Underwriting Operations Assistant

 

We're a member company of W. R. Berkley Corporation, an A. M. Best A+ rated Fortune 500 holding company. Berkley is comprised of individual operating units that serve a defined insurance market segment. BTU A global insurance provider, offering property, casualty, professional and cyber insurance coverage for technology firms and businesses with technology exposure.

 

The Underwriting Operations Assistant supports the new business underwriting process by preparing submissions, performing rating activities, validating data, and maintaining workflow accuracy. This entry-level developmental role ensures submissions are complete, accurately documented, and ready for underwriting review.

Responsibilities

• →Review new business for completeness, accuracy, and readiness for underwriting review.
• →Use AI-enabled tools and source documentation to validate submission information, rating inputs, supporting data, and AI-generated outputs; correct inaccuracies and document discrepancies, overrides, or feedback according to established procedures.
• →Ensure accurate and timely rating, booking, issuance, and policy or endorsement production by entering and validating data based on underwriting instructions and established guidelines.
• →Manage assigned workflows and maintain accurate files, documentation, and workflow records while meeting service, quality, and turnaround expectations.
• →Provide timely and professional service by obtaining information needed to complete transactions and responding to questions related to policy status, billing, or transaction processing.
• →Communicate with Underwriting, Underwriting Services, IT and billing staff to coordinate work, resolve questions, escalate exceptions, and support timely transaction completion.
• →Support process improvement and system application testing by identifying opportunities to improve rating accuracy, AI workflows, data quality, and submission readiness from initial review through deployment.
• →Build knowledge of underwriting, insurance operations, company products, AI-enabled tools, and workflow systems through training and daily work.
• →May perform other functions as assigned.

• Insurance, administrative, data entry, customer service, or other detail-intensive experience preferred.
• Comfort working with technology, AI-enabled tools, rating platforms, and workflow systems preferred.
• Ability to critically review AI-generated information, compare it with source documentation, and identify inaccuracies or unsupported conclusions.
• Ability to follow detailed rating procedures while recognizing when a situation requires escalation.
• Strong attention to detail, organization, and time management skills.
• Strong communication, critical thinking, and problem-solving abilities.
• Comfort adapting to evolving technology, processes, and system functionality.

• High school diploma or equivalent

Important Outside Agency Notice: Only solicited resumes/candidate profiles that are submitted by a Berkley Preferred Agency Partner that have been requested by Berkley Internal Recruiting to engage in a particular search will be subject to the payment of Agency fees as defined in the formal agency agreement. Any unsolicited resumes/candidate profiles are not subject to payment of the agency fees. The company offers a competitive compensation plan and robust benefits package for full time regular employees including: • Base Salary Range: $60k- $70k • Eligible to participate in annual discretionary bonus • Benefits include: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.