Underwriting Support Specialist
Insight Global
Insurance Underwriting Support Candidate profile notes: High school diploma or equivalent required; associate's degree preferred but not required. 1-3 years of experience in insurance operations, underwriting support, or a related administrative role (WC or commercial P&C preferred but not required). Strong attention to detail and organizational skills; comfortable managing high submission volumes. Working knowledge of standard insurance documentation (ACORD forms, loss runs, experience mods) is a plus. Will train motivated candidates without direct experience. Proficient in Excel and comfortable learning underwriting/CRM systems (e.g., Salesforce). Clear written communication for status updates and follow-up requests. Ability to work independently against a checklist while knowing when to escalate. Job Description Key Responsibilities: Review new and renewal WC submissions against a standard document checklist (e.g., loss runs, ACORD applications, payroll/class code breakdowns, experience mods, prior carrier declarations, NCCI/state rating data). Identify missing, incomplete, or expired documents and log them as open pending items. Track outstanding items through resolution, following up with internal partners (sales, service teams) or external sources as directed. Maintain accurate status notes in the underwriting system/Salesforce so pipeline status is always current. Flag inconsistencies between submitted documents (e.g., payroll figures that don't match across forms, NAICS/class code mismatches) for underwriter review. Identification only, not judgment calls on acceptability. Prioritize and triage submission queues by target effective date and aging of open items. Support SLA/turnaround-time tracking and produce basic status reporting for team leads. Escalate submissions with unusual complexity, red flags, or non-responsive partners to senior underwriting staff. Maintain familiarity with standard WC submission requirements across multiple states/jurisdictions.
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