Trean Insurance Group
full-service insurance and reinsurance solutions
Underwriting Assistant
Location
California
Posted
2 days ago
Salary
$20 - $25 / hour
3 yrs expEnglish
Job Description
• Manage submission intake and track new business using Excel and Excel Online
• Review and clear new business submissions
• Enter submission data into the Policy Administration System to process rating worksheets
• Communicate with agents to obtain required or missing information
• Complete initial data entry on the Risk Analysis Worksheet (RAW)
• Assign submissions to appropriate underwriters with attention to detail
• Email policies and welcome kits to agents and policyholders
• Process loss run and experience modification worksheet requests
• Assist with preparation of renewal quotes
• Bind and issue policies in the Policy Administration System
• Process endorsements, including cancellations and reinstatements
• Deliver proposals and quotes within established timeframes
• Respond to internal compliance inquiries and external requests from agents, brokers, and policyholders
• Participate in training, workshops, and conventions to stay current on workers’ compensation rules, regulations, and underwriting practices
• Use resources such as IRMI and the NCCI website to enhance underwriting knowledge
• Perform additional tasks and special projects as assigned
Job Requirements
- 3–5 years of administrative experience preferred
- Prior experience in workers’ compensation insurance strongly desired
- Proficient in Microsoft Office, particularly Excel
- Strong attention to detail with a high degree of accuracy
- Ability to thrive in a fast-paced, customer-focused environment
- Reliable and punctual, including in remote work settings
- Receptive to direction with the ability to adapt to changing market conditions
- Strong organizational and multitasking abilities
- Excellent verbal and written communication skills
- Capable of interpreting and following written, verbal, or diagrammed instructions
- Maintains confidentiality of sensitive information
- Demonstrated discretion, sound judgment, and strong administrative skills
- Comfortable working remotely, with effective communication via Teams, email, and phone