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Underwriting Assistant

Finance
Financial Analysis
Underwriting Assistant

Process new insurance policies, modifications to existing policies, and claims forms. Obtain information from policyholders to verify the accuracy and completeness of information on claims forms, applications and related documents, and company records. Update existing policies and company records to reflect changes requested by policyholders and insurance company representatives.

At a Glance

Underwriting Assistant. Typical education: Bachelor's degree. Experience: 2–5 years. Top skills: Underwriting, Problem Solving, Customer Service.

Avg Annual Salary

Not available

Typical Education

Bachelor's degree

Experience

2–5 years

Job Postings

2

Parent Occupation (O*NET)

Insurance Claims and Policy Processing Clerks

Median Wage

$48,450/yr

Growth (2024-34)

-3.7%

Education

High school diploma or equivalent

Skills & Requirements

Specialized Skills (11)

Underwriting

5.0

Insurance Industry

4.8

Business Process

4.8

Auditing

4.7

Data Entry

4.6

Customer Inquiries

4.6

Finance

4.6

Management Reporting

4.5

Process Improvement

4.5

Renewal Theory

4.5

Security Liaison

4.5

Common Skills (19)

Problem Solving

5.0

Customer Service

5.0

Communication

4.9

Research

4.9

Multitasking

4.9

Computer Literacy

4.9

Detail Oriented

4.8

Administrative Functions

4.8

Organizational Skills

4.8

Business Acumen

4.8

Leadership

4.7

Analytical Skills

4.7

Management

4.7

Verbal Communication Skills

4.7

Microsoft Office

4.6

Quick Learning

4.6

Prioritization

4.6

Related Specializations

Other specialized occupations in this field. Many share overlapping skills, making lateral moves more accessible.

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