Job Seeker

Commercial Insurance Underwriting Assistant - Chicago or Birmingham

50,000 - 60,000

A large Risk Management Group in Chicago is looking to add an Underwriting Assistant to their team. The UA will assist the Underwriter (UW) in daily activities to evaluate account risks and exposures and maintain his/her book of business.


Assist assigned Underwriter (UW) with organization of account pipeline and pre-underwrite accounts which includes, but is not limited to, the following:

  • Account qualification and research
  • Creation of modeling request files
  • Forms review Completing risk assessments
  • Draft quotations, binders and endorsements
  • Assign policy numbers (including data entry)
  • Review all policy forms and endorsements prior to final issuance to the brokerage team
  • Keep track of any mistakes so that we can communicate/coach the issuance team as well as refine the process
  • Send policy correspondence to the Service team and Brokerage team
  • Review inspections when they come in
  • Send recommendations to the team if needed
  • Work with UW on accounts to learn the UW process
  • Prequalify accounts
  • Assess accounts according to UW guidelines
  • Develop relationships and build rapport with assigned brokers and their teams.
  • Listen to UW negotiate with brokers
  • Request information from brokers to prequalify accounts
  • Assist with special projects as needed


  • Bachelor's Degree
  • Ability to multitask and prioritize
  • Self-starter
  • Commercial Insurance knowledge a plus
Career Personnel
Montgomery: T 334-277-2460 | F 334-277-2464
Birmingham: T 205-874-9540
Give us a call
T 334-277-2460
F 334-277-2464
T 205-874-9540
F 205-874-9842


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