Insurance Underwriting Assistant Job Description

Insurance Underwriting Assistant Job Description

Insurance Underwriting Assistant Job Overview

Insurance underwriting assistants work alongside insurance underwriters or underwriting managers to collect information, perform data entry, analyze risk factors, and more to determine the cost and benefit ratio associated with insuring prospective clients. Additional job duties include supporting the underwriting process for claims by maintaining accurate records and modifying existing policies. They most often do this by acquiring statistical and financial information that the underwriting department can leverage to make educated policy decisions. An assistant underwriter works full-time or part-time for insurance agencies, insurance companies, and corporate business entities.

Insurance Underwriting Assistant Job Template

Insurance Underwriting Assistant Job Summary

Launch your career in the industry as an entry-level insurance underwriting assistant who strives for accurate, data-driven results that move insurance policy decisions forward that generate new business. In this role, you’ll assist underwriters by collecting external customer information; performing data entry; helping with risk assessments; modifying policies; and more. Bring your strong communication skills and eye for detail and we will provide you the mentorship you need to move your career path forward. Apply today!


Ashburn, VA

Insurance Underwriting Assistant Responsibilities

  • Correspond with applicants via phone, email and in person to collect and analyze insurance information that facilitates the risk assessment process and provides underwriting support
  • Document and communicate policy approvals or rejections to the underwriting team, insurance agents, supervisors, and clients in a timely manner
  • Compile data and analytics for reports that can advise insurance policy guidelines and whether coverage should be provided
  • Serve as the liaison for underwriters and customers in order to track, manage, and prioritize insurance applications and other services
  • Maintain accurate, up-to-date records within underwriting software programs by verifying all documents for accuracy and completion in order to provide sound policy recommendations to prospective and existing customers

Insurance Underwriting Assistant Qualifications

  • Must have a bachelor’s degree in mathematics, statistics, business administration, or other related field
  • Some years of experience working in the insurance industry or as an administrative assistant, or a related job is a plus
  • Designation as a Chartered Property Casualty Underwriter (CPCU) preferred but not required
  • Strong attention to detail to ensure the accurate collection of information and entry into databases
  • Stellar communications and interpersonal skills

Insurance Underwriting Assistant Compensation

$54,421 (National Average)


High Quality

This template attracts 30% more quality candidates at 1/10 of the average cost per hire.


DISC Optimized

This template has been written for the ideal insurance underwriting assistant's personality type.

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