Assistant Underwriter

The Assistant Underwriter works closely with an experienced mentor Underwriter and the Underwriting Manager. In this role, the Assistant Underwriter supports underwriters by performing a variety of tasks, including preparing new and renewal accounts for the mentor Underwriter’s review. The position is responsible for collecting and analyzing underwriting information to ensure proper documentation is in the file before it is referred to the Underwriter. This is a home office-based desk underwriting role that requires periodic travel to meet with agents in the field. The Assistant Underwriter also provides a collaborative, consultative experience for exclusive agents to support policy growth, profitability, and retention. 

This role is a 100% in office role based in one of Clearbrook's office locations. Employees in this role are required to accurately record all hours worked and submit timesheets in accordance with company policies, established payroll deadlines, and applicable wage and hour regulations.

Essential Responsibilities: 

• Reviews, appraises, and recommends submissions for acceptance or refusal for mentor Underwriter.  

• Works within assigned underwriting authority (limited) and company underwriting guidelines, to make acceptable terms, conditions, and pricing decisions on behalf of the company that supports the company's growth, profitability, and retention objectives. 

• Supports Underwriters by performing a variety of tasks and file work including preparation of new and renewal accounts for Underwriter review by collecting and analyzing information to ensure that proper documentation is in the file prior to referring to the Underwriter. 

• Manages workflow queues and conducts timely and thorough reviews of all assignments in a manner that supports the department's goals for turnaround time, and that meets the departments' file quality and risk selection expectations.  

• Provides timely and professional customer service to Field Agents and/or CSRs. 

• Actively communicates with Field Agents and/or CSRs as needed to obtain necessary underwriting information.   

Qualifications / Experience Required: 

• Associate degree.  

• Supervisory/management experience not applicable.  

• Minimum of one year of experience as an Associate Underwriter or a minimum of three years of other related insurance industry experience. 

Preferred Qualifications: 

• Associate’s or Bachelor’s Degree is preferred, but not required.  Equivalent experience considered in place of collegiate studies. 

• Completion of at least two Associate in General Insurance (AINS) or Associate in Underwriting (AU) courses preferred.  Demonstrated commitment to completing designation and pursuing additional professional insurance education. 

• Participates in productive field visits to meet agents and learn about their markets.