Job Description Template for:

Underwriting Assistant

Years of experience: 0 - 2 years
Education:
  • Bachelor's Degree, business administration or related field.
Responsibilities:
  • Study insurance proposals.
  • Gather and assess background information, including reports and medical records from specialists where appropriate, in order to effectively assess the risk involved.
  • Calculate possible risk and decide how much individuals or organisations should pay for insurance (the premium).
  • Visit brokers or potential customers and prepare quotes.
  • Liaise with specialists, such as surveyors or doctors, for risk assessment, and develop good working relationships with brokers.
  • Write policies and help with policy wording.
  • Keep detailed and accurate records of policies underwritten and decisions made.
  • Ensure that premiums are competitive and that accounts remain profitable.
Required Skills & Qualifications:
  • Effective analytical skills.
  • Strong interpersonal and communication skills, both written and verbal.
  • Negotiation skills and the ability to influence others.
  • The ability to absorb technical information.
  • Confident decision-making skills.
  • Numeracy and statistical skills.
  • Problem-solving skills and a logical approach to work.
  • Self-motivation.
  • The ability to work to tight deadlines.
  • Team-working skills but also a willingness to work using your own initiative.
  • Customer service skills.


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