Associate Underwriter

Associate Underwriter

The Associate Underwriter at Novatae Risk Group is a critical role within our Wholesale Insurance division, responsible for supporting the underwriting team in assessing, evaluating, and managing risks associated with insurance submissions. The Associate Underwriter will manage a substantial book of renewal business while also handling tasks associated with new and renewal accounts.

Key Responsibilities

• Review insurance applications, loss runs, financial statements, and supporting documentation
• Analyze risk characteristics and assist in underwriting decisions within established guidelines
• Prepare quotes, binders, endorsements, and policy documentation
• Support senior underwriters in managing renewals and new business submissions
• Maintain accurate underwriting files and documentation in agency management and underwriting systems
• Communicate with brokers, agents, and clients regarding underwriting requirements and policy information
• Monitor pending items, renewals, and follow-up activities to meet service standards
• Assist with portfolio analysis, reporting, and data entry
• Ensure compliance with company underwriting guidelines, regulatory standards, and internal procedures

Qualifications Education/Experience Requirements

• Bachelor's degree and / 13 years of insurance, underwriting, banking, finance, or related analytical experience
• Relevant insurance coursework, certifications, or internships are a plus
• Progress toward industry designations such as CPCU, AU, or ARM is preferred but not required

Technical Skills & Experience Required Technical Experience

• Proficiency with Microsoft Office Suite, especially:
• Excel (data analysis, formulas, pivot tables)
• Outlook
• Word
• Experience using:
• Underwriting platforms
• Policy administration systems
• CRM or agency management software
• Document management systems

Additional Skills

• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a deadline-driven environment
• High attention to detail and accuracy
• Strong organizational and time management skills

License/Certification Requirements

• Property and Casualty Insurance License