Underwriting Operations Assistant

Underwriting Operations Assistant

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.

Qualifications

• Insurance, administrative, data entry, customer service, or other detail-intensive experience preferred.
• Comfort working with technology, AI-enabled tools, rating platforms, and workflow systems preferred.
• Ability to critically review AI-generated information, compare it with source documentation, and identify inaccuracies or unsupported conclusions.
• Ability to follow detailed rating procedures while recognizing when a situation requires escalation.
• Strong attention to detail, organization, and time management skills.
• Strong communication, critical thinking, and problem-solving abilities.
• Comfort adapting to evolving technology, processes, and system functionality.

Education

• High school diploma or equivalent

Additional Company Details

Important Outside Agency Notice: Only solicited resumes/candidate profiles that are submitted by a Berkley Preferred Agency Partner that have been requested by Berkley Internal Recruiting to engage in a particular search will be subject to the payment of Agency fees as defined in the formal agency agreement. Any unsolicited resumes/candidate profiles are not subject to payment of the agency fees. The company offers a competitive compensation plan and robust benefits package for full time regular employees including: Base Salary Range: $45k-$60k Eligible to participate in annual discretionary bonus Benefits include: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.