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Underwriting Assistant - GL and Excess - Remote

Role overview

Qualifications

  • Strong expertise in surplus lines policy issuance and post-bind operations
  • High school diploma or GED required; college degree preferred; proficient with Microsoft Word, Excel, Outlook, and SharePoint
  • Exceptional attention to detail with strong organizational, multitasking, and problem-solving abilities; ability to review and interpret complex data; high level of accuracy
  • Excellent verbal and written communication; ability to collaborate with underwriters, assistants, and cross-functional teams; comfortable working in a fast-paced environment and meeting SLAs

Responsibilities

  • Provide pre-quote transaction support for underwriting, including validating data entry into underwriting workbooks and systems (auto classification, GL classification, schedule of underlying, losses) and assisting with documentation.
  • Manage bind and policy issuance workflow: review bind orders, draft policies, verify data accuracy, obtain underwriter approval, set up in electronic document management system, and book premiums.
  • Post-bind processing and reporting: issue approved policies, report data to third-party agencies (e.g., Workers' Compensation bureaus, DMV), process endorsements, cancellations, reinstatements, and resolve agency criticisms.
  • Collaborate cross-functionally to streamline processes, assist with special projects, and ensure compliance with company standards while meeting SLAs.

Other skills

  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • Detail Oriented
  • Organizational Skills
  • Mathematics
  • Multitasking
  • Problem Solving
  • Non-Verbal Communication
  • Collaboration
  • Teamwork
  • Customer Service
  • Time Management
  • Adaptability

About the company

Crum & Forster logo

Crum & Forster

Insurance

Crum & Forster (C&F) is a leading national property & casualty insurance company with a large, diversified specialty platform. We protect businesses and organizations from the unpredictable nature of risk, giving them the confidence to take on new challenges and flourish in today’s increasingly complex and uncertain world. C&F is client-focused, creative, and flexible in delivering customized products and services. Crum & Forster (C&F), with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. Approaching $4 billion in written premium as of 2021, C&F enjoys a financial strength rating of “A” (Excellent) by A.M. Best. C&F is proud of its superior customer service platform and its claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people – 2500+ employees, and growing, in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning workplace and wellness awards. C&F is part of Fairfax Financial Holdings, a global organization with $23.8 billion in revenue as of 2021. For more information about Crum & Forster, please visit our website: www.cfins.com. Affiliated Companies: Seneca Insurance Company The Redwoods Group Travel Insured International Crum & Forster Pet Insurance Group

Company details

Company typeLarge
IndustryInsurance
Company size1001 - 5000

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Job description

Crum & Forster Company Overview:

Crum & Forster (C&F), with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.

 

Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2025 Great Place to Work® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.

 

C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster, please visit our website: www.cfins.com.

Job Description:

The S&S Operations Underwriting Assistant will support the business strategies and activities of the underwriting departments at the Manager’s directive.

 

What you will do for C&F:

 

Provide underwriting with pre-quote transaction support, including but not limited to:

  • Validate data entry into underwriting workbooks and systems, such as auto classification, GL classification, schedule of underlying, and losses.
  • Assist in the verification of proper documentation regarding coverage and limits prior to completing transactions.
  • Communicate, as needed, with producers to obtain information required to complete transactions.

 

Assume responsibility for completion of the transaction after underwriting binds an account, including but not limited to:

  • Review and process bind orders, ensuring all required information is complete and accurate prior to policy issuance.
  • Utilize various internal systems to complete policy drafting, verify data accuracy of drafted policy, approve policy drafts within authority, set-up within our internal electronic document management system, and follow-up for underwriter approval for accounts outside authority.
  • Complete booking of premium within appropriate system, and confirm premium posted properly.
  • Issue approved policies, perform review of underlying policies, report policy data to third party reporting agencies such as the Workers Compensation bureaus and the Department of Motor Vehicles, and resolve criticisms from those reporting agencies in a timely manner.
  • Process post-bind transactions, including subjectivity and inspection follow-up, endorsements, cancellations, and reinstatements.

 

Contribute to the Crum & Forster team environment and continuous improvement philosophy:

  • Communicate and collaborate with other departments within the corporation to answer policy questions, resolve issues, and identify ways to streamline processes.
  • Assist with special projects, upon request.
  • Performs all other duties and special projects as assigned

 

What you will bring to C&F:

 

    • Strong expertise in surplus lines policy issuance and post-bind operations
    • High school diploma/GED required, College degree preferred.
    • Exceptional attention to detail, organizational skills and ability to take initiative.
    • Solid computer skills including Word, Excel: E-mail & Internet Based Technology.
    • Excellent math and data analysis skills; comfortable interpreting and manipulating report data.
    • Ability to work in a fast-paced environment and move quickly from one project to another.
    • Ability to review and interpret complex data. Strong problem-solving skills to identify discrepancies and resolve issues.
    • High level of accuracy in reviewing documents, entering data, and processing of transactions.  Ensuring all information is complete, correct, and compliant with company standards.
    • Excellent verbal and written communication skills. This includes asking clarifying questions, and providing updates.
    • Collaborating with underwriters, other assistants, and cross-functional teams to achieve departmental goals.  Willingness to share information, support teammates, and contribute to a positive and productive work environment.
    • Provides quality and timely service to internal and external customers.
    • Proficient in Microsoft Word, Excel, Outlook, and SharePoint, as well as other internet-based technologies required by the role.
    • Exceptional attention to detail, ability to multi-task, and work in a fast-paced environment to meet SLAs. 

 

What C&F will bring to you:
  • Competitive compensation package
  • Generous 401K employer match
  • Employee Stock Purchase plan with employer matching
  • Generous Paid Time Off
  • Excellent benefits that go beyond health, dental & vision. Our programs are focused on your whole family’s wellness, including your physical, mental and financial wellbeing
  • A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
  • A dynamic, ambitious, fun and exciting work environment
  • We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program that lets you participate and support your community

 

 

At C&F you will BELONG

 

If you require special accommodations, please let us know. We value inclusivity and diversity. We are committed to equal employment opportunity and welcome everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you require special accommodations, please let us know

 

 For California Residents Only:  Information collected and processed as part of your career profile and any job applications you choose to submit are subject to our privacy notices and policies, visit https://www.cfins.com/onlineprivacypolicy/ca/noticeatcollection/  for more information.

 

Crum & Forster is committed to ensuring a workplace free from discriminatory pay disparities and complying with applicable pay equity laws.  Salary ranges are available for all positions at this location, taking into account roles with a comparable level of responsibility and impact in the relevant labor market and these salary ranges are regularly reviewed and adjusted in accordance with prevailing market conditions. The annualized base pay for the advertised position, located in the specified area, ranges from a minimum of $36,000.00 to a maximum of $67,800.00. The actual compensation is determined by various factors, including but not limited to the market pay for the jobs at each level, the responsibilities and skills required for each job, and the employee’s contribution (performance) in that role. To be considered within market range, a salary is at or above the minimum of the range. You may also have the opportunity to participate in discretionary equity (stock) based compensation and/or performance-based variable pay programs.

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
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