Underwriter Assistant Resume Sample One

999 Main Street
Any Town, NY 99999
Home (999) 999-9999
E-mail: email@yahoo.com



Seeking a position that utilizes my knowledge and skills acquired from my previous work experience.


7/06 – Present ABC Inc.
Underwriting Assistant, Any Town, NY

  • Performed the duties of setting up and daily maintenance on policies, processing policies, from binding to issuing, entering policy numbers into the policy register, invoicing, premium bearing and non-money endorsements, extensions, cancellations, reinstatements and non-renewals.
  • Used pc applications and worked in a paperless work environment to issue policies, endorsements and send emails. (Microsoft Office, Word, Excel, Commercial Intellysis, Image Right, Genius, Point, ITC, AIM, Novell and GroupWise and Outlook).
  • Handled a diary system efficiently and did follow-ups daily for paperwork and information needed for policies with the underwriters and brokers.
  • Handled inspections and audits for policies from ordering, dairying, reviewing and processing endorsements from the findings of the reports. Analyzed the exposures for any increase or decrease, and determined if the insured’s jobs or projects were within the underwriting standards.
  • Received and processed Premium Finance notices, cancellations and reinstatements.
  • Allocate billing and process Premium Financing.
  • Processed Surplus Line filing for taxes and fees for issuing of policies and endorsements.
  • Researched online to insured’s information for valid contractor’s license.
  • Acted as a liaison between underwriters and brokers to maximize efficiency with policy processing. Able to correspond with brokers and office workers in a professional manner.
  • Trained and developed others in policy procedures and processing and in using the computer applications used to process policies.
  • Interacted with other departments including Accounting and Claims.

01/06 – 05/06 XYZ Corp.
Underwriting Assistant, Any Town, NY

  • Processed multi-state money and non-money endorsements on Commercial Package Policies, Commercial General Liability, Workers Compensation Policies and Business Owners Policies.
  • Processed all Workers’ Compensation renewals. Also processed Business Owners Policies renewals.
  • Handled the processing of all board criticisms for Workers Compensation Policies.

05/03 – 12/05 BCD Inc.
Underwriting Assistant, Any Town, NY

  • Communicate with various Sales Representatives, Brokers and Third Party Administrators (TPA’s).
  • Receive and log Request for Proposal (RFP) packages and disseminate to underwriters for quoting.
  • Provide age, sex census breakdown to underwriters on all RFP’s.
  • Maintain work log to ensure that all quote deadlines are met.
  • Maintain renewal checklist and perform due diligence for both new cases and renewals.
  • Maintain and review underwriting files on all sold cases.
  • Issue Stop Loss Policies to include preparation of Applications, Riders and Policy Packages.
  • Prepare sold case summary sheets.
  • Evaluate PPO networks to provide clients with better discounts for rating.
  • Perform Managing General Underwriter (MGU) audits to ensure proper administration of policies.
  • Provide direct monthly reporting package to the President.


2003 Vanderbilt University
Bachelors Degree in Business Administration and Management

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