Job Description
Underwriting Assistant
Department: Cyber
Employment Type: Permanent - Full Time
Location: US - California
Reporting To: Jess Olson
Compensation: $71,000 - $85,000 / year
Description
This is a fast-paced, hands-on role where you’ll be involved in the full lifecycle of account handling - from submission through to policy administration and renewals. You’ll act as a central coordination point across underwriting, operations, and finance, ensuring everything runs smoothly and efficiently.
Key Responsibilities
Your responsibilities will include:
- Logging new business submissions and referrals, ensuring risks are accurately recorded and allocated
- Supporting the tracking of quotes, binds, and follow-ups to help drive timely responses to brokers
- Managing renewal activity, including monitoring upcoming renewals and outstanding accounts
- Maintaining team trackers and spreadsheets to ensure data is up to date and accessible
- Processing policy servicing tasks such as mid-term adjustments, cancellations, and broker of record letters
- Onboarding broker contacts and granting access to internal platforms
- Supporting finance with follow-ups on outstanding premium payments
- Issing notices such as cancellations and conditional non-renewals
- Ensuring underwriting files meet internal quality, compliance, and audit standards
- Supporting audit preparation and working closely with compliance where required
- Contributing to process improvements that enhance efficiency, accuracy, and broker experience
