Lead Underwriting Assistant

The Lead Underwriting Assistant provides mentorship and guidance to Underwriting Assistants and
Submissions staff, fostering productivity, accountability, collaboration, and balanced workloads. This role
ensures the accuracy, quality, and timeliness of underwriting support activities, enabling efficient
operations and informed underwriting decisions. The Lead Underwriting Assistant contributes to
achieving departmental objectives through operational excellence, process improvement, staff
development, and adherence to established policies, procedures, and service standards.

Essential Job Functions:

• Provide mentorship, guidance, and day-to-day support to Underwriting Assistants (UAs),
Submissions staff, and interns to promote productivity, accountability, and professional growth.
• Assist in coordinating workflow, prioritizing tasks, balancing workloads, and communicating
operational needs to management to help ensure timely completion of responsibilities.
• Provide ongoing coaching, training, and constructive feedback to support employee development
and communicate observations and recommendations to management.
• Identify training and development needs; create, maintain, and deliver training materials, job aids,
and other resources to support staff success.
• Facilitate or support team meetings to communicate objectives, reinforce expectations, address
operational challenges, and promote collaboration.
• Oversee workflow processes, including submission clearance, data entry, file creation,
documentation, and quality control to ensure accuracy, efficiency, and compliance with
underwriting guidelines.
• Serve as a subject matter expert on systems, workflows, policy forms, and operational
procedures, providing guidance, resolving inquiries, and supporting underwriting operations.
• Identify, recommend, and implement process improvements to enhance operational efficiency,
consistency, quality, and customer service.
• Partner with management on onboarding and training activities and provide input regarding
workflow planning, staffing needs, and operational support requirements.
• Collaborate with underwriters to prepare underwriting documentation and perform quality control
reviews to ensure accurate, timely outputs and compliance with underwriting requirements.

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• A bachelor’s degree is preferred but not required.
• A minimum of 10 years of work experience in the Insurance Industry.
• In-depth knowledge and understanding of policy terms and conditions.
• A background in providing mentorship to a team of Underwriting Assistants, fostering a
collaborative and supportive environment while guiding employees to enhance their skills and
performance.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Experience in training and mentoring employees is essential.

Skills & Abilities:

• Strong information-processing skills with the ability to quickly and accurately analyze, evaluate,
Created By: Katelyn Litvan July 29, 2026 Version: 2
and act on information while maintaining a high level of attention to detail.
• Excellent written and verbal communication skills.
• Exceptional time management skills.
• Strong organizational skills.
• Strong interpersonal skills with the ability to motivate and engage team members effectively.
• Proven ability to manage multiple priorities and tasks simultaneously while maintaining
effectiveness and efficiency.
• Ability to work independently with minimal supervision in a fast-paced team environment.
• Ability to adapt to changing priorities and meet deadlines in a dynamic work environment.

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