Underwriting Assistant

Job Summary

A company is looking for an Underwriting & Marketing Assistant.

Key Responsibilities

• Support underwriting operations by ensuring timely and accurate documentation submission
• Assist with marketing efforts, including data mining and maintaining contact lists
• Serve as a liaison between brokers, clients, and underwriters to facilitate communication and resolve issues

Required Qualifications, Training, and Education

• Proficient in documentation management and related systems
• Highly organized with strong time-management skills
• Detail-oriented with the ability to prioritize tasks efficiently
• 1-3 years of underwriting experience preferred
• Experience with CRM or marketing tools such as Levitate or Canva is a plus