Description
Support underwriters by processing insurance applications, renewals, and policy changes; verify applicant data; prepare quotes and documentation; maintain underwriting and policy records; and coordinate with agents, brokers, and internal teams to ensure accurate, timely issuance in line with guidelines.
- • Intake and set up new submissions in underwriting systems.
- • Review applications and attachments for completeness and accuracy.
- • Obtain missing information from agents, brokers, or applicants.
- • Verify data such as names, addresses, values, exposures, and loss history.
- • Order and track loss runs, MVRs, credit checks, and inspection reports.
- • Perform preliminary risk screening against underwriting guidelines.
- • Rate accounts using approved rating tools and manuals.
- • Calculate premiums, fees, and taxes according to filed rates and rules.
- • Prepare quotes, proposals, and renewal terms for underwriter review.
- • Draft binders, quotations, endorsements, and declination letters for approval.
- • Issue policies, endorsements, and binders after authorization.
- • Process policy changes, cancellations, reinstatements, and nonrenewals.
- • Update underwriting files and policy records in databases.
- • Attach and index documents to electronic underwriting files.
- • Monitor and follow up on outstanding requirements and contingencies.
- • Communicate submission and policy status to agents and internal stakeholders.
- • Generate and distribute underwriting and production reports.
- • Reconcile premium changes and adjustments with accounting.
- • Ensure adherence to company guidelines, authority levels, and regulatory requirements.
- • Schedule and track property inspections and engineering surveys.
- • Prepare account summaries, rating worksheets, and checklists for decisions.
- • Triage and assign submissions and renewals per workflow priorities.
- • Maintain service-level timelines, diaries, and task queues.
- • Support audits, quality reviews, and file remediation activities.
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Last reviewed: Jan 2026
