Senior Underwriting Assistant - Financial Lines

Key Responsibilities

• Reviews new and renewal E&S submissions to verify completeness, accuracy, and adherence to underwriting guidelines and documentation requirements.
  
  
• Prepares underwriting files by collecting, organizing, and summarizing relevant exposure information, including loss histories, supplemental applications, risk characteristics, and prior carrier details.
  
  
• Assists underwriters with rating, quote preparation, binders, endorsements, and policy issuance activities in accordance with company standards and regulatory requirements.
  
  
• Ensures that required forms, disclosures, and compliance related documents specific to E&S markets are correctly incorporated into the underwriting file.

• Conducts quality assurance reviews of rating inputs, policy forms, schedules, subjectivities, and invoice details to minimize errors and rework.
  
  
• Identifies inconsistences, data gaps, and potential risk indicators and escalates as appropriate to underwriting staff.
  
  
• Utilizes reports, dashboards, and tracking tools to maintain accurate records of submissions, renewal activity, producer performance, and key service metrics.
  
  
• Supports underwriting team with data analysis related to loss trends, exposure changes, and broker submission quality.

• Serves as a designated point of contact for brokers regarding required information, submission status, outstanding subjectivities, and documentation requests.
  
  
• Coordinates with internal and external partners (Operations, Claims, Finance, Compliance, Premium Audit, and IT) to facilitate timely completion of underwriting tasks.
  
  
• Drafts and/or reviews correspondence, notices, and documentation to ensure professional communication that aligns with company standards and regulatory requirements.

• Monitors work queues, deadlines, and renewal timelines to ensure service standards and turnaround expectations are met.
  
  
• Reviews and monitors monthly key performance indicators (KPIs) for potential backlogs and quality improvements. Includes monthly reporting to management.
  
  
• Assists with quality assurance activities as requested, working with Operations Manager on resolution of Data Exception Reports.
  
  
• Recommends workflow improvements, system enhancements, and procedural updates designed to improve efficiency and reduce operational risk.
  
  
• Participates in process reviews, system testing, and implementation of new tools, forms, and procedural changes within underwriting operations. Includes maintaining Standard Operating Procedures (SOPs).

• Provides guidance, training, and technical support to junior underwriting assistants ensuring consistent adherence to underwriting support standards and best practices.
  
  
• Serves as a subject matter expert for underwriting systems, procedures, and data requirements.
  
  
• Acts as a lead resource during peak periods, ensuring workload is balanced and deadlines met.
  
  
• Assists in onboarding and developing new team members through coaching, knowledge sharing, and performance support.
  
  
• Monitors and evaluates direct reports through the performance management process. Provides guidance and fosters a continuous learning environment.

Skills, Knowledge and Expertise

• High school diploma required; Associate or Bachelor’s degree with emphasis on insurance, business or accounting preferred; or equivalent work experience in related field.
  
  
• Minimum 8–10 years of underwriting support experience within Commercial Property & Casualty insurance; E&S or Specialty Lines experience strongly preferred. 3+ years leadership.
  
  
• Familiarity with E&S market practices, surplus lines requirements, and non-admitted product workflows.

The Lancashire Way