Policy & Operations Specialist
Location
United States
Posted
5 days ago
Salary
Not specified
Seniority
Mid Level
No structured requirement data.
Job Description
Role Description
We are seeking a motivated and detail-oriented Underwriting Processing Assistant to support our underwriting and brokering teams. This role involves processing and managing high-risk insurance applications, ensuring compliance with company policies and governmental regulations, and providing excellent service to our retail brokers and customers. This is an ideal opportunity for individuals committed to pursuing a career in the insurance industry, with room for growth and advancement in a fast-growing organization.
Key Responsibilities
-
Processing and Documentation
- Review applications, ACORD forms, and quotes for accuracy and compliance.
- Document and process binding orders and policy issuances promptly.
- Manage inspection reviews and ensure reports meet underwriting requirements.
- Oversee surplus lines tax filing to ensure compliance with state regulations.
- Handle inspection orders, endorsements, and cancellations efficiently.
-
Customer and Broker Interaction
- Assist in gathering information from brokers and partners.
- Address underwriting issues during the policy issuance process proactively.
- Support the claims process as needed.
-
System Management
- Ensure the accuracy of accounts within the CRM system.
- Track and complete tasks to enhance workflow and productivity.
- Adhere to established processing procedures.
-
Collaboration and Development
- Work closely with other departments to achieve shared goals.
- Actively participate in team initiatives to improve service delivery and efficiency.
Qualifications
- Proficient computer skills.
- Strong verbal and written communication.
- Exceptional organizational and time-management abilities.
- Analytical thinking and problem-solving skills.
- Positive attitude and eagerness to learn.
Requirements
- High school diploma required; college degree preferred but not mandatory.
- Insurance-related experience is a plus but not required.
Benefits
- 401(k) retirement plan.
- Health, dental, and vision insurance.
- Paid time off and parental leave.
- Tuition reimbursement.
- Disability insurance.
- Remote work flexibility.
Job Requirements
- Proficient computer skills.
- Strong verbal and written communication.
- Exceptional organizational and time-management abilities.
- Analytical thinking and problem-solving skills.
- Positive attitude and eagerness to learn.
- High school diploma required; college degree preferred but not mandatory.
- Insurance-related experience is a plus but not required.
Benefits
- 401(k) retirement plan.
- Health, dental, and vision insurance.
- Paid time off and parental leave.
- Tuition reimbursement.
- Disability insurance.
- Remote work flexibility.
Related Guides
Related Categories
Related Job Pages
More Underwriter Jobs
Underwriter, NEO Home Loans
Better MortgageBetter is the first AI-native mortgage and home equity finance company, revolutionizing one of the largest financial markets in the world. We make home finance radically more transparent; using AI and proprietary technology to eliminate friction from the mortgage process through our industry-leading AI platform, Tinman®, and the first voice-based AI mortgage assistant, Betsy™. Our mission is simple: make homeownership cheaper, faster and more accessible by transforming how people buy and finance homes. We’ve funded over $110 billion in loans (more than any other fintech in the US!) Raised over $1.2 billion in equity capital to modernize the $15 trillion mortgage industry. Better’s propriety AI platform makes us an award-winning lender: Fintech Breakthrough Award 2025: Best Lending Innovation Yahoo! Finance (Jan 2025): Best Mortgage Lender for First-Time Homebuyers – Best for quick approval Yahoo! Finance (2025): Best Online Mortgage Lender Money Magazine (2025): Best for fast closing Forbes (2023): Best Online Mortgage Lender
The Mortgage Underwriter is responsible for evaluating and assessing loan applications to determine borrower creditworthiness and compliance with company and investor guidelines. This role involves detailed analysis of financial documents, credit reports, and property appraisals ...
The Broker Specialist serves as the primary new business underwriter and relationship manager for a designated market segment and broker assignments. This forward-facing role is responsible for cultivating and maintaining strong relationships with assigned wholesale brokers, driv...
The job profile for this position is Risk & Underwriting Advisor, which is a Band 4 Senior Contributor Career Track Role. Responsible for executing the Go‑to‑Market Pharmacy strategy by leading account‑level pricing, rate development, and customer negotiations in partnershi...
This is a remote role open to any location in continental US. Key to John Hancock’s success is maintaining the core competency of Underwriting expertise which relies on a strategy of continual enhancements to our proprietary underwriting approaches and keeping current with medi...


