Hiring the Right Underwriting Assistant

Hiring the Right People to succeed as a Underwriting Assistant is pivotal to the success of any project.

Securing the right Underwriting Assistant is essential for maintaining underwriting precision, regulatory compliance, and customer satisfaction. We source professionals skilled in supporting underwriting teams by preparing documents, conducting risk assessments, and ensuring smooth policy issuance—all aligned with your company’s workflow, culture, and standards.

Roles & Skills

ECLARO provides Underwriting Assistants at various experience levels, tailored to diverse insurance workflows and team structures.

Qa

Junior Underwriting Assistants

Assist with data entry, documentation preparation, and basic risk classification; support underwriters by gathering policyholder information and verifying details.

Qa

Mid-Level Underwriting Assistants

Perform more detailed tasks such as reviewing coverage applications, evaluating simple risk metrics, drafting quotations, and liaising with agents and policyholders to clarify information.

Qa

Senior Underwriting Assistants

Oversee workflow coordination, assist with complex risk assessments, prepare recommendations for policy acceptance or terms, and help train junior staff and enforce process improvements.

Tools & Technologies

Our Underwriting Assistant candidates are proficient with the tools and systems insurers rely on:

Underwriting Systems & Software

  • Insurance middleware platforms (e.g., Guidewire, Duck Creek)
  • Agency management systems

Data Handling & Analysis

  • Excel (PivotTables, V-Lookup)
  • Basic SQL or database query tools

Communication & Collaboration

  • Email platforms (Outlook)
  • Internal collaboration (Slack, MS Teams, Zoom)

Document & Workflow Management

  • Document imaging software (e.g., Accenture’s imaging tools or similar)
  • Workflow tracking tools
  • Knowledge of standard insurance forms and policy documents

Services and Benefits

When you partner with ECLARO for Underwriting Assistant staffing, you’re investing in stronger underwriting support, improved operational accuracy, and scalable workflows.

Accuracy & Compliance

Ensure documentation and risk data meet underwriting standards and regulatory requirements.

Scalability & Efficiency

Enhance team bandwidth with skilled professionals ready to adapt as underwriting volumes change.

Consistency & Workflow Support

Establish reliable support systems—from application intake through policy issuance—enhancing turnaround time and underwriter satisfaction.

The ECLARO Process: How We Work with You to Find the Right Underwriting Assistant

Our talent acquisition process is designed to be seamless and efficient

Initial Consultation

Understand your project requirements and objectives.

Candidate Selection

Provide a shortlist of qualified Underwriting Assistant tailored to your needs.

Interview and Assessment

Facilitate interviews and technical assessments.

Onboarding

Smooth transition of the Underwriting Assistant into your project team.

Ongoing Support

Continuous support to ensure project success.

For further inquiries or to start the hiring process, please contact us

We would love to discuss your specific Underwriting Assistant talent needs today! Please click the Contact Us below to schedule a consultation with an ECLARO expert.

Contact Us