Underwriting/Brokerage Assistant

Position Overview

We are seeking a detail-oriented and self-motivated Brokerage/Underwriting Assistant to support our underwriting and brokerage teams. In this fast-paced role, you will assist in the placement of difficult-to-insure risks, evaluate insurance applications, prepare quotes, and ensure compliance with company policies and governmental regulations. This position offers significant career growth opportunities, including licensing, underwriting, and brokerage training, with the chance to build a book of business and earn residual commission income from anywhere in the world.

Key Responsibilities

• Underwriting & Brokerage Support
  • Assist in evaluating insurance applications and underwriting risks.
  • Prepare quotes by analyzing carrier underwriting guidelines and market acceptability.
  • Assist in pre-rating and selecting the correct policy language for insurance contracts.
  • Manage documentation and ensure compliance with underwriting and brokerage standards.
• Market & Client Interaction
  • Communicate with insurance carriers, markets, and retail insurance broker clients via email and phone.
  • Submit brokerage applications and follow up on required documentation to secure bindable quotes.
  • Collaborate with a team to support quoting for new business and renewals.
• Operational Support
  • Organize and maintain accurate documentation in internal systems.
  • Track and follow up on outstanding submissions and quotes.
  • Assist in streamlining processes to improve efficiency and service delivery.

Required Qualifications

• Proficient in computer applications and documentation management.
• Strong verbal and written communication skills.
• Excellent organizational and time-management abilities.
• Analytical and critical thinking skills with strong attention to detail.
• Ability to learn quickly and adapt to a fast-paced environment.
• Positive attitude and commitment to continuous growth and professional development.
• High school diploma required; college degree preferred but not mandatory.
• Minimum 1 year of experience in excess and surplus insurance.

Benefits & Perks

Career Growth & Advancement: This role provides a structured career path, including licensing and industry education to advance into an Underwriter or Broker position. You will also have the opportunity to build a book of business, develop a team, and earn residual commission income, offering long-term financial independence and career flexibility.

• 401(k) retirement plan
• Health, dental, and vision insurance
• Paid time off and parental leave
• Tuition reimbursement
• Disability insurance
• Remote work flexibility