transaction documents including non-disclosure and hold harmless letters
- Responsible for the preparation of quotation documents
- Liaising with external legal counsel
- Developing relationships with MandA insurance brokers, lawyers, private equity firms, deal principals, and internal CFC colleagues as required
- Analyzing CFC’s MandA insurance portfolio, updating internal data sets, and providing insights and management information
- Accompanying Underwriting Manager and senior staff to participate in external and internal stakeholder meetings.
- Assist generally to Underwriting Manager and senior staff in underwriting, administrative, and risk review tasks.
Skills on Resume:
- Underwriting Assistance (Hard Skills)
- Workflow Management (Hard Skills)
- Transaction Coordination (Hard Skills)
- Document Review (Hard Skills)
- Quotation Preparation (Hard Skills)
- Legal Liaison (Soft Skills)
- Relationship Building (Soft Skills)
- Data Analysis (Hard Skills)
6. Assistant Underwriter Resume PDF Maker
Job Summary:
- Assisting the Underwriting Manager and Senior Underwriter in servicing and growing the SME Accident and Health portfolio.
- Supporting Underwriting Manager and Senior Underwriter in reviewing, underwriting, and SME risks.
- Assisting in client research activities and summarising risk analysis findings.
- Maintaining quality and accuracy of internal reports and client records.
- Assisting in the preparation of external/ internal presentations, reports, and market and product reviews.
- Driving insurance product innovation within the business in areas
- Owning internal and external risk reporting, including inputting into the Board and Senior team
- Keeping track of the competition, running regular research and analysis
- Understanding and supporting approaches in managing relationships with clients and producers
- Applying and expanding knowledge of inland marine coverages and forms
Skills on Resume:
- Portfolio Management (Hard Skills)
- Risk Assessment (Hard Skills)
- Research & Analysis (Hard Skills)
- Record Keeping (Hard Skills)
- Reporting & Presentation (Hard Skills)
- Product Innovation (Soft Skills)
- Competitive Analysis (Hard Skills)
- Relationship Management (Soft Skills)
7. Assistant Underwriter Resume Download
Job Summary:
- Review insurance applications, follow up for additional information
- Input and rate new and renewal applications
- Refer business beyond delegated authority to supervising underwriter
- Manage diaries and follow-ups for information on accounts
- Prepare policy binders and endorsements
- Interact with and support fellow team members, working collectively to manage team workload
- Managing relationships with the most important underwriting partners, for core products
- Tracking and analyzing the performance of insurance products
- Assist in the preparation of monthly and management reports.
- Prepare Standard policy Documentation for underwriters’ sign-off reports.
- Working with the operations team to manage the internal monthly process
Skills on Resume:
- Application Review (Hard Skills)
- Data Entry (Hard Skills)
- Underwriting Procedures (Hard Skills)
- Time Management (Soft Skills)
- Policy Documentation (Hard Skills)
- Teamwork (Soft Skills)
- Relationship Management (Soft Skills)
- Performance Analysis (Hard Skills)
8. Assistant Underwriter Resume Example
Job Summary:
- Research risks for senior underwriters
- Help to complete pricing models
- Pre-underwrite for senior underwriters
- Underwrite new and renewal business
- Help with binder and facility oversight
- Develop broker relationships
- Assist the Underwriters with day-to-day underwriting operations
- Maintain underwriting files in an orderly manner and by the underwriting guidelines
- Providing service and support to existing policyholders
- Working closely within the team to ensure all aspects of account administration are maintained and executed promptly
- Run various reports to provide management information to underwriters
- Ensure compliance with all internal and external management and regulatory controls
Skills on Resume:
- Risk Research (Hard Skills)
- Pricing Analysis (Hard Skills)
- Pre-Underwriting (Hard Skills)
- Underwriting (Hard Skills)
- Relationship Building (Soft Skills)
- Operational Support (Hard Skills)
- File Management (Hard Skills)
- Compliance (Hard Skills)
9. Assistant Underwriter Resume Online Editor
Job Summary:
- Assist the wider team in underwriting a complex international Healthcare portfolio
- Corresponding with brokers to outstanding information according to binding
- Liaison with other LOBs to enhance the Healthcare offering
- Responsible for issuance of pre-renewal requirements for brokers
- Develop meaningful relationships with brokers to ensure product and market knowledge is superior to competitors
- Attend client meetings alongside underwriters to build long-term relationships with Arch clients
- Liaising with brokers for cash collection and query resolution.
- Continue to develop underwriting and technical knowledge.
- Undertake business travel when appropriate to cultivate and maintain business relationships.
- Responsible for the completion of project work and the production of ad hoc reports.
Skills on Resume:
- Underwriting (Hard Skills)
- Broker Liaison (Soft Skills)
- Collaboration (Soft Skills)
- Renewals (Hard Skills)
- Networking (Soft Skills)
- Client Meetings (Soft Skills)
- Cash Handling (Hard Skills)
- Learning (Soft Skills)
10. Assistant Underwriter Resume PDF Download
Job Summary:
- Responsible for underwriting Terrorism and Political Violence business by personal underwriting authorities and the Syndicate’s underwriting procedures
- Ensure that the service provided to brokers, cover holders, and policyholders is of the highest standard
- Ensure that renewals are handled in a timely, efficient, and thorough manner in line with strategic goals.
- Monitor Opal, binders, facilities, and line slips for, declarations, premium income, and aggregates.
- Liaise with senior underwriters, senior management, brokers, cover holders, and external auditors
- Process documents via AEGILITY, including quotes, submissions, renewals, endorsements, and potentially new business.
- Assist Credit Control with advice regarding written to actual premium differences
- Issues premium and non-premium bearing endorsements
- Routes telephone and written communications
- Assists with system management forms or configurations
Skills on Resume:
- Broker Service (Soft Skills)
- Renewal Management (Hard Skills)
- Portfolio Monitoring (Hard Skills)
- Stakeholder Liaison (Soft Skills)
- Document Processing (Hard Skills)
- Credit Advising (Hard Skills)
- Communication (Soft Skills)
- System Management (Hard Skills)
11. Underwriting Assistant Resume Guide
Job Summary:
- Inputs data on submissions into the database
- Follows up on all outstanding information
- Inputs data as requested by an underwriter or agency partner in the database
- Corresponds with brokers and sort and/or file paperwork
- Responds to inquiries from insureds, claims, and agency personnel regarding forms, underwriting procedures, file information, etc.
- Assists with special requests or projects
- Provides courteous and timely customer service
- Maintains various logs and production records
- Compile information and prepare reports
- Handle telephone calls from Company producers regularly
Skills on Resume:
- Data Entry (Hard Skills)
- Information Tracking (Hard Skills)
- Broker Correspondence (Soft Skills)
- Inquiry Response (Soft Skills)
- Project Assistance (Soft Skills)
- Customer Service (Soft Skills)
- Record Keeping (Hard Skills)
- Reporting (Hard Skills)
12. Underwriting Assistant Resume Format and Download
Job Summary:
- Verifies current loss report information
- Codes claim data and enter it into a computerized system
- Indexes and orders motor vehicle records and other confidential reports for Underwriting staff
- Matches record to correct file
- Handle out-of-state records
- Examines endorsement forms for completeness and accuracy
- Inputs policy changes into a computerized system
- Sets up renewal files and transfers pertinent information to new files
- Ensures correct forms are obtained from agents/insured and processes according to established guidelines
- Sends requests for additional data
Skills on Resume:
- Data Verification (Hard Skills)
- Data Coding (Hard Skills)
- Record Management (Hard Skills)
- Document Examination (Hard Skills)
- Policy Administration (Hard Skills)
- File Setup & Transfer (Hard Skills)
- Compliance Processing (Hard Skills)
- Information Requests (Hard Skills)
13. Junior Assistant Underwriter Resume Model and Sample
Job Summary:
- Responsible for the insurance administration
- Setting up and managing global insurance programs
- Renewing and issuing policies, monitoring and following up on payments
- Responsible for the preparation of insurance documents
- Have external contacts with clients and brokers regarding
- Responsible for pricing smaller agreements independently
- Participate in development/project work as well as testing of tools and reports
- Identify improvements and development initiatives that will lead to more customer-friendly or simpler administration in the long run
- Building and maintaining a strong external reputation
Skills on Resume:
- Insurance Administration (Hard Skills)
- Program Management (Hard Skills)
- Policy Issuance (Hard Skills)
- Document Preparation (Hard Skills)
- Client & Broker Relations (Soft Skills)
- Pricing (Hard Skills)
- Project Participation (Hard Skills)
- Process Improvement (Soft Skills)
14. Assistant Underwriter Resume Template and Example
Job Summary:
- Working with the team managers to own and deliver upon several periodical data-based, analytical, and financial production-oriented tasks
- Working with the team managers and senior underwriters to assist with project-based tasks
- Take and act upon instructions within the timeframe given
- Working with all team underwriters to assist on a day-to-day basis, within the required timescales
- Support management with reporting on production and distribution
- Attend internal and external underwriting meetings
- Working closely with the London Branch team and wider internal stakeholders to drive development opportunities
- Developing/maintaining close working relationships with brokers with tenacity, conviction, and professionalism.
- Liaising with existing broker networks to maintain successful business relationships
- Identifying, researching, and developing new account relationships
- Assisting in-house underwriters in any additional tasks
Skills on Resume:
- Data Analysis (Hard Skills)
- Project Assistance (Hard Skills)
- Task Management (Soft Skills)
- Team Support (Soft Skills)
- Reporting (Hard Skills)
- Meeting Participation (Soft Skills)
- Business Development (Soft Skills)
- Broker Relations (Soft Skills)
15. Assistant Underwriter Resume Sample and PDF Download
Job Summary:
- Assisting underwriters throughout the renewal process.
- Managing a personal renewal portfolio
- Adhering to strategy and Chubb best practice standards of underwriting integrity, service, and quality.
- Acting as a link between underwriting and operations
- Attend external meetings to develop and maintain close working relationships with brokers.
- Building and maintaining a strong external reputation
- Build and maintain relationships with key branch and product stakeholders to drive performance and encourage collaboration.
- Behaving in a manner consistent with Chubb’s core values, ethics, culture, and service standards, both internally and externally.
- Underwriting and rating of both new and renewing policies
- Generating underwriting documentation, including issuing policies and endorsements
- Generate monthly underwriting reports for management
Skills on Resume:
- Renewal Assistance (Hard Skills)
- Portfolio Management (Hard Skills)
- Underwriting Integrity (Hard Skills)
- Operational Liaison (Soft Skills)
- Broker Relations (Soft Skills)
- Reputation Management (Soft Skills)
- Stakeholder Engagement (Soft Skills)
- Ethical Conduct (Soft Skills)
16. Assistant Underwriter Resume PDF Template
Job Summary:
- Develop business relationships and networking with the Company’s business partners (brokers, agents, and intermediaries).
- Building and maintaining ongoing relationships with clients including scheduling and attending meetings and understanding the nature of the business.
- Understand specific accounts to assist Underwriters and other stakeholders.
- Work closely with Underwriters to support the portfolios and increase technical underwriting knowledge.
- Assist Underwriters with business development and market intelligence research.
- Statistical analysis and interpretation of data, completing regular and ad-hoc reporting.
- Adhere to underwriting standards, authority, and good practice to minimize risk and maximize efficiency]
- Ensuring compliance with internal and external regulations and guidelines.
- Liaise with internal departments ensuring requests for information and guidance are handled effectively.
- Gathering information from clients to assess the insurance needs and risk profile
Skills on Resume:
- Networking (Soft Skills)
- Client Management (Soft Skills)
- Account Assistance (Soft Skills)
- Underwriting Support (Hard Skills)
- Market Research (Hard Skills)
- Data Analysis (Hard Skills)
- Underwriting Compliance (Hard Skills)
- Regulatory Compliance (Hard Skills)
17. Assistant Underwriter Resume Example and Online Editor
Job Summary:
- Prepare new underwriting documents by client’s business plan in good practice.
- Work closely with the Underwriting team to ensure all documents are up to date
- Foreseeing clients’ insurance needs such as policy renewals
- Renewing or amending existing policies.
- Collecting premiums and processing accounts.
- Advising clients on risk management and helping to devise new ways to mitigate risks
- Transcribe data to worksheets and enter data into in-house systems for use in preparing documents and adjusting accounts.
- Calculate premiums, refunds, commissions, adjustments, and new reserve requirements
- Marketing and acquiring new clients against competitors
- Organise and host presentations and customer visits
- Assist in the review of documents to ensure all legal and regulatory requirements or obligations are met.
- Contribute to the recording and measuring of risk.
- Maintain effective internal and external channels of communication to increase exposure in the market.
Skills on Resume:
- Document Preparation (Hard Skills)
- Team Collaboration (Soft Skills)
- Client Forecasting (Soft Skills)
- Policy Management (Hard Skills)
- Premium Handling (Hard Skills)
- Risk Advisory (Soft Skills)
- Data Management (Hard Skills)
- Financial Calculations (Hard Skills)
18. Assistant Underwriter Resume Model and PDF Maker
Job Summary:
- Take ownership of pricing and analysis of new and renewal business allocated to them
- Analyse risk and portfolio-level data to ensure key performance targets are hit
- Maintain and develop relationships with brokers and clients
- Represent AandH UW team internally and externally
- Contribute to expanding the account in line with the syndicate plans
- Maintaining a focus on bottom-line improvement and participating in Peer Review
- Manage Conduct Risk, regulation, and compliance risk associated with the class
- Liaise and assist with the Actuarial team on large renewals
- Contribute to the regular analysis and review of underwriting practices and procedures
Skills on Resume:
- Pricing Analysis (Hard Skills)
- Risk Analysis (Hard Skills)
- Relationship Building (Soft Skills)
- Representation Skills (Soft Skills)
- Business Development (Soft Skills)
- Profit Focus (Hard Skills)
- Risk Management (Hard Skills)
- Peer Review (Soft Skills)
19. Assistant Underwriter Resume Example and PDF Editor
Job Summary:
- Underwrite by personal underwriting authority and the Syndicate’s underwriting procedures and class underwriting guidelines
- Assist with the completion of submissions, quotes, and slips in an accurate and timely fashion
- Take an active role in the binding authority renewal process as well as the compliance due diligence on new and renewal binding authorities
- Undertake checks and reviews on any binding authorities and line slips to ensure procedures are complete and meet set requirements
- Undertake both broker and client visits
- Maintain monthly EPI and rating reviews and updated internal workflow systems
- Generate ad hoc reports and analyze data to maximize the team’s knowledge and help drive underwriting decisions
- Assist with the production of internal and external presentations including presenting at monthly underwriting meetings
- Continue to develop knowledge and experience in the respective class of business
- Assist the wider team in processing referrals, queries, and reporting emanating from the OPAL system
Skills on Resume:
- Underwriting Authority (Hard Skills)
- Submission Management (Hard Skills)
- Client Engagement (Soft Skills)
- Data Analysis (Hard Skills)
- Reporting (Hard Skills)
- Presentation Skills (Soft Skills)
- Industry Knowledge (Soft Skills)
- Team Support (Soft Skills)
20. Assistant Underwriter Resume Template and Format
Job Summary:
- Participate in the underwriting process including a daily underwriting call
- Assisting in the evaluation of submissions, analyzing and interpreting exposures
- Determining coverage and contract language and evaluating and prioritizing preparations
- Provide input for the production of underwriting reports
- Assist and work with risk modeling and pricing tools
- Attend underwriting business meetings
- Leverage, build, and maintain brokers' relationships
- Work closely with other group departments to obtain and provide information
- Ensure accuracy and integrity of underwriting data in group underwriting systems
- Maintain and adhere to group underwriting procedures
- Controls and systems under remit and report any trigger/alert factors
- Monitor and follow up on payments for outstanding premiums.
Skills on Resume:
- Underwriting Participation (Hard Skills)
- Risk Analysis (Hard Skills)
- Report Production (Hard Skills)
- Tool Proficiency (Hard Skills)
- Meeting Attendance (Soft Skills)
- Relationship Management (Soft Skills)
- Interdepartmental Collaboration (Soft Skills)
- Data Integrity (Hard Skills)
21. Assistant Underwriter Resume Sample and Format
Job Summary:
- Assist with the management of workflow and pipeline
- Assist with the preparation of underwriting worksheets, pricing models, and general files
- Prepare quotations for underwriters
- Assist with the drafting of policy wordings and endorsements
- Assist the underwriters with client and broker meeting preparation
- Attend client and broker meetings from time to time
- Maintain prospect lists
- Ensure office-based support for underwriters during travel and holiday periods
- Management of renewal spreadsheet, drafting of claims experiences, and liaising with the claims team
- Perform analysis and prepare reports on the portfolio of business
- Underwriting related to Casualty and new Commercial Combined Products
- Assist the underwriters with all other daily underwriting tasks
Skills on Resume:
- Workflow Management (Hard Skills)
- Document Preparation (Hard Skills)
- Quotation Development (Hard Skills)
- Policy Drafting (Hard Skills)
- Meeting Support (Soft Skills)
- Client Relations (Soft Skills)
- Data Management (Hard Skills)
- Office Support (Soft Skills)