Underwriting Processing Analyst

Key Responsibilities:

• Assist underwriters by processing submissions, endorsements, renewals, and cancellations.
• Review application materials for completeness and accuracy before submission to carriers
• Enter and maintain accurate data in agency management systems (e.g., AMS360, Sagitta, or similar)
• Track quote requests, bind orders, and follow up on outstanding documentation
• Generate and issue certificates, invoices, binders, and other standard policy documents
• Communicate with retail agents, carriers, and internal teams regarding status updates and documentation
• Maintain underwriting files and ensure compliance with internal and carrier-specific guidelines
• Support underwriters in gathering loss runs, MVRs, and other underwriting data as needed

Requirements:

• High school diploma required; Associate’s or Bachelor’s degree in Business, Insurance, or a related field preferred
• 3-5 years of experience in an administrative, processing, or assistant role in the insurance industry (preferably in a wholesale/MGA/carrier or retail environment)
• Proficiency in Microsoft Office (Excel, Outlook, Word); familiarity with agency management systems is highly desirable
• Strong communication, organizational skills, and ability to manage multiple deadlines with accuracy.