Position Overview
The Small Business Assistant provides administrative and clerical support to the Small Business Insurance Underwriter, helping ensure smooth, efficient underwriting operations. This role plays a key part in supporting submission intake, maintaining accurate records, coordinating communication with agents, and keeping underwriting workflows moving. The ideal candidate is detail-oriented, organized, and eager to elevate their career and take on more complex, rewarding work.
Key Responsibilities
- Assist the Underwriter with intake, processing, and organization of new business submissions and renewals
- Prepare and maintain underwriting files, documentation, and correspondence
- Request, track, and follow up on missing information from agents or internal teams
- Enter and update policy, submission, and account information in underwriting and agency systems
- Support renewal workflows, endorsements, and policy changes
- Schedule meetings and help coordinate communication between underwriting, sales, and service teams
- Ensure accuracy, completeness, and consistency of records and data
- Assist with general administrative tasks to support underwriting efficiency
What We Offer
- Competitive salary based on experience including full benefits package
- Paid time off and holidays
- Supportive, small-team environment
- Ongoing opportunity to expand your knowledge and skill set, along with a clear path for potential advancement within the organization
