Underwriting Assistant Resume Sample

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Work Experience

  • Use Underwriting System to identify files requiring assignment to underwriters
  • Assign loan files to underwriters based on procedures and criteria provided by management
  • Monitor central email boxes and service requests in accordance with service level agreements
  • Create and maintain tracking files using MS Excel and/or Database programs
  • Assist with adhoc control and pipeline reporting
  • Assist with support functions in Retail/CD, Correspondent, and AED including file set ups in CMS/CLM, order notifications in CLOSR, data entry in DataVerify, etc
  • Establish and maintain quality professional Agency & Broker relationships
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) and online policy administration systems
  • Maintains monthly reports and tracking spreadsheets, etc
  • Gathers relevant documents from Title databases
  • Uploads summaries and documents to Title databases
  • Edits title commitments to add summary items found in review
  • Composes written explanations that clearly explain any issues found
  • Strong organizational skills with the ability to multi-task and prioritize with timely follow up
  • Insurance industry experience
  • General knowledge of insurance policy processing systems
  • General knowledge of computer based underwriting systems
  • Strong attention to detail, organizational skills, timelines to meet customer service expectations
  • Strong customer service skills, ability to handle multiple tasks in timely, fast paced environment
  • Dependable, consistent professional work ethic
  • ANFI (Associate in National Flood Insurance) designation very helpful
  • Experience as a CSR or Property & Casualty Assistant Underwriter
  • Advanced in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Reviews land surveys and created summaries that describe items of interest found on land surveys

Professional Skills

  • Strong communication skills; can demonstrate that they have effectively communicated with stakeholders including senior leaders, peers and other staff
  • Excellent Computer Skills, with intermediate skills in Microsoft Word and Excel
  • Demonstrated strong organizational skills with the ability to multi-task, prioritize with timely follow up
  • Demonstrates strong multi-tasking ability and critical thinking skills
  • Proven excellent listening, verbal and written communication skills
  • Proven organizational, prioritization and multi-tasking skills
  • Strong interpersonal skills in order to work effectively and professionally with diverse groups

How to write Underwriting Assistant Resume

Underwriting Assistant role is responsible for interpersonal, organizational, computer, customer, microsoft, training, organization, excel, insurance, analytical. To write great resume for underwriting assistant job, your resume must include:

  • Your contact information
  • Work experience
  • Skill listing

Contact Information For Underwriting Assistant Resume

The section contact information is important in your underwriting assistant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Telephone number

Work Experience in Your Underwriting Assistant Resume

The section work experience is an essential part of your underwriting assistant resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous underwriting assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular underwriting assistant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Underwriting Assistant resume experience can include:

  • Excellent written and verbal communication skills, as well as strong organizational skills
  • Effective verbal and written communication skills and problem solving skills
  • Strong customer skills, able to communicate effectively with agents and
  • Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external colleagues
  • One to two years of working experience preferably in a customer service oriented environment or an equivalent combination of skills and experience
  • Strong computer skills, especially experience with MS Word and MS Excel

Education on an Underwriting Assistant Resume

Make sure to make education a priority on your underwriting assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your underwriting assistant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Underwriting Assistant Resume

When listing skills on your underwriting assistant resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical underwriting assistant skills:

  • Excellent interpersonal skills, communication skills and good level of numeracy and literacy
  • Good interpersonal skills, communication skills and good level of numeracy and literacy
  • Strong written and verbal communication skills and the ability to negotiate and effectively communicate a viewpoint
  • Strong organizational skills with the ability to multi-task effectively
  • Excellent proactive organisation skills and ability to plan and prioritise work
  • Demonstrate initiative, strong interpersonal skills and a professional demeanor

List of Typical Experience For an Underwriting Assistant Resume

Experience for senior underwriting assistant resume.

  • Solid judgment, problem solving, decision-making and follow through skills
  • Knowledge and skills associated with general computer use, including typing, and saving files in specified locations
  • Taking a coordinating overview of all office systems to ensure their effective running and development
  • Ensuring completeness of contents of underwriting package prior to handover to the Underwriter for risk analysis/risk selection process
  • Being accountable for completeness of contents of underwriting package prior to handover to Underwriter for risk analysis/risk selection process

Experience For Underwriting Assistant, Excess Casualty Resume

  • Ordering and review of experience reports, final audits, loss control reports, financial reports, loss runs, MVRs, and FEINs
  • Calculate base rating and apply experience modifications as part of the Underwriting package completed by Underwriting Support Unit for Underwriter review
  • Consistent track record of leveraging new business opportunities and planning and prioritising client renewals
  • Relevant working experience in a reinsurance underwriting team
  • Extensive knowledge and experience as an Underwriting Assistant including significant property exposure analysis

Experience For Underwriting Assistant, Commercial Insurance Resume

  • Capable of mastering multiple systems; experience working in a paperless environment
  • Demonstrated comprehensive understanding of underwriting real estate transactions for the issuance of title insurance policies
  • General computer competency, including experience using Microsoft Excel, Word, PowerPoint
  • Some level of experience in dealing with Policy Decisions rating systems is desirable
  • Experience using software packages (including, but not limited to, MS Word and MS Excel)
  • Experience in supporting the processing of property & casualty insurance transactions or 3-5 years of general administrative support required
  • Experience in supporting the processing of property & casualty insurance transactions
  • Utilise tracking tools to monitor work on hand and set priorities, with a potential to redistribute work to other supporting staff as required
  • Use discretion and good judgment when assisting customers with policy information and conflicts

Experience For Underwriting Assistant Supervisor Resume

  • Proven track record of proactively taking the initiative and the ability to work independently in a fast paced environment
  • Demonstrates a proactive approach to suggesting methodologies for improvement in work processes
  • Excellent grammar, punctuation, and spelling
  • Build an internal/ external profile to develop and maintain strong partnerships with stakeholders including customers, brokers and colleagues
  • Insurance and/or entry level underwriting experience
  • Prepare and verify documents for accuracy prior to entering into systems
  • Experience with standard office practices (e.g., data entry, certified mail, task tracking, and documentation)
  • Previous experience working within the commercial insurance environment

Experience For Associate Underwriting Assistant Resume

  • Commercial insurance underwriting process experience desirable
  • Industry experience and/or willing to learn the new business process
  • Be dynamic and able to demonstrate capability in adapting to change
  • Professional Insurance experience (Underwriting Assistant or other)
  • Experience in offshore processing centres

Experience For Commercial Insurance Underwriting Assistant Resume

  • Experience with high net worth Personal Lines insurance products
  • Filing, faxing and photocopying underwriting materials
  • Scanning, photocopying, answering and directing phone calls
  • Working knowledge of ISO commercial lines policy rating and issuing transactions in corporate systems
  • Performing cursory reviews of inspections; referring inspections to the Premier Underwriting Assistant and/or Premier Underwriter as needed
  • Owning and facilitating the overall administration of the front-to-end lifecycle of assigned program accounts from binding to expiration
  • Assisting underwriters with new and renewal accounts by entering information into rating software
  • Compiling data into reports for premium monitoring
  • Providing administrative support to the underwriting team based in Melbourne

Experience For Underwriting Assistant / Associate Resume

  • Building and maintaining relationships internally and externally
  • Using the underwriting system(GENIUS), enter and clear submissions, book premium, and generate invoices to be mailed to broker
  • Communicating with agents on missing information, signed documentation and clarification of various items on behalf of the underwriters
  • Updating files and tools for tracking within the department and nationally
  • Working as part of a team is important, as well as being a leader and delegate to others on the team to ensure deadlines are met
  • Working with Accounting department to settle premium differences
  • Assisting with projects as designated by senior management
  • Training to other UWR Assistants to reduce key man dependency
  • Monitoring open items associated with reinsurance business

Experience For National Accounts Underwriting Assistant Resume

  • Producing quotes, binders and endorsements under the direction of an underwriter
  • Utilizing internal actuarial systems to help rate business for underwriters
  • Utilizing industry websites to obtain additional information for accounts
  • Willing to take RLPU/CPCU courses
  • Communicating directly with Brokers on behalf of the Underwriters to collect account and insured information necessary for risk analysis
  • Understanding of Salesforce, Outlook and Excel

Experience For Underwriting Assistant, Public Entity Resume

  • Issuing new business and renewal policies as instructed by the Underwriter
  • Utilizing industry websites to obtain submission financials associated with GICs codes, etc
  • Marketing and sales oriented
  • Managing the team’s mailbox
  • Corresponding with clients/brokers where needed
  • Using the underwriting system (GENIUS, GCS, AERUS and AMS), enter and clear submissions, book premium, and generate invoices to be mailed to broker
  • Liaising with Underwriters, Brokers on behalf of the Underwriting Support Unit as needed to communicate account status and complete outstanding subjectivities
  • Understanding and familiarity with reinsurance placement and provide assistance in putting the Underwriting Package together for the reinsurance provider

Experience For Agribusiness Underwriting Assistant Resume

  • Collecting account and insured information for risk analysis by communicating directly with Brokers on behalf of the Underwriters
  • Analyzing the needs of the client and translating appropriately into the final specifications that serves as a basis for the policy
  • Completing quality control on the rating output to ensure accuracy of work (e.g. exposure bases, limits, coverage extensions, modifications, etc.)
  • Rating premium changes for premium bearing midterm change requests
  • Maintaining an electronic file for accounts as required for Sarbanes Oxley and Internal Audit Guidelines
  • Ensuring timely, accurate completion of all assigned tasks

List of Typical Skills For an Underwriting Assistant Resume

Skills for senior underwriting assistant resume.

  • Excellent written and verbal communication skills, as well as strong skills
  • Effective communication skills-written, verbal and presentation skills
  • Excellent proactive organisation skills and ability to plan and prioritize work
  • Detail-oriented, proven prioritization, organization and time management skills with accurate results
  • Proven prioritization and time management skills with accurate results is critical
  • Detail oriented, proven prioritization, organizational and time management skills with accurate results
  • Interpersonal skills to work effectively and professionally with diverse internal and external groups

Skills For Underwriting Assistant, Excess Casualty Resume

  • Demonstrated strong oral, written and interpersonal skills
  • Demonstrated strong organization and time-management skills
  • Demonstrates profound computer skills and experience with Microsoft Office Package (Special focus on Excel)
  • Strong organisational and prioritization skills
  • A proven proactive approach to growing personal knowledge and skillset while supporting and improving the business through accurate and timely working habits
  • Work effectively in a team setting as well as to work independently in a fast paced environment requiring good judgment
  • Work effectively in a team setting as well as independently in a fast paced environment requiring good judgment
  • Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within and outside the organization
  • Experience working in an insurance company or similar experience with rating and policy issuance systems, or equivalent college and/or internship experience

Skills For Underwriting Assistant, Commercial Insurance Resume

  • Excellent analytical, critical thinking, time management and organizational capabilities with a strong customer service focus wile building solid relationships
  • Experience with standard office practices (e.g., data entry, certified mail, task tracking, and documentation). MATHEMATICAL SKILLS
  • Demonstrates strong working knowledge of Microsoft Excel, Word and Outlook (Intermediate skill level)
  • Excellent analytical, problem solving, presentation skills with ability to communicate well
  • Demonstrated critical thinking, technical, and analytical skills

Skills For Underwriting Assistant Supervisor Resume

  • Strong organisational and analytical skill, able to prioritise and work to deadlines
  • Possess excellent written, verbal and organizational skills
  • Effective communication skills with colleagues and customers
  • Good self-organization skills, mature, diligent, able to work independently
  • Good communication skills both written & spoken English and Mandarin
  • Good PC skills in MS Word, Excel, Outlook & Powerpoint

Skills For Associate Underwriting Assistant Resume

  • Excellent interpersonal skills and computer literacy (Word, Excel)
  • Good mathematical, oral and written communication skills required
  • Strong attention to detail, organizational and support skills required
  • Strong interpersonal skills and team-spirited approach
  • Strong computer skills, especially in MS Word, Excel and data entry applications

Skills For Commercial Insurance Underwriting Assistant Resume

  • Strong PC skills, specifically Word, Excel, PowerPoint and Outlook
  • Demonstrates analytical skills in order to determine and communicate recommendations to customers
  • Strong verbal and written communication, as well as, math skills
  • Strong interpersonal skills and ability to work independently in a collaborative environment, as well as in a team environment
  • Strong verbal and written communication skills and ability to provide and accept feedback

Skills For Underwriting Assistant / Associate Resume

  • Good organisation skills with ability to work to deadlines Ability to work as part of a team
  • Good oral & written skills and required
  • Learn basic underwriting skills, including risk analysis, rating, and pricing
  • Knowledge and skills associated with general computer use, including typing, saving files in specified directory, Internet search functions
  • Knowledge and skills associated with general computer use, including typing, saving files in specified directory, and Internet search functions
  • Comfortable taking ownership of work and able to identify need for action (using initiative) whilst working effectively within a team
  • Knowledge and skills associated with general computer use, including typing, saving files in specified
  • Previous experience working within the commercial insurance environment and commercial insurance underwriting process experience desirable
  • Experience of planning and prioritising workload

Skills For National Accounts Underwriting Assistant Resume

  • General computer competency, including experience using Microsoft Excel, Word, PowerPoint. Experience on insurance data entry systems would be beneficial
  • Analytical skills and technical competence in underwriting/rating systems
  • Effectively dealing with accounts having a variety of intricate parts to ensure policies are complete and all aspects of the broker communication is seamless
  • Computer competency, including experience using Microsoft Excel, Word, PowerPoint, experience on insurance data entry systems beneficial
  • Superior communication skills for interaction with Agents, applicants and other involved parties regarding applications
  • Related insurance experience and/or training; or equivalent combination of education and experience
  • Five years of related insurance experience and/or training or equivalent combination of education and experience
  • Five years prior related work experience in insurance, banking or financial services required

Skills For Underwriting Assistant, Public Entity Resume

  • Entry level analytical and problem solving skills
  • Prior experience working in an insurance/reinsurance company
  • Demonstrates strong problem solving
  • Seen as expert of entry level position skills and takes on a more directing role to peers
  • Interpersonal and communication skills, able to build multiple relationships across the business
  • Organizational skills (respects deadlines)
  • Demonstrates solid and reliable performance in the role

Skills For Agribusiness Underwriting Assistant Resume

  • Desire to gain knowledge and skills
  • Excellent technical aptitude with web based and in-house systems and databases, good working knowledge of Microsoft office Suite
  • Intermediate oral/written communication skills
  • Computer skills (specifically MS Word and Excel Office software)
  • Exceptional communication and service skills
  • Understands the functionality of all underwriting systems (automated and manual) and utilizes these systems effectively
  • Demonstrates strong understanding of ICAT/s.4242 Underwriting Guidelines and their practical application

List of Typical Responsibilities For an Underwriting Assistant Resume

Responsibilities for senior underwriting assistant resume.

  • Strong skills in MS Office Suite (Word, Excel) and Lotus Notes
  • Strong insurance systems & PC software skills (ImageRight, Microsoft Office suite (Word, Excel, Access, Adobe, Power Point, etc.)
  • Maintains personal performance objectives to include quality, timeliness, and soft skills
  • Communicate professionally, concisely, and effectively with internal and external customers on all issues pertaining to any underwriting matter
  • Commercial Insurance experience with direct experience in rating functions and policy issuance

Responsibilities For Underwriting Assistant, Excess Casualty Resume

  • Five years prior related work experience in insurance industry with specialized knowledge of Workers Comp coverage
  • Intermediate to advanced Microsoft Office skills, including Word, Excel, Outlook, Access
  • Communicate effectively with brokers, agents, customers and internal staff to provide and obtained necessary information to complete assigned tasks
  • Present a professional and positive company image to clients and to colleagues. Work effectively as part of the team
  • Working at providing good customer service to internal and external clients / brokers
  • Building effective internal relationships
  • Capable of mastering multiple systems and have experience working in a paperless environment
  • One to three years coding/rating experience

Responsibilities For Underwriting Assistant, Commercial Insurance Resume

  • Additional experience in proprietary rating systems is helpful
  • Insurance Company Operations or Underwriting experience
  • Work experience working in a global environment with international knowledge of policies and practices
  • Superior organization, time-management, and the ability to adapt in a dynamic priority changing environment
  • Excellent working knowledge of PC based systems and applications such as Microsoft Office and data-based systems
  • Flexible and adaptable to changing direction, adjusting priorities and/or work on multiple tasks simultaneously

Responsibilities For Underwriting Assistant Supervisor Resume

  • Accountable for completeness of contents of Underwriting package prior to handover to Underwriter for risk analysis/risk selection process
  • Manage and prioritize workloads to meet regulatory filings and bureau correspondence due dates
  • Well organized and possess good follow through
  • Possess a strong math aptitude
  • Demonstrates ability to exercise independent judgement, think critically and creatively solve problems
  • Order and review loss experience reports, final audits, loss control reports, financial reports, loss runs, as requested by underwriters
  • Develop and maintain strong partnerships with stakeholders including customers, brokers and colleagues
  • Adhere to underwriting standards, authority and good practice to minimise risk and maximise efficiency
  • Demonstrates understanding of basic insurance principles

Responsibilities For Associate Underwriting Assistant Resume

  • Develop and maintain strong relationships with stakeholders including customers, brokers and colleagues
  • Establish strong relationship with stakeholders including customers, brokers, business partners and colleagues
  • Previous experience in underwriting, general insurance administration, policy administration would be a definite advantage
  • Establish and maintain strong customer relationships with both internal Underwriters and external Brokers
  • Creating and proofreading of title policies, invoicing, revisions to our commitment and proforma using company software and survey readings
  • Filing and scanning of documentation as required, including file archiving
  • Receiving, recording and assigning new underwriting submissions to underwriters

Responsibilities For Commercial Insurance Underwriting Assistant Resume

  • Maintaining all correspondence activity with internal and external customers including daily diaries on pending transactions
  • Completing required training and learning business practices/procedures
  • Coordinating producer licensing activity between PL team and Underwriting
  • Creating cancellations and reinstatements according to ODEN state rules and regulations
  • Conducting routine data analysis and manipulation using spreadsheets and databases

Responsibilities For Underwriting Assistant / Associate Resume

  • Assisting in compiling data into reports
  • Monitoring and chasing renewals
  • Demonstrating a proactive approach to suggesting approaches for improvement in work processes
  • Building and maintaining relationships with brokers
  • Coding of all policy documentation (under binding contracts as well as company issued)
  • Rating premium changes for premium bearing change requests
  • Creating and maintaining electronic file for accounts
  • Providing administrative support to the Property underwriting team based in Sydney
  • Processing all business, including quotes, new business, renewals and endorsements etc.

Responsibilities For National Accounts Underwriting Assistant Resume

  • Sending and managing renewal declarations
  • Assisting with answering the main switchboard number
  • Completing data capture, liaising with various operation teams to ensure risk information is entered on company systems in an accurate and timely manner
  • Working with underwriters to support the underwriting function and increase your technical knowledge of different classes of business written
  • Utilizing industry websites to obtain submission financials associated with NAICS codes, MVR's, etc
  • Processing workers' compensation new business submissions, renewal submissions and endorsements
  • Getting to know the key players in the market - both underwriters and brokers
  • Progressing through professional qualifications

Responsibilities For Underwriting Assistant, Public Entity Resume

  • Rating in all lines of business
  • Processing A&H mail requests, renewals, and endorsements (document creation and system
  • Prepping files for renewal (file organization loss runs contract comparison)
  • Assisting in the completion of ad-hoc projects that arise
  • Preparing new and renewal binds for policy issuance
  • Serving as a quality assurance technician for various issuance, endorsement, and other necessary documents require
  • Understanding and Responsiveness to Customer Needs
  • Reconciling and analyzing audits and adjusting coverage as needed

Responsibilities For Agribusiness Underwriting Assistant Resume

  • Assuming a leadership role as it relates to application of processes and procedures associated with the position’s responsibilities
  • Ensuring electronic Client and Distribution system accurately reflects account status and notes to/from the Underwriters and Broker discussions
  • Processing work comp new business submissions, renewal submissions and endorsements
  • Managing the entire renewal process for a book of small accounts
  • Maintaining up-to-date knowledge of key (re)insurance trends
  • Understanding underwriters and teams globally
  • Knowing the key players in the market - both underwriters and brokers

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Underwriting Assistant Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the underwriting assistant job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

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  • Updates spreadsheets and creates management reports in accordance with the office procedures
  • Work with underwriting team to make decisions about home quality and insurance to value issues
  • Inputs data into RMS RiskBrowser for both catastrophe management as well as improve underwriting decisions
  • Assist Manager in quarterly PML and portfolio reviews
  • Manage status of statutory coverage acceptance/rejection (TRIA)
  • Occasionally work with home inspection vendors to order, cancel or modify inspection reports
  • Provide support to field underwriters in the use and problem resolution in areas of catastrophe modeling (RMS)
  • Ensure that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines. Such transactions may be quotes, new business, endorsements, cancellations or renewals
  • Technical competence in underwriting/rating systems
  • Intermediate level of knowledge of property and/or casualty insurance coverages, rating procedures, rating plans and systems/workflow
  • Initiates and responds promptly to telephone and written inquires about processing, policy changes requests, billing status, new applications, and ratings
  • Sets up various post-sale account services with other departments, including identifying contacts for the policyholder, initiating the issuing process and advising the Claims department of the coverage written so they can prepare for incoming claims, etc
  • Prepares renewals, new business and endorsement requests for the underwriter by gathering and evaluating exposure data (credit information, claims history, statements of values, payroll, fleet lists, etc.), identifying rates for various coverage options, and entering information into databases
  • Prepares clear, accurate policy writing and billing instructions for business policy production and verifies the policy was produced accurately and on time
  • Evaluates policies, processes procedures and may recommend changes to management to improve productivity, reduce expense and/or enhance customer service
  • Develops strong working relationships with internal team
  • Manages data collection and data entry into pricing models
  • Performs initial screening and analysis of prospective cases
  • Makes sound decisions and logical assumptions in the absence of complete information
  • Participates in underwriting projects as assigned by manager
  • Keeps the underwriting files properly documented and organized with accurate, clear and complete information
  • Handles high volume of quotes while adhering to quality and timeliness standards
  • Operates in a test and learn environment and adapts quickly to change

15 Underwriting Assistant resume templates

Underwriting Assistant Resume Sample

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  • Understand and contribute to rating, information collection and workflow improvements
  • Support the reporting, monitoring and tracking needs of the work unit
  • Contribute to focused project responsibilities designed to enhance and advance the core underwriting process
  • Timely, efficient and effective management of all information necessary to UW function (e.g. proposals, renewals, NBOC and New Submissions)
  • Ensure that prospect packages are appropriately organized into files, logged and distributed to Underwriters in a timely manner
  • Review case specific census information for completeness. Partner with the field to obtain missing census information
  • Prepare requests for ordering of financial/statistical reports required by Underwriters or Field Personnel
  • Efficient ordering, tracking and returns of all files that support the underwriting process within the work unit. Maintaining the relationships with outside storage vendors
  • Prepare manual rates for prospects, New Submissions and renewals as well as NBOC’s
  • Support Field Personnel with all requests pertaining to experience reports, SIC assignments, and any other appropriate requests
  • Prepare monthly renewal lists for each block of business and ensure that data is requested by the field for specific cases
  • Process pre-approved NBOC”s and complete NORA and GPC functions
  • 2 years experience in the insurance industry preferred
  • Proficient data entry skills
  • Good Interpersonal Skills
  • Mathematical aptitude
  • Proven collaboration/team player mindset
  • Bias towards customer service
  • Demonstrated accuracy with PC skills (excel) and ability to manoeuvre through many systems applications designed to support underwriting decision making
  • Prioritization skills: ability to manage multiple talks concurrently
  • Demonstrated the ability to be a self starter and problem solver with the ability to work independently
  • Solid communication skills, both verbal and written

Collateral Underwriting Assistant Resume Examples & Samples

  • Minimum 2 years administrative support experience in a busy operations environment
  • 1 year of Mortgage Banking experience preferred
  • Mortgage industry experience preferred
  • Must be able to meet tight deadlines
  • Must be able to multi-task and prioritize workflow needs
  • PC skills (high level of proficiency in MS Word, Excel); good knowledge of Outlook, and PowerPoint)
  • Must be customer service oriented

Receptionist / Underwriting Assistant Resume Examples & Samples

  • 2 -4 years of related work experience, basic knowledge of commercial insurance is preferred
  • Must possess excellent verbal and written communication skills, as well as proficiency with Microsoft Word and Excel
  • Must have excellent organization and prioritization skills, attention to details and a high level of accuracy

Commercial Underwriting Assistant Resume Examples & Samples

  • Supporting the senior underwriting team, delivering administrative support within agreed timeframes and SLA's
  • Liaising with external clients and brokers
  • Planning and prioritising workload, and also recognising and rectifying quality or compliance issues
  • Acting on audit results and agreeing action plans to rectify with the senior team
  • Renewing busness in line with current processes and underwriting strategy and guidelines
  • Achieving new business and retention targets
  • Identifying and recommending improvements to processes
  • Perform other admin duties to include but not limited to - switchboard, photocopying, post duties, visitor management, catering requests and travel requests

Mortgage Banking Underwriting Assistant Resume Examples & Samples

  • High school diploma or equivalent is required; business degree preferred
  • 1 year of mortgage banking experience preferred. 2 years experience working in an administrative or support role
  • Microsoft Office experience a must with high level of proficiency in excel and word
  • Create and maintain loan files
  • Distribute loan files to the Underwriting Department
  • Pull and reconcile team reports
  • Process incoming customer faxes
  • Distribute customer documents to the Underwriting Department
  • Good PC skills (basic knowledge of MS Word, Excel and Powerpoint)
  • Knowledge of general office procedures (e.g., filing, correspondence, scheduling)
  • Good oral and written communication skills
  • Up to one year of clerical and customer service experience

Mortgage Lending Underwriting Assistant Resume Examples & Samples

  • Responsible for analyzing all files submitted to Underwriting for regulatory compliance items as instructed and for efficiently assigning files to Underwriters for review
  • Develop and maintain a strong understanding of requirements for all mortgage lending products, policies, processes, and required documentation for Government-Sponsored Enterprise (GSE), Federal Housing Administration (FHA), Veterans Affairs (VA), United States Department of Agriculture (USDA) and portfolio products
  • Verify and place orders for Private Mortgage Insurance, as needed
  • Conduct proactive and effective pipeline management through efficient assignment of files in accordance with performance standard expectations
  • Completion of Mortgage Lending associate training within required timeframe
  • Basic knowledge of other bank services and products

Commercial Insurance Underwriting Assistant Resume Examples & Samples

  • Extend customer assistance to both internal and external customers through processing commercial policy servicing requests to include Rating, Renewals, and Endorsements
  • Address departmental workflow requests submitted via email and fax while assigning/distributing tasks to the appropriate individual based on nationwide territory assignments
  • Communicate effectively with colleagues and our internal partners via written correspondence regarding Commercial Insurance inquiries
  • Daily periodic report creation attributed to individual and team work volumes in adherence to departmental servicing objectives
  • Research requests from 3rd Party Vendors to provide direction and generate Change in Terms Notifications
  • Miscellaneous and other various tasks deemed necessary to meet customer/client requirements

Underwriting Assistant, Global Corporate, RC Resume Examples & Samples

  • High School Diploma or Equivalent and 2 or more years of experience in the Claims or Premium Audit or Risk Management or Underwriting or Underwriting Operations area within the Insurance industry
  • Excellent customer service orientation and communication skills
  • Organizational, prioritization, and multi-tasking skills
  • Mastery of processing, rating and policy issuance systems
  • Excellent problem-solving skills
  • Experience with data collection and analysis
  • Experience working in a high-volume, production environment

Senior Underwriting Assistant Resume Examples & Samples

  • Screen transactions to determine proper processing. Refer to underwriters those transactions that require their attention; complete transactions directly if within delegated authority limits
  • Provide timely and professional customer service to agents to facilitate the processing of business. Communicate as needed with agents to obtain information needed to complete screening and transactions, etc. Contribute to effective marketing of the Company products by answering questions, resolve problems on topics such as policy status, billing, etc, and explaining new or revised products and processes
  • Order and screen miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections, loss control, etc
  • High School diploma, or equivalent
  • Rating and entry expertise in multiple Commercial Lines preferred, Worker's Comp, Auto, package a plus
  • In-depth knowledge of underwriting guidelines for the transactions within authority limit (renewals, endorsements, cancellations, etc.)
  • Must have mathematical skills and the ability to interpret and execute underwriting instructions accurately; be detail oriented with good follow-through skills
  • Working knowledge of PCs and software applications. Proficient keyboard skills
  • Good communication skills, both oral and written, are essential

Agribusiness Underwriting Assistant Resume Examples & Samples

  • Identifies key information necessary for risk analysis and pricing and effectively communicates business need
  • Bachelor's Degree preferred
  • Good mathematical, oral and written communication skills
  • Intermediate MS Excel skills
  • Keen attention to detail and accuracy
  • Ability to work independently and as part of a group

Underwriting Assistant, Commercial Insurance Resume Examples & Samples

Underwriting assistant, public entity resume examples & samples, underwriting assistant, excess casualty resume examples & samples.

  • Claims Made
  • Bermuda Form/Integrated Occurrence
  • Custom-written coverage specific to a particular risk or class
  • Prepare new business and renewal underwriting tools for underwriter evaluation, including validation and documentation of surplus lines licenses
  • Completes initial risk evaluation, helping underwriter identify manuscript forms and need for internal partner engagement; reviews losses and submission, noting missing information and summarizing key points
  • Stages proposal based on standard operating procedures; ensures that state-required and department-required endorsements are included at all times
  • Completes post-sale account services with internal partners, identifying contacts at broker and policyholder; initiates the policy issuance and billing processes
  • Ensures that policies are issued exactly as called for in the proposal – before they are sent to the broker and customer
  • Documents the underwriting file and coordinates account maintenance
  • Coordinates internal partners, including loss control and claims, in partnership with the underwriter
  • Maintains form library and ensures that organization and labeling enable efficient and effective coverage selection
  • Monitors accounts coming up for renewal, ensuring that conditional renewal notices are sent timely
  • Completes account research to inform the risk taking decision
  • Owns the process: coordinates and manages the entire administrative process from submission intake to renewal and everything in between; makes changes to the process (with manager and underwriter buy-in) to optimize productivity, reduce expense, and/or enhance customer service
  • Accuracy/attention to detail
  • Intermediate level of knowledge of property and/or casualty insurance coverages, rating procedures, and systems/workflow
  • Effective written and interpersonal skills (including listening, working effectively with others, communicating effectively, etc.)
  • Focus on internal and external customers – meeting or exceeding the business need
  • Planning and organizing work
  • Adaptability
  • Decision making; as normally acquired through a high school degree and 2 or more years of related work experience
  • Acts as a resource to less experienced employees by answering questions, helping solve problems, and assisting with orientation, training and ongoing development
  • Participates in stewardship meetings and production calls as directed by the underwriter

Underwriting Assistant, Large Construction Resume Examples & Samples

  • Partners with underwriter in developing and maintaining a book of business by performing various pre-underwriting activities -- often for more complex and larger accounts -- such as reviewing requests for proposals (RFPs), gathering data (exposures, credit information, claims history, payroll, fleet lists, etc.), identifying or verifying rates for coverage options, and entering information into databases
  • Sets up various post-sale account services with other departments, including identifying contacts for the policyholder, providing policy-writing instructions to others, initiating the issuing process and advising Claims of the coverage written so they can prepare for incoming claims, etc
  • Develops and maintains effective business relationships with internal and external clients (underwriters, agents, brokers & policyholders); responds promptly to telephone and written inquires about processing, policy changes requests, billing status, new applications, and ratings. Serves as the primary contact in the underwriters absence
  • Maintains and applies an advanced knowledge of the book of business, current state rules, regulations, forms, processes, systems and rate changes for products. Stays current on changes to policies, processes, and procedures
  • Evaluates procedures and recommends changes to management to improve productivity, reduce expense and/or enhance customer service
  • Gathers and organizes information to prepare new and renewal policy/account files for underwriter review and direction in accordance with company underwriting guidelines and standards. This may include, but is not limited to, setting up folders; preparing and completing account summary worksheets; completing Underwriting Spreadsheet; loss rating; P&L; company selection forms; schedule rating worksheets and printing for underwriting files and preparing underwriting documentation package for bound accounts
  • Reviews new/renewal submissions for necessary underwriting data and follows up with broker for missing information
  • Conducts internet searches to secure appropriate client information including Dun and Bradstreet Reports and/or financial statements, insured profile to assist underwriters
  • Maintains various account databases (PIP, submission log, marketing, etc.) to ensure up to date information and status updates in Submission logs and/or PIP. Update loss history to ensure all systems accurately reflect updated account information/documentation in accordance with company underwriting guidelines
  • Provides timely and professional customer service to internal and external customers including Underwriters; Operations staff; Agents and Brokers; to facilitate the processing of business and to ensure excellent customer service to our accounts and prospects. Responds to brokers service requests for loss runs, endorsements, etc.; ensuring all appropriate documentation is received (i.e. signed statements of values ; signed terrorism rejection forms; obtaining copies of underlying policies for umbrella and excess policies); troubleshooting for transaction processing issues with Operations Department and researching and assisting in resolving telephone and written inquiries generated from internal and external customers (i.e. policy/account status, rating and billing issues, etc.)
  • Orders Risk Engineering reports as necessary based on underwriting criteria and follows-up on recommendations to ensure compliance to MSIG risk management standards
  • Manages the department diary system to ensure completion of miscellaneous underwriting department functions
  • Completes miscellaneous projects as required
  • Good attention to detail
  • Previous background within insurance (commercial experience would be preferable)
  • Previous underwriting experience would be beneficial but is not essential

Middle Market Underwriting Assistant Supervisor Resume Examples & Samples

  • Promotes an environment of continuous improvement, collaboration and partnership applies Liberty Mutual Systems (LMS) principles to improve customer relationships, quality and work processes
  • Ensures that the unit develops and maintains effective business relationships with underwriters, internal partners and external clients; fosters and environment of collaboration and partnership with peers, Distribution, Underwriting, Claims and other areas
  • Ability to get work done through others (delegate),
  • Communicate effectively (including listening, writing clearly, giving constructive feedback, etc.), get support from above, plan/organize work, analyze and solve problems, focus on the larger picture

Underwriting Assistant, P&C Programs Resume Examples & Samples

  • Processes endorsement requests, cancellations and reinstatements, generates invoices and handles accounting issues, processes claims
  • Rates and provides quotes as directed by Underwriting Manager
  • Researches and resolves accounting discrepancies
  • Takes independent action, following corporate guidelines and MGA instruction, in the negotiation and agreements of accounts
  • Resolves backlog and/or processing issues for program companies and within corporate structure
  • Establishes and maintains business relationships with principles and key production and/ or marketing personnel in agencies and with underwriters with whom we have contracts
  • At management's direction, perform other duties that are not specifically set forth but inherent to the wholesale brokerage business
  • Minimum of three years of insurance related experience
  • Strong analytical and judgment skills; excellent problem solving ability

National Accounts Underwriting Assistant Resume Examples & Samples

Commercial underwriting assistant senior resume examples & samples.

  • Rate, code and enter required information for quotes, new and renewal business and change work for all lines of business and multi-states. Support the region’s business insurance book of business while delivering timely and accurate product to underwriters and agents
  • Prepare new business, renewals and change requests for review by the business insurance underwriter when such items are beyond the incumbent’s authority
  • Strong ability to investigate and collaborate with others to propose solutions to problems; take ownership for a successful resolution; actively participates in team discussions and problem solving
  • Maintain necessary business insurance manuals and/or other reference materials in order to appropriately process assigned work
  • 5 or more years experience in personal or commercial processing
  • Intermediate math skills
  • Detailed knowledge and expertise of all State Auto business insurance processing systems
  • Rate, code and enter required information for quotes, new and renewal business and change work. Perform other entry work required to support the region’s business insurance book of business
  • Process all business insurance transactions including quotes, new and renewal business, endorsements and miscellaneous items in accordance with established underwriting guidelines and department productivity, quality and service objectives
  • May be called upon to perform additional duties as directed by the Business Underwriting Support Supervisor
  • One to four years experience in personal or commercial processing
  • Basic math skills
  • IIA insurance specialty and designation desirable

Associate Underwriting Assistant Resume Examples & Samples

  • Assist underwriters in new business development and renewal retention by ensuring proper risk selection through appropriate pre-qualification standards, identify/gather relevant account information to quote and/or bind the policy)
  • Prepares underwriting/pricing models (i.e., exposures, experience rating, profit and loss analysis, updated account information, etc.)
  • Collaborating closely with Underwriters, Product Management, Legal and Regulatory as necessary to perform pre-bind activities and to confirm policy issuance instructions, manuscript wordings, regulatory notices, etc. to effectively instruct the Operations / Issuance Unit
  • Assessing when it is necessary and performing quality control of coding and issuance output to ensure accuracy of work (e.g. exposure bases, limits, coverage extensions, modifications, data entry, etc.)
  • Prepare the renewal for underwriting review and evaluation for quotations and binders within assigned underwriting authority
  • Manage diary system to ensure that all necessary information is received within established timelines, Follow up of delinquent data
  • Pre review inspection reports and highlight information for underwriting if applicable
  • Acting as liaison and communicating directly with brokers and internal and external contacts on behalf of the Underwriters (i.e., researches and resolves issues, responds to inquiries and questions)
  • Handle special projects and assignment as directed
  • High school diploma required. College degree preferred
  • Minimum 3-7 years’ experience in the commercial insurance industry as a General Liability Underwriting Assistant. Excess & Surplus lines experience preferred
  • Must possess a solid understanding of Property and Casualty insurance coverages and principles, familiarity with ISO commercial class codes, rating, and Compliance guidelines
  • Proficient with MS Office Suite (Word, Excel, Etc.) and Outlook . Strong aptitude for learning new computer programs is required
  • Strong customer service skills and a professional attitude are required
  • Strong organization, prioritization, and time management skills
  • Ability to work independently with little direct supervision

Middle Market Underwriting Assistant Resume Examples & Samples

Sales & underwriting assistant resume examples & samples.

  • Provides assistance as required by the underwriter to support new business activities
  • Gathers and organizes information and reports that support the underwriting decision
  • May assist the Underwriter with the computation of rates and premiums
  • Works closely with the sales team to review incoming applications for accuracy and completeness and follow up as needed
  • Creation of the sales proposal
  • 2-3 years related professional experience in the Property/Casualty insurance field
  • High School diploma, or equivalent plus two years or more of related work experience
  • Other skills required include accuracy/attention to detail; focus on customers; planning and organizing work; adaptability; and decision making
  • Assist management with treaty placement by collecting and analyzing exposures and loss information to insure most efficient pricing available in the current reinsurance market
  • Catastrophe Modeling: Identify and track aggregate catastrophic exposures in order to assist in the prevention of undue loss potential to the policy holder surplus of the company
  • Underwriting Training: Assist in the creation, delivery or coordination of internal or external training programs related to MSMM’s Catastrophe Management
  • Maintain and control quality of property catastrophe data by monthly/quarterly/annual file reviews and completion of RMS checklists
  • Track and monitor underwriting data by working with IT and Underwriting Management to develop and provide analysis on the data necessary to manage MSMM’s property portfolio
  • Work with MSMM’s catastrophe modeling vendor (RMS), underwriting, reinsurance team and management to develop and implement “best practices” for ensuring data quality across the property portfolio

Senior Property Underwriting Assistant Resume Examples & Samples

Political risk underwriting assistant resume examples & samples.

  • Liaise successfully with Hanover and Chaucer colleagues to achieve account goals
  • Under moderate to minimal supervision, analyze data and prepare recommendations within scope of underwriting guidelines & authority
  • Identify risk exposures within agreed risk appetite, obtain and analyze financial information from clients and rating agencies
  • Provide responsive service to agents and internal/external customers
  • Commitment to compliance with underwriting, rating and file documentation guidelines/objectives

Underwriting Assistant Supervisor Resume Examples & Samples

  • Selects, develops and manages a talented team that supports the underwriters in achieving a balanced, profitable and quality book of business by performing various pre-underwriting activities, gathering data, identifying rates for coverage options, and entering information into databases
  • Partners with UW to direct the day to day activities of team by facilitating communication and establishing priorities, reviewing territory assignments, redirecting work when needed and assisting others with resolving problems in order to make improvements in the work or meet established operations service standard (e.g., Operational objectives, Billing instructions, Policy Writing Instructions, endorsements, submission clearance, etc.). Elevates issues as needed through Tier huddles and problems solving
  • Maintain compliance regulatory requirements as well as internal policies, procedures and processing with all standards through process confirmations, regular reporting and follow up as appropriate; works with the Underwriting Management to ensure underwriting files are documented, follow filing protocol and maintain accurate account history
  • Responsible for the acquisition, retention and development of Underwriting Assistant talent. Formally manages, guides and mentors Underwriting Assistants to improve technical and behavioral capabilities. Fosters a collaborative team environment that is conducive to continuous improvement and root cause problem solving activities
  • Accountable for hiring, training, directing and supervising staff
  • Uses the objective setting and performance evaluation processes to ensure employees understand the expectations, receive regular feedback/coaching, and are appropriately rewarded
  • Deals decisively with performance and/or conduct issues using the performance management process
  • Ensures that high potential employees are challenged and developed
  • Bachelor's degree or equivalent experience and experience supporting a commercial lines underwriting operation
  • Intermediate knowledge of property and or casualty insurance coverage, risk analysis/selection, risk assessment, rating procedures, rating plans and systems/workflow, pricing and MS Excel/Word
  • In-depth knowledge of commercial lines underwriting products and processes
  • Ability to get work done through others (delegate), communicate effectively (including listening, writing clearly, giving constructive feedback, etc.), get support from above, plan/organize work, analyze and solve problems, focus on the larger picture
  • Partners with Underwriting to direct the day to day activities of team by facilitating communication and establishing priorities, reviewing territory assignments, redirecting work when needed and assisting others with resolving problems in order to make improvements in the work or meet established operations service standard (e.g., Operational objectives, Billing instructions, Policy Writing Instructions, endorsements, submission clearance, etc.). Elevates issues as needed through Tier huddles and problems solving
  • Bachelor’s Degree or equivalent experience and experience supporting Commercial Lines Underwriting operations
  • Ability to get work done through others (delegate), communicate effectively (including listening, writing clearly, giving constructive feedback, etc.), get support from above, plan/organize work, analyze and solve problems, and ability to focus on the larger picture
  • Review Home Inspections completed by Inspection Vendors
  • Send recommendation letters to agents and/or customers detailing homeowner hazards, remedies, and insurance-to-value concerns
  • May occasionally receive phone calls forms agents and/or customers with questions about home inspections
  • Work on special projects related to home inspections and other underwriting needs

Underwriting Assistant / Associate Resume Examples & Samples

  • Gather data and compile reports needed to enhance the effectiveness of the marketing and underwriting functions
  • Provide the team with reports containing the key performance metrics needed to support decision making with regard to profitability and cost containment
  • Create reports containing data necessary to analyze cost drivers impacting product performance
  • Enter, review, and maintain accurate records of new applications, policies, renewals, cancellations, and reinstatements
  • Handle inquiries and requests from agents and policyholders
  • Assist in the evaluation and monitoring of loss potential/control
  • Assist in the development and monitoring of premium rates
  • Issue endorsements as needed
  • Demonstrates accuracy, attention to details, and thoroughness
  • Works effectively in a fast-paced environment while providing a high level of customer service
  • Ability to meet designated deadlines and commit to additional hours of work when necessary to reach goals or meet deadlines
  • Ability to work independently and multi-task
  • Demonstrates excellent organizational, verbal, and written communication skills
  • Treats records and documents of a sensitive / confidential nature with care
  • Strong administrative skills required, along with the ability to exercise discretion and good judgment
  • Maintains monthly activity log and clears accounts for underwriters' review
  • Processes policies, endorsements, audits, premium invoices and other documents in a timely and accurate manner
  • Enters new business and renewal submissions into agency management system
  • Creates files, conducts filing and ensures pulling and purging of files
  • Sorts and collates incoming faxes and emails, opens mail, sends outgoing mail
  • Answers telephone and route calls to others; operates fax machines and copiers
  • Responds effectively to inquiries, under the direction of an underwriter, within designated level of authority
  • Orders office supplies and provides clerical support to the Underwriting Department
  • Engages in optimal and appropriate usage of applicable agency management systems
  • Other duties as assigned
  • 0 - 2 years related work experience; knowledge of insurance industry preferred

Related Job Titles

sample resume for underwriting assistant

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Assistant Underwriter Resume Examples: Proven To Get You Hired In 2024

Hiring Manager for Assistant Underwriter  Roles

Assistant Underwriter Resume Template

Download in google doc, word or pdf for free. designed to pass resume screening software in 2022., assistant underwriter resume sample.

As an entry-level job position, an assistant underwriter does not require a finance degree. But as with all underwriter positions, a strong analytical mind is a requirement in this profession. Your job as an assistant underwriter is to work alongside managers and underwriters to create portfolios by collecting information and doing basic data-entry tasks. To make a great assistant, you should have administrative support skills as well as a resume that highlights your experience as an assistant in relevant fields. Here’s an example of an assistant underwriter's resume template.

This resume is displaying an assistant underwriter's template that can be used as inspiration for good resumes.

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Recruiter Insight: Why this resume works in 2022

Tips to help you write your assistant underwriter resume in 2024,    mention your assistant underwriter's strengths.

It is advisable to highlight your strengths in assisting in your resume if you don't have a lot of experience to your name. These can involve highlighting your capacity for multitasking or communication as well as your sense of teamwork.

Mention your assistant underwriter's strengths - Assistant Underwriter  Resume

   Highlight your regard for sensitive information.

In your personal or professional life, if you work as an underwriter assistant, you will be trusted with sensitive information that should not be shared. Recruiters will be interested in reading about your prior knowledge of and aptitude for handling sensitive material!

  • Assistant Underwriter Resume Tips

We spoke with hiring managers at top insurance companies like Allstate, Geico, and Nationwide to understand what they look for in Assistant Underwriter resumes. They shared insider tips on how to make your resume stand out and increase your chances of getting hired. Here are some key things they recommended:

   Highlight your insurance industry knowledge

Employers want to see that you have a strong understanding of the insurance industry and the specific products they offer. Make sure to:

  • Mention relevant coursework, certifications, or training in insurance (e.g. 'Completed CPCU 520 - Insurance Operations')
  • Use industry terminology like 'risk assessment', 'loss runs', 'rating factors', 'underwriting guidelines'
  • Describe your knowledge of different types of insurance (auto, home, life, commercial, etc.)

Avoid simply listing 'insurance' as a skill without any specifics or context.

   Quantify your impact and results

Insurance companies like to see concrete numbers showing the impact you've had in past roles. Instead of this:

  • Reviewed insurance applications and made underwriting decisions

Quantify your results like this:

  • Underwrote 50+ applications per week while maintaining 95% quote accuracy
  • Analyzed risk factors to approve policies with annual premiums totaling $2M

   Show progression and increased responsibility

Hiring managers want candidates who have grown and advanced in their insurance career. Highlight how you've taken on more responsibility over time:

  • Promoted to Senior Underwriter after 2 years, managing a team of 5 Junior Underwriters
  • Trained and mentored 3 new hires, improving their quote accuracy by 20%

If you're an entry-level candidate, you can still show progression through advancing education, relevant projects, or leadership in school or volunteer roles.

   Tailor your skills to the specific role

While Assistant Underwriter roles have many similarities, the exact skills and qualifications can vary between companies and specialties. Research the specific position and company, then emphasize the most relevant skills from the job description.

For example, an auto insurance underwriter may highlight:

  • Knowledge of auto insurance rating factors like driving record, vehicle type, and garaging location

While a life insurance underwriter would focus on:

  • Reviewing medical records and assessing mortality risk based on age, health conditions, occupation

   Emphasize analytical and decision-making skills

Underwriting requires strong analytical thinking to assess risk, as well as decisiveness to make policy decisions. Throughout your resume, include examples of:

  • Analyzing data and risk factors to determine eligibility and premiums
  • Making sound underwriting decisions in a fast-paced environment
  • Applying complex underwriting guidelines to unique situations
Skilled in analyzing large datasets to identify risk trends and make data-driven underwriting decisions. Collaborated with actuarial team to refine rating models, reducing loss ratio by 5%.

   Include insurance technology and software

Technology plays an increasingly large role in underwriting. Employers want to see proficiency with the software and tools used in the industry:

  • Applied Epic, Duck Creek, or other agency management systems
  • Xactimate or similar property estimating software
  • Catastrophe risk modeling tools like RMS or AIR
  • Microsoft Excel for data analysis and reporting

Even if you don't have direct experience with a company's exact software stack, listing similar tools can still be helpful. Just be honest about your level of proficiency.

Skills For Assistant Underwriter Resumes

Here are examples of popular skills from Assistant Underwriter job descriptions that you can include on your resume.

  • Risk Management
  • Reinsurance
  • Health Workforce
  • Employee Benefits Design
  • Fixed Annuities
  • Medical Underwriting
  • Financial Services
  • Retirement Planning
  • Health Insurance

Skills Word Cloud For Assistant Underwriter Resumes

This word cloud highlights the important keywords that appear on Assistant Underwriter job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.

Top Assistant Underwriter  Skills and Keywords to Include On Your Resume

How to use these skills?

Similar resume templates, financial controller.

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Underwriter

Commercial underwriter resume emphasizing analytical skills and software proficiency.

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Resume Guide: Detailed Insights From Recruiters

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Assistant Underwriter Resumes

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sample resume for underwriting assistant

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COMMENTS

  1. Underwriting Assistant Resume Sample

    Demonstrates strong multi-tasking ability and critical thinking skills. Proven excellent listening, verbal and written communication skills. Proven organizational, prioritization and multi-tasking skills. Strong interpersonal skills in order to work effectively and professionally with diverse groups. Create an Underwriting Assistant Resume.

  2. Underwriting Assistant Resume Examples & Samples for 2024

    Common qualifications listed on an Underwriting Assistant resume include insurance industry familiarity, communication and networking skills, attention to details, computer competencies, and teamwork. Eligible resume samples make display of at least a high school diploma or an Associate's Degree in a field such as business or finance.

  3. Underwriting Assistant Resume Samples

    The Guide To Resume Tailoring. Guide the recruiter to the conclusion that you are the best candidate for the underwriting assistant job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

  4. Assistant Underwriter Resume Examples for 2024

    Assistant Underwriter Resume Tips. We spoke with hiring managers at top insurance companies like Allstate, Geico, and Nationwide to understand what they look for in Assistant Underwriter resumes. They shared insider tips on how to make your resume stand out and increase your chances of getting hired. Here are some key things they recommended:

  5. Professional Underwriting Assistant Resume Examples

    Professional Summary. Detail-oriented and articulate Underwriting Assistant with 8 years career experience in administrative and insurance underwriting environments. Highly adept in production and loss analysis product and service promotion and cold calling and lead generation. Possesses strong work ethic and excellent time management and ...