Underwriting Assistant

About the Role

Join Amwins Self-Funded, LLC., as an Underwriting Assistant. This foundational role provides essential support to the underwriting team by coordinating proposal materials, organizing data, and maintaining accurate documentation throughout the sales and renewal process. Designed as a learning and development position, it offers hands-on exposure to underwriting, building the skills and knowledge needed to grow into a full Underwriter role. This is an in-office position with the flexibility to work from home up to 2 days a week after training completion.

Why Choose Amwins?

At Amwins, we value our team members and offer a range of benefits:

• Flexibility: Enjoy a hybrid work environment with flexible scheduling.
• Comprehensive Benefits: Access a competitive package from day one, including generous Paid Time Off (PTO) and paid holidays.
• Continual Learning: Thrive in a collaborative, education-focused environment.
• Annual Bonus Program: Earn rewards after your first year.

Learn more at amwins.com/benefits.

Responsibilities

• Support: Assist underwriters in preparing RFP responses, renewal packets, and proposals for new business and existing clients.
• Review: Examine incoming prospects and renewal data for completeness and accuracy before submission to stop-loss markets.
• Analyze: Assist with network analyses, utilization summaries, and quote spreadsheet preparation.
• Organize: Maintain organized files of historical client and proposal data for business analysis and reference.
• Communication: Interact internally with brokers, third-party administrators, and carrier partners as directed by the underwriting team.
• Track: Monitor and follow up on outstanding submissions and renewal responses.
• Administration: Provide general administrative and data support to ensure deadlines are met and deliverables are accurate.
• Participate: Engage in training, team meetings, and workflow improvement initiatives to develop technical knowledge and business understanding.

Qualifications

• Education: A college degree or equivalent work experience is strongly preferred.
• Experience: Insurance and/or Underwriting experience is strongly preferred.
• Confidentiality: Ability to maintain a high level of professionalism and confidentiality.
• Customer Service Focused: Must be customer service oriented.
• Tech Proficiency: Strong proficiency with Microsoft Office products (Word, Excel, Outlook, PowerPoint).
• Technology & Adaptability: Comfortable working in evolving, technology-driven environments, including adopting new tools, systems, and AI-enabled workflows; able to adapt quickly as processes and responsibilities change.
• Prioritization: Proven ability to effectively manage time, prioritize workload, and meet deadlines in a fast-paced environment.
• Teamwork: Strong ability to work cooperatively and jointly with various staff members.
• Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties.
• Attention to Detail: A sense of urgency and attention to detail are necessities.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.