The Underwriting Operations Assistant supports the new business underwriting process by preparing submissions, performing rating activities, validating data, and maintaining workflow accuracy. This entry-level developmental role ensures submissions are complete, accurately documented, and ready for underwriting review.
Responsibilities
- Review new business for completeness, accuracy, and readiness for underwriting review.
- Use AI-enabled tools and source documentation to validate submission information, rating inputs, supporting data, and AI-generated outputs; correct inaccuracies and document discrepancies, overrides, or feedback according to established procedures.
- Ensure accurate and timely rating, booking, issuance, and policy or endorsement production by entering and validating data based on underwriting instructions and established guidelines.
- Manage assigned workflows and maintain accurate files, documentation, and workflow records while meeting service, quality, and turnaround expectations.
- Provide timely and professional service by obtaining information needed to complete transactions and responding to questions related to policy status, billing, or transaction processing.
- Communicate with Underwriting, Underwriting Services, IT and billing staff to coordinate work, resolve questions, escalate exceptions, and support timely transaction completion.
- Support process improvement and system application testing by identifying opportunities to improve rating accuracy, AI workflows, data quality, and submission readiness from initial review through deployment.
- Build knowledge of underwriting, insurance operations, company products, AI-enabled tools, and workflow systems through training and daily work.
- May perform other functions as assigned.