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Underwriting Assistant at Trean Corporation
Position Summary The Underwriting Assistant supports the underwriting team by managing administrative tasks and facilitating the pre-underwriting process. This role is essential in ensuring timely, informed underwriting decisions by assisting with submission intake, rating processes, and file preparation. The Underwriting Assistant works closely with agents and internal departments to ensure accuracy and compliance throughout the policy lifecycle. Key
Responsibilities
and Essential Functions Manage submission intake and track new business using Excel and Excel Online Review and clear new business submissions Enter submission data into the Policy Administration System to process rating worksheets Communicate with agents to obtain required or missing information Complete initial data entry on the Risk Analysis Worksheet (RAW) Assign submissions to appropriate underwriters with attention to detail Email policies and welcome kits to agents and policyholders Process loss run and experience modification worksheet requests Assist with preparation of renewal quotes Bind and issue policies in the Policy Administration System Process endorsements, including cancellations and reinstatements Deliver proposals and quotes within established timeframes Respond to internal compliance inquiries and external requests from agents, brokers, and policyholders Participate in training, workshops, and conventions to stay current on workers’
Compensation
rules, regulations, and underwriting practices Use resources such as IRMI and the NCCI website to enhance underwriting knowledge Perform additional tasks and special projects as assigned ATS provider: Paylocity. Salary: USD.