Underwriting Assistant

The Underwriting Assistant is responsible for processing all types of documents and transactions related to Builders Risk business while providing quality, customer service to our agents in a professional, timely and accurate manner. The daily working hours for the position are Monday through Friday, 9:00 a.m. - 6:00 p.m. or 9:30 a.m. - 6:30 p.m.

                Essential Duties and Responsibilities 

  • Process all types of business transactions for Builders Risk and related policies to include, but not limited to, the following:
  • Handling policy expirations and extensions
  • Following up on additional information needed on existing policies or new business
  • Processing manual direct notice of cancellations and non-renewals
  • Handling of CBR manual reporting and deposit premium files
  • Handling of the policy issuance process and organizing commercial policies prior, during and after policy issuance which includes endorsements and renewals
  • Run Risk Browser Servicer (RMS) on quotes and renewals and complete the rating worksheet
  • Using templates/systems to produce business documents for Builders Risk and related policies within prescribed time frames
  • Maintains forms database by updating and adding new policy forms
  • Maintains and orders office supplies for underwriting department
  • Maintains rate file changes
  • Ability to effectively and knowledgeably communicate with agents and internal staff in writing or verbally
  • Scan, log and organize underwriting documentation into multiple systems
  • Timely maintains multiple types of requests in the CBR mailbox
  • Maintains the incoming quote system and assignments to the underwriters
    • Handle all inbound and outbound calls within required standards
    • Serve as liaison between underwriting and agents
  • Utilize company systems to enter all transactions while maintaining production and quality standards
  • Ensure all problems, processing and inquiries are handled efficiently within established time frames
  • Work in partnership with stakeholders and US Assure’s corporate vision and mission
  • Participate in knowledge transfer within team
  • Consistently strives to build a multi-dimensional knowledge base
  • Continuously improve self through on-the-job training and in-house training courses to achieve a higher level of competency


Other Duties and Responsibilities 

The Underwriting Assistant may perform other duties as assigned in order to meet business needs.   These functions may be reassigned to other employees as part of a “Reasonable Accommodation” under the ADA.



To perform this job successfully, an individual must be able to perform each essential duty, satisfactorily. The requirements listed below are representative of the knowledge, skills and or licenses, and/or abilities required.



  • Basic knowledge of the property and casualty insurance industry, preferred
  • Basic knowledge of accounting, billing and/or accounts receivable principles
  • Basic knowledge of accepted business software and mainframe systems
  • Basic knowledge of products and services within the insurance industry, preferred
  • Basic knowledge of Internet usage
  • Ability to learn and understand underwriting basics and rating development


Education and/or Experience and Abilities 

  • High School graduate, minimum; AA/BS/BA degree with an emphasis in accounting, business or finance, preferred
  • One to two years’ experience working in a multi-tasked, customer service, production driven environment, preferred
  • Prior experience as an underwriting assistant, preferred
  • Proficient in Microsoft Office Word and Excel
  • Ability to accurately type 35 WPM

How To Apply

To learn more about the position and apply online, CLICK HERE. Qualified candidates should also be prepared to submit a resume during the application process.