Underwriting Assistant - Energy

Underwriting Assistant | Energy Casualty, General Casualty & E&S Property | Boston, MA (Hybrid)

Role Snapshot

• Title: Underwriting Assistant
• Location: Boston, MA| Hybrid (4 days/week in office)
• Business Lines Supported: Energy Casualty, General Casualty, and Excess & Surplus (E&S) Property
• Core Mission: Provide underwriting and administrative support to ensure accurate, timely quote-to-bind-to-issuance execution
• Primary Responsibilities: Submission intake, data validation, quote/binder/policy/endorsement processing, broker correspondence, transaction quality control
• Experience Level: 3–5+ years insurance industry experience
• Key Skills: Accuracy, process discipline, communication, client service, teamwork, and underwriting support capability

Position Summary

We are seeking an Underwriting Assistant to provide underwriting and administrative support for assigned accounts across Energy Casualty, General Casualty, and Excess & Surplus Property lines. This role supports underwriters throughout the policy lifecycle, including account setup, quote and binder processing, policy and endorsement issuance, and broker communications.

The ideal candidate is detail-oriented, process-driven, and comfortable working in a fast-paced underwriting environment where accuracy, responsiveness, and service quality are essential.

Key Responsibilities

Underwriting & Submission Support

• Partner with assigned Underwriters to review account submission data and identify missing or incomplete information.
• Coordinate with broker partners to obtain required documentation and details needed for processing.
• Support account setup activities and ensure submissions are organized for underwriting review.

Quote-to-Bind-to-Issue Processing

• Work in tandem with Underwriting to confirm issuance instructions for quotes, binders, policies, endorsements, notices, and related documents.
• Execute coding and issuance tasks accurately and within service timelines.
• Assist underwriters with day-to-day processing tasks to keep workflow moving efficiently.

Data Entry, Quality Control & Systems Accuracy

• Perform data entry and policy transaction updates in internal systems according to defined standards.
• Conduct quality control checks to ensure completeness, accuracy, and timeliness of records and issued documents.
• Help maintain clean, reliable policy data and transaction documentation for audit and reporting readiness.

Broker & Stakeholder Communication

• Generate and send broker correspondence electronically (email), including transaction updates and follow-up requests.
• Provide professional, service-oriented support to external broker partners and internal underwriting teams.
• Escalate issues appropriately when requirements, timelines, or documentation standards are at risk.

Operational Support

• Perform ad hoc operational duties to support underwriting teams and maintain business continuity during peak volumes.
• Contribute to process consistency and continuous improvement in underwriting support workflows.

Required Qualifications

• 3–5+ years of insurance industry experience (required).
• Demonstrated ability to work accurately in high-volume, deadline-driven environments.
• Strong attention to detail and commitment to data quality.
• Effective communication skills and a client-service mindset for broker-facing interactions.
• Ability to work collaboratively as part of a team.
• Self-motivated with interest in growing underwriting knowledge and skills.
• Degree-level qualification required.

Preferred Qualifications

• Experience supporting casualty and/or E&S property underwriting workflows.
• Familiarity with insurance policy administration systems and transaction processing standards.
• Exposure to policy issuance, endorsements, and broker communication protocols.

Core Competencies

• Transaction accuracy and process discipline
• Strong organizational and follow-through skills
• Team collaboration and responsiveness
• Professional communication with internal/external stakeholders
• Operational reliability in fast-paced underwriting environments

What Success Looks Like (First 90 Days)

• Consistently accurate processing of quotes, binders, policies, and endorsements.
• Strong partnership with underwriters and brokers, with timely follow-up on missing submission requirements.
• High-quality data entry and QC performance aligned to internal SLAs and standards.
• Positive contribution to team throughput, service quality, and operational efficiency.

How to Apply

Apply through this posting. Qualified candidates will be contacted regarding next steps.

File Under

Underwriting Assistant Boston MA; Hybrid Underwriting Assistant job Boston; insurance underwriting support role; policy issuance and endorsement processing; casualty underwriting assistant; E&S property underwriting assistant; broker submission processing; insurance data entry quality control.