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Assistant Underwriter - Excess & Surplus

Role overview

Qualifications

  • Experience in underwriting support or insurance-related field
  • Strong communication skills
  • Detail-oriented with organizational abilities
  • Willingness to pursue professional development and certifications

Responsibilities

  • Support the Underwriter in managing new business, policy renewals, and transactions
  • Collect and evaluate information for risk assessment and decision-making
  • Ensure accurate rating, binding, and processing of policies and endorsements
  • Serve as the primary contact for agencies, responding to inquiries and requests

Key facts

Other skills

  • Leadership Development
  • Communication
  • Detail Oriented
  • Teamwork

About the company

Columbia Insurance Group logo

Columbia Insurance Group

Insurance

Knowing what your business needs is our business, too. Having the right insurance coverage will give you peace of mind because you’ll know we have your back. We’re all about relationships. To us, this business is personal. We’ve built strong relationships with agency partners who work with us to give you exceptional, personalized service. Please give your independent insurance agent a call to experience our unwavering commitment to service and fairness. We have a proud history beginning in 1874 with the mutual insurance movement in the Midwest. Today, our rich heritage can be seen across the country, as we have customers in 15 states.

Company details

Company typeSME
IndustryInsurance
Company size201 - 500

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Job description

Pay Philosophy 

The typical starting salary for this position is determined by a number of factors, including, but not limited to, acquired skills, experience, education, and certifications/designations. This position may be eligible for annual merit increases and participation in our bonus program.

 

Who we are and what we do?

At Columbia Insurance, we believe our people are the heart of our success and our greatest strength. With robust benefits, a fun, family like atmosphere, and a culture that thrives on real connections, Columbia truly is the place to be. Our vision is to lead the industry in people first partnerships. The best way to achieve that is by bringing together a team of skilled, passionate, and talented individuals.

 

Why us?

  • Medical, Dental, and Vision coverage

  • 401(k) and company match

  • Generous paid time off (PTO), paid company holidays, paid maternity/paternity leave, and supplemental sick leave

  • Family like culture

  • Year round wellness initiatives

  • Company sponsored events

  • Opportunities for professional development with conferences, events, and continued education

 

Company History

Our legacy has roots back to 1889 when we first became part of the mutual insurance movement in the Midwest. Today, our extensive heritage resonates nationwide, as we proudly serve customers in 14 states across the country.

 

BASIC FUNCTION AND RESPONSIBILITY

Supports the Underwriter in managing new business, policy renewals, and post-issuance transactions within a designated territory.

 

ESSENTIAL FUNCTIONS

  • Collect, confirm, evaluate, and request additional information from agency partners and other sources to provide support for Underwriter’s risk assessment and decision-making.

  • Ensure the efficient and accurate rating, binding, and processing of new and renewal policies, cancellations, and endorsements, adhering to quoted terms and conditions as well as company guidelines, established best practices, and within the specified scope of authority.

  • Conduct comprehensive renewal preparation activities, including the review of forthcoming renewals, updating relevant documentation, and collaborating with underwriters to request and monitor the progress of renewal submissions.

  • Serve as the primary contact for designated agencies within an assigned territory, promptly responding to inquiries about policies, endorsements, and other questions, while also forwarding relevant requests to the underwriter or appropriate staff to address the agency partner's needs that fall outside the Assistant Underwriter’s authority.

  • Ensure policy files are systematically maintained, audit file documentation is complete and accurate, and discrepancies or missing information are resolved through effective communication with agency partners or fellow employees.

  • Engage in continuous education and pursue professional development or relevant certifications that align with the requirements of the position.

  • Perform other duties as assigned

 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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