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Underwriting Assistant Job Description

What does an Underwriting Assistant do?

An underwriting assistant is a professional who provides support to underwriters in the insurance industry. Their primary responsibilities include assessing risk and processing insurance applications, while assisting in determining whether to approve or deny an insurance policy. They are in charge of evaluating financial data, determining policy terms and rates, and preparing insurance quotes. Additionally, underwriting assistants ensure that all paperwork is completed and filed accurately and in a timely manner. They may also engage in customer service by communicating with clients and answering their queries. Overall, an underwriting assistant plays a key role in preventing the insurer from suffering major losses by identifying and managing business risks.

Our Underwriting Assistant job description includes the Underwriting Assistant responsibilities, duties, skills, education, qualifications, and experience.

Underwriting Assistant Example

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If you need an example job description for an Underwriting Assistant download the one below, alternatively we have many other Banking and Insurance job description samples and a job description library with over 3000 job descriptions templates that you can download for free.

What does an Underwriting Assistant do?

The Underwriting Assistant is responsible for supporting the Underwriters in their daily operations. The role involves providing administrative and technical support to the Underwriters, including but not limited to: collecting, verifying and entering data into relevant systems; preparing documents for review; and performing general administrative functions. Additionally, the Underwriting Assistant will be responsible for ensuring that all relevant information is accurate and up-to-date, as well as ensuring compliance with applicable regulations. The Underwriting Assistant will also be responsible for liaising with internal and external stakeholders, as well as providing support to the Underwriters in their daily operations.

Underwriting Assistant Role Purpose

The purpose of a Underwriting Assistant job role is to provide administrative and clerical support to underwriting professionals in order to help them process and evaluate applications for insurance policies. This role involves carrying out research, preparing data, filing documents, and maintaining records. Underwriting Assistants must also ensure that all paperwork is accurate and up-to-date, and they may be required to provide customer service to policyholders and other stakeholders. Additionally, they may be responsible for preparing reports and performing other duties as assigned by their supervisor.

Underwriting Assistant Role

An Underwriting Assistant is responsible for providing administrative and technical support to underwriters in the insurance industry. This includes helping to assess risk, setting up policies, processing and maintaining policy documents, and providing general advice and customer service.

Underwriting Assistant Duties

  • Provide clerical and administrative support to underwriting department
  • Assist in the preparation and submission of quotations and policy documents
  • Maintain accurate records and databases
  • Carry out basic financial calculations
  • Maintain working relationships with internal and external clients

Underwriting Assistant Requirements

  • Excellent knowledge of underwriting processes and procedures
  • High level of accuracy and attention to detail
  • Excellent numerical and problem solving skills
  • Good communication, organisational and time management skills
  • Ability to work independently and as part of a team

Underwriting Assistant Skills

  • Computer literacy
  • Attention to detail
  • Organizational skills
  • Excellent communication skills
  • Ability to work under pressure

Underwriting Assistant Personal Traits

  • Organised
  • Good interpersonal skills
  • Attention to detail
  • Computer literacy

How to write an Underwriting Assistant Job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

A job description informs the reader about a job, whereas a job advert’s main objective is to sell the job opportunity to attract as many suitable applicants possible. A job advert maybe the first touch-point a candidate has with your company so it is important to create a great impression.

Job Advertisements should enticing, so considering using short, exciting language which get the reader’s attention.

How to write an Underwriting Assistant Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

Job Description Advice - Guidance on How to Personalise an Underwriting Assistant Job Specification

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

Job Description Tips - Help on formatting an Underwriting Assistant Job Specification

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company's culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.

How to Hire an Underwriting Assistant

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

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