The Manager, Underwriting Services leads a team of Underwriter Assistants supporting both domestic and international underwriting. The role focuses on team development, process optimization, technology integration, and service quality—not direct underwriting. The Manager ensures that support functions align with underwriting standards and deliver consistent, high-quality service.
Team Leadership & Development
- Lead, mentor, and develop a team of Underwriter Assistants across both domestic and international support functions.
- Oversee onboarding to ensure alignment with underwriting standards, guidelines and best practices.
- Create and deliver training materials and resources to ensure ongoing and consistent, high-quality performance across the team. Provide continuous coaching and performance feedback to drive team growth and effectiveness.
Underwriting Knowledge & Authority
- Maintain a strong understanding of underwriting principles, guidelines, and risk assessment to guide team.
- Exercise a Letter of Authority for defined underwriting decisions and/or approvals.
- Partners with underwriters to ensure documentation, compliance and service quality expectations are met.
- Participate in underwriting audits and quality reviews to ensure support processes meet regulatory and internal standards.
Process Design & Optimization
- Collaborate with Underwriting leadership to design, document, and implement scalable workflows and processes.
- Identify opportunities for process improvement and automation, ensuring scalability and consistency across teams.
- Establish and monitor key performance indicators (KPIs) to measure productivity and service quality.
- AI System Integration & Change Management. Serve as a key stakeholder and change champion of AI system implementation.
- Partner closely with project leads, IT, and vendor teams to ensure the system aligns with the needs of both domestic and international underwriting support.
- Lead change management efforts including communication, training, and adoption strategies.
- Monitor system impact, gather feedback from users, and advocate for enhancements to optimize performance and usability.
Cross-Functional Collaboration
- Liaison with Underwriting, Operations, Technology, and other key stakeholders to integration of support services.
May perform other functions as assigned