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Underwriter Assistant

  • Location: Richmond, VA
  • Type: Q Temps
  • Job #19996

Insurance company located in Richmond, VA  is seeking a temp to hire Assistant Underwriter – in office. 

Skills needed:

  • Ability to multitask with exceptional organizational and prioritization skills
  • Show a sense of urgency/ time sensitivity
  • Time management skill  ability to fully execute and complete a task with accuracy
  • Strong work ethic
  • Good attention to detail
  • An ability to establish, maintain and update files
  • Ability to analyze data/ identify discrepancies / solve problems
  • Track workflow / Follow up on action items
  • Knowledge of excel
  • Displays a willingness to learn and adhere to established workflows/procedures
  • Demonstrate Initiative  (take charge, assess the task and initiate the process)
  • Communication skills (with the underwriters, brokers)

Tasks in this position:

  • Submission –  clear new submissions and set-up file
    • read through the submission, enter data, assign UW, clear through Agent Portal, enter on Excel tracking sheet, understand data that is needed
    • Communication with UW when they are going to be out of the office, knowing their backup and holding off on assigning submission between which effective dates.(not assigning a rush submission when they will be out)
  • Policy Review
    • Track life cycle of the policy from binding to issuance
    • Review Document Management Sysytem for subjectivities received/missing / follow up for needed subjectivities
    • Communicate with UW on needed information
    • Policy Generation, Identify forms and endorsements used in policy construction
    • Enter missing information in Risk Detail


  • Policy Issuance
      • Perform final review of policy (ensure policy is ready to be issued)
      • Generate Policy and Company Policy
      • Issue policy to broker
      • Issue Company policy to Carrier
      • Update Excel as policy issued


  • Endorsements
    • Take direction from the UW and be able to enter endorsement data into risk detail and process and generate endorsement.
    • Send endorsement to UW for review (if needed make corrections)
    • Understand what documentation is needed per endorsement request, check that we have it, communicate with the UW before issuing the endorsement
    • Sent Endorsement to Joe for final review (once approved by UW)
    • Money endorsements enter into excel
    • Invoice endorsement
    • Send Endorsement to Broker
    • Send Endorsement to Carrier
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