Assistant underwriter


Job Description 

As the Assistant Underwriter, you are accountable for analyzing and reviewing documents to assure accuracy and timeliness. You must be detail oriented and be able to identify issues or deficiencies in our process to then make appropriate suggestions to address as you are responsible for the compliance and auditing. When issues arise you find creative solutions to resolve and ensure we have met all document commitments within a timely manner.

Ensure compliance with all carrier requirements, commitment and approval conditions, policies and procedures, using prudent closing practices and proper documentations

  • Reviews documents, including but not limited to: customer contact information, personal references, employment, loan terms, insurance policy information, among others

  • Work with all parties to resolve issues that arise during the closing process

  • Provide customer service and quality bookings and company profitability

  • Maintains a working knowledge of the legal environment (federal and state) applicable to  insurance; auto and life.

  • Perform any other work assigned by the company

  • Reviews pending claims, updates claims file, executes on outstanding items, and moves files to closure expediently. Ensures payments processed timely as needed or inputs payments within authority

  • Performs clerical duties, including data entry, filing paper documents, email, calendar management, and word processing

  • Retrieves, prints, faxes, or mails supporting documentation to partners or others as directed

  • Provides back-up for any support functions in the office

  • Receives, screens and routes incoming telephone calls and other electronic correspondence

  • Contacts or receives contact from customers or other claim related third parties to obtain and/or provide necessary file information to comply with quality and process standards

  • Generates and sends appropriate forms to insured/claimant for completion

  • Processes payments

  • Completes all necessary forms, logs documents into the system, and routes them to the appropriate parties

Skills and Qualifications:

  • A minimum of 1 year experience in a similar position (preferably in the auto insurance industry)

  • Bilingual in Spanish and English

  • Understanding of industry practices and standards

  • Detail oriented 

  • Strong conflict and resolution skills

  • Strong organization and facilitation skills

  • Able to multitask and meet deadlines

  • Proficient oral and written communication skills

  • Proficient use of various core systems, office and computer equipment and software 

  • Ability to identify deficiencies, implement plans to improve efficiency and processes


    • Competitive salary

    • Career growth

    • 100% paid health, vision, dental insurance

    • Vacation and Holidays

    • 401k

    • 50k paid life insurance