TEMP_NEO_Underwriting Assistant

Underwriting Assistant

Client is seeking a detail-oriented Underwriting Assistant to support underwriting operations through policy processing, administrative underwriting tasks, and email triage. The Underwriting Assistant works closely with underwriting teams to ensure accurate, timely processing of policies while adhering to established guidelines and procedures. This role includes comprehensive training, quality review, and the opportunity to gain additional authority as experience and proficiency increase.

Key Responsibilities:

• Perform entry-level underwriting support tasks, including policy binds, endorsements, cancellations
• Process work through a queue-based workflow, ensuring deadlines and service standards are met
• Triage, review, and route incoming emails within a shared Outlook inbox
• Accurately enter, update, and validate policy and underwriting information
• Follow documented underwriting procedures and compliance standards
• Participate in side-by-side training, followed by ongoing quality review
• Gradually take on expanded responsibility as underwriting authority is earned
• Collaborate with underwriting and operations teams to support daily business needs

Must Have Skills:

• Insurance or underwriting support experience (insurance industry background strongly preferred)
• Experience working in a production or queue-based environment
• Strong analytical mindset with attention to detail
• Ability to triage, prioritize, and route work effectively
• Comfortable following defined processes and procedures
• Ability to work independently after training while still accepting feedback
• HS Diploma required
• Proficiency in Microsoft Outlook; basic working knowledge of Microsoft Excel

Preferred Qualifications:

• Familiarity with the insurance policy lifecycle (binds, endorsements, cancellations)
• Prior support experience in underwriting, policy administration, or insurance servicing
• Experience working from queues or shared inboxes
• Interest in pursuing a long-term career in insurance underwriting or operations

Soft Skills & Team Fit:

• Self-sufficient and accountable once trained; dependable with strong ownership
• Collaborative in a diverse, team-oriented environment
• Comfortable receiving feedback and working in a structured review process
• Professional, organized, and coachable