Underwriting Assistant
1 day ago
Melbourne, Florida, United States
Acrisure
Full-time
Free with email or Google
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
Free with email or Google
By continuing, you agree to our Terms & Privacy Policy.
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary &
Responsibilities:
Account Intake & Evaluation
• Monitor Zendesk, Surefyre, and other intake platforms for new account submissions.
• Review new submissions to determine viability and route viable accounts to the RedZone folder. Underwriting File Preparation
• Prepare and organize complete underwriting files, including:
• Running CAB and carrier software reports for all submissions.
• Reviewing publicly available information (e.g., company websites, online reviews).
• Request and track initial missing submission information from agencies.
• Notify the underwriter once an account file is complete and ready for review. Loss Control Coordination
• Submit loss control requests via Monday.com.
• Track completion of loss control assessments and notify the underwriter upon completion. Pricing & Quoting Support
• Prepare pricing raters for accounts deemed viable opportunities.
• Use InsCipher to apply appropriate surplus lines taxes.
• Enter account and exposure data into Expert Insured, Federato, and other relevant systems to support quoting and binding. Market Submissions
• Prepare and submit APD and MTC submissions to London markets and Fidelis.
• Monitor responses and notify the underwriter of quotes received or requests for additional information. Binding Preparation & Execution
• Prepare binding documentation, including:
• Ordering MVRs.
• Creating reviewed driver sheets for loss control.
• Ordering personal and business risk assessments via ClearTrac.
• Running state articles and entity documentation.
• Review all binding documents for completeness and accuracy.
• Submit completed bind packages to the Rise Underwriter for final review before sending bind requests to the WTU support team. Post-Bind & Account Servicing
• Complete post-binding financial raters.
• Follow up on outstanding items such as collateral agreements, collateral receipt, missing MVRs, and driver exclusions.
• Provide ongoing account servicing support, including:
• Added driver requests (liaison between underwriting and loss control).
• Audit questions and disputes.
• Cancellation and policy change requests submitted to the WTU support team. Education/Experience:
• High School Diploma or equivalent #LI-DL1 #LI-On-Site Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including:
• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
Responsibilities:
Account Intake & Evaluation
• Monitor Zendesk, Surefyre, and other intake platforms for new account submissions.
• Review new submissions to determine viability and route viable accounts to the RedZone folder. Underwriting File Preparation
• Prepare and organize complete underwriting files, including:
• Running CAB and carrier software reports for all submissions.
• Reviewing publicly available information (e.g., company websites, online reviews).
• Request and track initial missing submission information from agencies.
• Notify the underwriter once an account file is complete and ready for review. Loss Control Coordination
• Submit loss control requests via Monday.com.
• Track completion of loss control assessments and notify the underwriter upon completion. Pricing & Quoting Support
• Prepare pricing raters for accounts deemed viable opportunities.
• Use InsCipher to apply appropriate surplus lines taxes.
• Enter account and exposure data into Expert Insured, Federato, and other relevant systems to support quoting and binding. Market Submissions
• Prepare and submit APD and MTC submissions to London markets and Fidelis.
• Monitor responses and notify the underwriter of quotes received or requests for additional information. Binding Preparation & Execution
• Prepare binding documentation, including:
• Ordering MVRs.
• Creating reviewed driver sheets for loss control.
• Ordering personal and business risk assessments via ClearTrac.
• Running state articles and entity documentation.
• Review all binding documents for completeness and accuracy.
• Submit completed bind packages to the Rise Underwriter for final review before sending bind requests to the WTU support team. Post-Bind & Account Servicing
• Complete post-binding financial raters.
• Follow up on outstanding items such as collateral agreements, collateral receipt, missing MVRs, and driver exclusions.
• Provide ongoing account servicing support, including:
• Added driver requests (liaison between underwriting and loss control).
• Audit questions and disputes.
• Cancellation and policy change requests submitted to the WTU support team. Education/Experience:
• High School Diploma or equivalent #LI-DL1 #LI-On-Site Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including:
• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.