ASSOCIATE UNDERWRITER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Aug 10, 2024 - The Associate Underwriter roles often demand experience in finance or real estate, particularly in multifamily environments. Proficiency in Microsoft Office applications, including Word and Excel, is essential, as is the ability to handle multiple tasks with precision and efficiency. The position requires excellent communication and organizational skills, enabling effective deadline management and both independent and collaborative work.

Summary of Associate Underwriter Knowledge and Qualifications on Resume

1. BS in Finance with 4 years of Experience

  • Working knowledge of business office practices and procedures
  • Effective oral and written communication, listening, interpersonal, customer service and telephone skills
  • Working knowledge of computers, including data entry, word processing and spreadsheet programs
  • Understands the fundamentals of insurance and excellent organizational skills
  • Hands-on experience with spreadsheets and financial reports
  • Ability to multi-task and thrive in a fast-paced environment
  • Ability to manage competing deadlines and proactive problem solver
  • Have attention to detail and the ability to follow protocol to ensure quality standards
  • Embraces flexibility of duties and collaborates well with team members.

2. BS in Business Administration with 2 years of Experience

  • Experience in business in finance or real estate 
  • Have multifamily experience and prior experience in a professional work environment
  • Strong proficiency with Microsoft Word and Microsoft Excel
  • Ability to operate effectively in a team environment and collaborate well with multiple parties
  • Ability to problem-solve, exercise a high degree of accuracy and complete multiple tasks on schedule
  • Excellent written and verbal communication skills
  • Strong organization skills and ability to manage deadlines effectively.
  • Excellent verbal and written communication skills.
  • Customer service oriented and technical proficiency
  • Must be able to work independently and within part of a team.

3. BA in Economics with 3 years of Experience

  • Excellent verbal and written communication skills.
  • Proficient in MS Office software, specifically Excel, Word and PowerPoint.
  • Experience in insurance can be utilized on a year for year basis as a substitute for a degree.
  • Knowledge and/or experience with commercial lines of insurance
  • Excellent customer service and communication skills.
  • Must be able to partner effectively with their assigned underwriter/underwriters.
  • Excellent time management and organizational skills.
  • Ability to multi-task and prioritize heavy workloads.
  • Strong attention to detail and ability to work quickly and efficiently
  • Comfortable working outside of regular business hours