Underwriting Assistant

(Property & Casualty • Life & Annuities • Commercial Lines)

Overview

Underwriting Assistants support underwriters by gathering information, preparing documentation, and coordinating the administrative steps required to evaluate and price insurance risks. They help ensure that submissions are complete, accurate, and processed efficiently. This role is ideal for individuals beginning a career in underwriting or insurance operations.

Core Responsibilities

• Review incoming submissions for completeness and accuracy
• Collect underwriting data such as loss runs, financials, applications, and inspection reports
• Prepare quotes, binders, endorsements, and policy documents
• Enter and maintain data in underwriting and policy administration systems
• Communicate with agents, brokers, and internal teams to resolve missing information
• Track renewal dates, outstanding requirements, and workflow status
• Support underwriters with research, file documentation, and account follow‑up

Skills & Competencies

• Strong attention to detail and organizational skills
• Ability to interpret basic insurance documents
• Clear written and verbal communication
• Comfort with data entry and administrative systems
• Customer service mindset and ability to manage multiple priorities

Common Backgrounds

• Administrative or customer service roles
• Insurance operations or call center experience
• Recent graduates entering the insurance field

Related Designations

• AINS™ – Associate in General Insurance
• AU™ – Associate in Commercial Underwriting
• API™ – Associate in Personal Insurance

 

Claims Trainee

(Property & Casualty • Auto • Liability • Workers Compensation)

Overview

Claims Trainees learn the fundamentals of investigating, evaluating, and resolving insurance claims. This entry‑level role provides structured training in coverage interpretation, customer communication, negotiation, and regulatory compliance. Trainees typically progress into roles handling auto, property, liability, or workers compensation claims.

Core Responsibilities

• Assist with claim intake, documentation, and initial investigation
• Review policy language to determine coverage applicability
• Gather statements, photos, estimates, and supporting evidence
• Communicate with policyholders, claimants, vendors, and attorneys
• Support adjusters with reserving, settlement preparation, and file documentation
• Learn state regulations, claims best practices, and ethical standards
• Participate in training programs, shadowing, and supervised case handling

Skills & Competencies

• Strong communication and empathy
• Analytical thinking and problem‑solving
• Ability to manage conflict and negotiate fair outcomes
• Attention to detail and documentation accuracy

Common Backgrounds

• Customer service or call center roles
• College graduates entering insurance
• Legal studies, business, or risk management programs

Related Designations

• AIC™ – Associate in Claims
• AINS™ – Associate in General Insurance