Use This Template 
Build your resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
underwriting assistant: Resume Samples & Writing Guide
Employment history
Chief Underwriting Assistant, MetLife New York, New York
September 2020 – Present
- Verify accuracy of policy information
- Analyze risk factors
- Perform data entry
Underwriting Assistant, USAA San Antonio, Texas
September 2019 – August 2020
- Maintain database of policies
- Develop underwriting guidelines
- Process underwriting documents
Jr. Underwriting Assistant, AIG New York, New York
September 2018 – August 2019
- Review insurance applications
- Provide customer service
- Prepare underwriting summaries
Education
University of Washington, Seattle, Washington
Risk Management, August, 2018
Skills
Documentation
Financial Management
Troubleshooting
Analytical
Risk Assessment
Insurance Underwriting
Insurance Terminology
Regulatory Requirements
Do you already have a resume? Use our PDF converter and edit your resume.
Employment history
Senior Underwriting Assistant, Progressive Mayfield Village, Ohio
July 2019 – Present
- Manage policy renewals
- Provide customer service
- Prepare underwriting summaries
Associate Underwriting Assistant, Allstate Northbrook, Illinois
July 2018 – June 2019
- Maintain underwriting files
- Process underwriting documents
- Develop underwriting guidelines
Jr. Underwriting Assistant, Nationwide Columbus, Ohio
July 2017 – June 2018
- Process underwriting documents
- Negotiate terms and conditions
- Develop underwriting guidelines
Education
Ohio State University, Columbus, Ohio
Bachelor of Science in Insurance and Financial Services, May, 2017
Skills
Presentation
Planning
Accounting
Emotional Intelligence
Microsoft Excel
Regulatory Compliance
Insurance Terminology
Insurance Claims
Professional Summary
Highly motivated Underwriting Assistant with extensive experience in the insurance industry. Demonstrated ability to accurately assess risk and provide efficient and effective support to underwriters.
Employment history
Chief Underwriting Assistant, Allstate Northbrook, Illinois
September 2009 – Present
- Perform data entry
- Manage policy renewals
- Maintain database of policies
Underwriting Assistant, USAA San Antonio, Texas
March 2009 – August 2009
- Resolve customer inquiries
- Manage policy renewals
- Verify accuracy of policy information
Entry Level Underwriting Assistant, Travelers Hartford, Connecticut
August 2008 – February 2009
- Verify accuracy of policy information
- Analyze risk factors
- Resolve customer inquiries
Education
University of Texas, Austin, Texas
Bachelor of Arts in Business Administration and Insurance, June, 2008
Skills
Innovation
Documentation
Reliability
Networking
Insurance Underwriting
Customer Service
Insurance Verification
Regulatory Compliance
Employment history
Senior Underwriting Assistant, Nationwide Columbus, Ohio
January 2022 – Present
- Process underwriting documents
- Negotiate terms and conditions
- Monitor and review policies
Underwriting Assistant, Nationwide Columbus, Ohio
January 2021 – December 2021
- Review insurance applications
- Perform data entry
- Maintain underwriting files
Jr. Underwriting Assistant, USAA San Antonio, Texas
July 2020 – December 2020
- Resolve customer inquiries
- Perform data entry
- Maintain underwriting files
Education
Ohio State University, Columbus, Ohio
Doctor of Science in Insurance and Financial Services, May, 2020
Ohio State University, Columbus, Ohio
Bachelor of Science in Business Administration and Insurance, May, 2016
Skills
Coaching
Decision Making
Troubleshooting
Planning
Insurance Verification
Data Entry
Regulatory Compliance
Claims Adjustment
Employment history
Senior Underwriting Assistant, Allstate Northbrook, Illinois
December 2019 – Present
- Analyze risk factors
- Manage policy renewals
- Resolve customer inquiries
Underwriting Assistant, Allstate Northbrook, Illinois
June 2019 – November 2019
- Analyze risk factors
- Verify accuracy of policy information
- Develop underwriting guidelines
Entry Level Underwriting Assistant, State Farm Bloomington, Illinois
November 2018 – May 2019
- Prepare reports
- Perform data entry
- Negotiate terms and conditions
Education
Florida State University, Tallahassee, Florida
Life & Health Insurance, September, 2018
Skills
Critical Thinking
Innovation
Financial Management
Creativity
Insurance Terminology
Microsoft Excel
Claims Adjustment
Regulatory Compliance
Not in love with this template? Browse our full library of resume templates
underwriting assistant Job Descriptions; Explained
If you're applying for an underwriting assistant position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
underwriting assistant
- Prepare Insurance Application for Business Owner Policies, General Liability Policies for different kind of companies, Home Insurance, Commercial package, Vacant Building, General Liability, Workers Compensation, Disability, Umbrella, & Bond policies.
- Collect Quotation from wholesaler and analyze it
- Bind Policies and upload it in suggested software system.
- Issue insurance certificate.
- Make payment for all kind of policies
- Communication with Mortgage company, Bank, Insurance company, wholesaler, insured
- Maintain regular Communication with New York State Insurance Fund.
2
senior underwriting assistant
- Facilitate Renewal & New policy process.
- Arrange Audit for all Worker’s compensation policies
- Reporting & Documentation
- Office Management & Support Accounts Department to prepare Financial Report.
3
underwriting assistant
- Count and
- Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.organize materials.
- analyze existing policies and offer recommendations to help agents maintain a profitable book of business.
- Worked in Property and Casualty to evaluate a fire (business Policies) related insurance risks, review policy changes, and fairly classify and price policies
4
underwriting assistant / general insurance processor
- Gather quotations from email and incoming calls which is may turn into a prospective clients.
- Prepares 50-60 percent of policies a day in a different types of insurance.
- Provide schedule policy for new clients data gather from sales personnel and underwriters.
- Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
- Issue Fronting Policies and computes Re-Insurance Facultative and Treaty Shares
- Provides assistance for a returning clients. Preparation of endorsements from existing clients for addition / deletion of data.
- Issues Endorsements for a desired modification from clients.
5
underwriting assistant
- Process Binders and endorsements for all new business within the team, ensuring all underwriting requirements are met for every new account.
- Exceed duties assigned as an Underwriting Assistant, increasing efficiencies of team members.
- Proven growth margin of 8% since I started- my support allows high level management to focus on generating and closing new business.
- Quality check submitted documentation to ensure it validates the quoted/bound policy, then rate endorsements to ensure all policy warrants are met.
- Maintain a revolving task list to keep strong organization skills and ability to multi task continuously, ensuring that all surplus lines documentation is received for every policy I underwrite.
- Learn out of the box underwriting techniques to secure bind orders for difficult to place risks, at a sell-able rate.
- Correspond with Insurance agents and account managers to build and maintain relationships.
underwriting assistant Job Skills
For an underwriting assistant position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.
Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."
- Data Entry
- Insurance Underwriting
- Underwriting Guidelines
- Insurance Regulations
- Insurance Policies
- Risk Assessment
- Claims Processing
- Insurance Claims
- Claims Adjustment
- Insurance Verification
- Policy Administration
- Regulatory Compliance
- Insurance Terminology
- Microsoft Office
- Data Analysis
- Microsoft Excel
- Customer Service
- Insurance Products
- Microsoft Word
- Risk Analysis
- Regulatory Requirements
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your underwriting assistant Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Employment history
Lead Underwriting Assistant, Liberty Mutual Boston, Massachusetts
November 2017 – May 2022
- Maintain underwriting files
- Negotiate terms and conditions
- Maintain database of policies
Associate Underwriting Assistant, Nationwide Columbus, Ohio
November 2016 – October 2017
- Manage policy renewals
- Monitor and review policies
- Prepare underwriting summaries
Entry Level Underwriting Assistant, Liberty Mutual Boston, Massachusetts
May 2016 – October 2016
Education
University of Washington, Seattle, Washington
Doctor of Science in Business Administration and Insurance, March, 2016
University of Washington, Seattle, Washington
Bachelor of Arts in Insurance and Risk Management, March, 2012
Skills
Professionalism
Accounting
Communication
Attention to Detail
Risk Analysis
Data Analysis
Insurance Policies
Regulatory Compliance
Unexplained Year Gaps and Missing Job Experiences are a No-no
Gaps in your resume can prevent recruiters from hiring you if you don't explain them.
Key Insights- It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
- Use the gap to talk about positive attributes or additional skills you've learned.
- Be honest and straightforward about the gap and explain it using a professional summary.
How to Optimize Your underwriting assistant Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Percy Nelson
134 Hillside Drive, Forestville, NY 14062Employment history
Lead Underwriting Assistant, Liberty Mutual Boston, Massachusetts
February 2015 – Present
- Perform data entry
- Prepare underwriting summaries,
- Mainten underwriting files.
Underwriting Assistant, Liberty Mutual Boston, Massachusetts
July 2014 – January 2015
- Negotiate terms & conditions
- Prepare report's
- Prepare underwriting summary's
Junior Underwriting Assistant, MetLife New York, New York
July 2013 – June 2014
- Perform data entry
- Develop underwriting guideliness
- Analyze risk factorrs
Education
Florida State University, Tallahassee, Florida
Master of Science in Accounting and Insurance, May, 2013
Florida State University, Tallahassee, Florida
Bachelor of Science in Insurance and Financial Services, May, 2009
Skills
Adaptability
Interpersonal
Project Management
Teamwork
Insurance Terminology
Insurance Underwriting
Claims Adjustment
Data Analysis
Avoid Spelling Mistakes and Include your Contact Information
Missing contact information prevents recruiters from understanding you're the best fit for the position.
Key Insights- Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
- Make sure to use a professional email address as part of your contact information.
- Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.
underwriting assistant Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an underwriting assistant position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Chief Underwriting Assistant
AIG
New York, New York
AIG
New York, New York
Greetings AIG Recruitment Team
I am excited to apply for the Chief Underwriting Assistant role at AIG. As a highly skilled Underwriting Assistant, I am confident that I have the necessary experience and abilities to make a valuable contribution to your organization.
My life experiences have taught me the importance of hard work, dedication, and collaboration. Whether it was on the work, or just personally, I have always been committed to pursuing my goals with passion and tenacity. I am confident that throughout all of these years I have gained the skills and expertise necessary to succeed in this role and be a great asset for AIG. I am eager to join a team that shares my values and work towards a common goal.
Thank you for considering my application for the Chief Underwriting Assistant role. I am looking forward to a future where we work together to drive this organization's success.
Your time is appreciated,
Vincent Ingram
953-388-3970
[email protected]
Vincent Ingram
Showcase your most significant accomplishments and qualifications with this cover letter.
Personalize this cover letter in just few minutes with our user-friendly tool!
Related Resumes & Cover Letters
FIND EVERYTHING YOU NEED HERE.
IF YOU HAVE QUESTIONS, WE HAVE ANSWERS.
4 Ways a Career Test Can Jump-Start Your Future (and Help Your Resume)
If you’re looking for a fresh path or a new passion, a career test could help you find it. You can take these tests online, in the comfort of your...
Avoid These 3 Resume Mistakes at All Costs
Your resume is your first impression for a prospective employer. The way you present yourself in that little document can make or break you – it can clinch you an...
Resume Design Tips and Tricks
Creating a resume that stands out from the rest doesn’t have to be rocket science. With just a few tips and tricks, you can make your professional resume a shining...
Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.