[Hiring] Underwriting Assistant @Ck Specialty Insurance Associates, Inc

Role Description

We’re looking for a detail-oriented professional to join our team as an Underwriting Assistant. This role focuses on supporting underwriting operations. The ideal candidate enjoys working with data, maintaining accurate records, supporting underwriters, and assisting with tools like Levitate for relationship management.

• Collaborate closely with the Underwriting team to ensure timely, accurate, and complete submission of documentation.
• Review incoming submissions for completeness and proactively resolve gaps before underwriter review.
• Input and update data within quoting systems and underwriting platforms to support efficient turnaround times.
• Serve as a liaison between brokers, clients, and underwriters to obtain missing details and clarify requirements.
• Maintain organized, up-to-date digital files and records to ensure compliance and accessibility.
• Track submission and quote progress, providing regular status updates to the Underwriting team and management.
• Assist in underwriting review of files, preparing quotes, and submitting to underwriters for approval.
• Support process improvements and workflow efficiencies to enhance productivity.
• Manage renewal lists, including renewal evaluation, shopping, quoting and follow up.
• Provide feedback and contribute ideas for improving product sheets, marketing materials, and training resources.

Qualifications

• Proficient in documentation management and related systems.
• Highly organized with strong time-management skills.
• Detail-oriented with the ability to prioritize and shift between tasks efficiently in a fast-paced environment.
• Positive attitude and commitment to continuous growth and professional development.
• Comfortable handling a large workload and shifting focus as needed to meet deadlines.
• Proactive and self-motivated, able to take initiative to follow up and resolve issues.

Requirements

• 1-3 years of Underwriting experience.
• Experience with Levitate, Canva, or similar CRM, marketing, or design tools.

Benefits

• 401(k) retirement plan.
• Health, dental, and vision insurance.
• Generous Paid Time Off, Vacation, and Sick leave.
• Tuition reimbursement.
• Disability insurance.
• Remote work flexibility.
• Exposure to a dynamic and fast-growing company, offering long-term financial independence and career flexibility.