Underwriting Assistant,

AXA XL recently established a new global Mergers & Acquisitions Insurance division focusing on the underwriting of transactional risk insurance solutions for private equity firms and corporates operating around the globe. These products, namely representation and warranty, tax opinion, tax credit and contingent liability insurance are now being used more regularly by buyers and sellers and their advisors to quantify, price and allocate risk. In establishing this business division, AXA XL is expanding its suite of products to key clients while creating a more efficient means for them to close deals and reduce uncertainty. Our rapidly growing Mergers & Acquisitions unit is looking to fill an Underwriting Assistant position in the New York office to support its business functions. Responsibilities Monitoring deal submission flow and collecting account and ensured information for risk analysis by communicating directly with Brokers on behalf of the Underwriters. Analyzing submission materials and informational reports to glean anecdotal information for Underwriting (e.g., summarizing target company industry, parties to the transaction, limit/retention requests, broker, etc.) and preparing daily submission review schedule for use by Underwriting team. Creating and maintaining M&A group share drive; including creating dedicated electronic files for all deal accounts, filing all related transaction documents, following up with Brokers and Underwriters for outstanding items and ensuring filing compliance as required for Sarbanes Oxley and Internal Audit Guidelines. Liaising with Underwriters, Brokers and clients as needed to communicate account status and complete outstanding subjectivities. Tracking all submissions received from Brokers and inputting transaction data (e.g. parties, deal size, limits, retention, broker, due dates, etc…) on a weekly basis into M&A Group tracking database. Performing pre-analysis support for new submissions, endorsements, and other incoming documents based upon predefined underwriting rules and/or guidelines. Ensuring completeness of contents of underwriting package prior to handover to the Underwriter for risk analysis/risk selection process. Identifying, routing and assisting with the execution of all Non-Disclosure Agreement and Non-Reliance Letter requests received from Brokers. Managing all OFAC inquiries on transaction parties, target companies and potential insureds. Working with underwriters confirming policy issuance instructions for proprietary and manuscript policies, endorsements, forms, notices, etc. coupled with communicating these instructions to the coding and issuance unit. Effectively dealing with accounts having a variety of intricate parts and accurately compiling finalized policies to ensure they are complete and issued in a timely and efficient manner. Preliminary data entry for rating throughout the analysis, quote and bind stages of an account cycle – includes use of proprietary rating tools. Ensuring billing invoices are accurately prepared and sent to Brokers and assisting with Account Receivable collections when required. Generating Broker and Reinsurer correspondence in electronic format (i.e., e-mail, eFax) related to transaction processing and informational follow up requests using free-form letters, predefined or approved templates. Assuming a leadership role as it relates to application of processes and procedures associated with the position’s responsibilities. You will report to the Head of Underwriting Operations. Qualifications Bachelor degree and/or some to moderate commercial insurance experience; or equivalent combination of education and experience. Proficiency in Microsoft Office applications: Word, Outlook, Excel, Adobe Standard or similar PDF conversion tools required. Basic mathematical aptitude and ability to perform mathematical and algebraic functions. Knowledge of all applicable rating and policy issuance systems. Customer Service experience: High dedication to clients, team and vendor relations, evidencing professionalism and diplomacy in all situations. Robust communication and interpersonal skills: Excellent verbal and written communication, collaboration, presentation and influencing skills with the ability to communicate effectively with all internal and external stakeholders. Proven organizational and problem solving skills, prioritization and time management skills with accurate results. Knowledge of commercial insurance policy forms and regulatory requirements. Knowledge of underwriting principles, underwriting information, policy coverages and key endorsements. Basic understanding of financial concepts, terminology and ability to read financial statements a plus. About AXA XL AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid‑sized companies, multinationals and even some inspirational individuals we don’t just provide re/insurance, we reinvent it. By combining a comprehensive and efficient capital platform, data‑driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business – property, casualty, professional, financial lines and specialty. With an innovative and flexible approach to risk solutions, we partner with those who move the world forward. Inclusion & Diversity Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe. Robust support for Flexible Working Arrangements. Enhanced family‑friendly leave benefits. Named to the Diversity Best Practices Index. Signatory to the UK Women in Finance Charter. Total Rewards AXA XL’s Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do. We’re committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence. Sustainability Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems – the foundation of a sustainable planet and society – are essential to our future. We’re committed to protecting and restoring nature – from mangrove forests to the bees in our backyard – by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans. Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We’re building a net zero strategy, developing insurance products and services, and mobilizing advanced thought leadership and investment in societal‑led solutions. Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We’re training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting. AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL’s “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day – the Global Day of Giving. Additional Information Applicants for this role must be legally authorized to work in the United States without sponsorship now or in the future. The U.S. base salary range for this position is USD 54,500 - 90,500. Actual pay will be determined based upon the individual’s skills, experience and location. We strive for market alignment and internal equity with our colleagues’ pay. At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues’ development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL’s benefits offerings, please visit US Benefits at a Glance 2026. AXA XL is an Equal Opportunity Employer. #J-18808-Ljbffr AXA XL