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C
Underwriting Assistant
CFC
US - California$71k–85kOn-site1mo ago
- Employment
- Permanent Full Time
About the role
Key Responsibilities
- Logging new business submissions and referrals, ensuring risks are accurately recorded and allocated
- Supporting the tracking of quotes, binds, and follow-ups to help drive timely responses to brokers
- Managing renewal activity, including monitoring upcoming renewals and outstanding accounts
- Maintaining team trackers and spreadsheets to ensure data is up to date and accessible
- Processing policy servicing tasks such as mid-term adjustments, cancellations, and broker of record letters
- Onboarding broker contacts and granting access to internal platforms
- Supporting finance with follow-ups on outstanding premium payments
- Issing notices such as cancellations and conditional non-renewals
- Ensuring underwriting files meet internal quality, compliance, and audit standards
- Supporting audit preparation and working closely with compliance where required
- Contributing to process improvements that enhance efficiency, accuracy, and broker experience
About you
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