Underwriting Assistant (Hybrid)

Who We Are:  

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary of the Role: The Underwriting Assistant provides vital support to underwriters by managing administrative tasks, gathering and reviewing application data, and ensuring documentation is accurate and complete. Responsibilities include preparing risk assessments, coordinating with clients and brokers, maintaining records, and assisting in the evaluation of policy renewals. This role requires strong organizational skills, attention to detail, and the ability to work collaboratively in a fast-paced environment.

***Candidate selected will be required to attend the office 4x per week***

Essential Duties and Responsibilities:

Underwriting Assistant – Level 1

• Support new and renewal underwriting tasks for stop loss underwriting.
• Download Requests for Proposal (RFP) from email daily.
• Review RFP documentation to ensure that required information is received.
• Input information into underwriting database.
• Create and organize electronic file.
• Rework census data in Excel and input census information into underwriting system.
• Check the file for accuracy and completeness and route it to the appropriate Sr. Underwriting.
• Assistant in a timely manner. 

Underwriting Assistant – Level 2

• Be accomplished in all duties and responsibilities of Underwriting Assistant Level 1.
• Work as a team with a stop loss Underwriter to achieve required levels of service and quoting.
• Possess the ability to learn and understand the underwriting process to assist Underwriters in securing new and renewal business.
• Ensure all documentation of the underwriting files is received and follow up for required information.
• Manage a high-volume of RFPs and prioritize the work.

Knowledge, Skills, and/or Abilities: 

• Underwriting support experience needed for Level 2 Assistant.
• Proficient in Microsoft Excel – Intermediate level.
• Strong math aptitude and analytical skills.
  
• Capable of carrying out a given task with all details necessary to get the task done well.
• Devoted to a task or purpose with loyalty or integrity.

Education and/or Experience:

• Bachelors’ Degree, Finance or Accounting preferred or relative experience.
• Ability to work independently but also support a team environment.

What We Offer:

We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $41,000 – $45,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You… Better Together!

NFP is an inclusive Equal Employment Opportunity employer.