Underwriting Assistant at Trean Corporation

Valencia, California, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Sep, 26

Salary

26.0

Posted On

20 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Submission Intake, Policy Administration System, Data Entry, Microsoft Excel, Workers' Compensation Insurance, Risk Analysis, Policy Issuance, Endorsement Processing, Communication Skills, Organization, Multitasking, Attention To Detail, Confidentiality, Remote Collaboration, Customer Service, Administrative Support

Industry

Insurance

Description

Description Position Summary The Underwriting Assistant supports the underwriting team by managing administrative tasks and facilitating the pre-underwriting process. This role is essential in ensuring timely, informed underwriting decisions by assisting with submission intake, rating processes, and file preparation. The Underwriting Assistant works closely with agents and internal departments to ensure accuracy and compliance throughout the policy lifecycle. Key Responsibilities and Essential Functions 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 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

Responsibilities

The Underwriting Assistant manages administrative tasks, submission intake, and data entry to support the underwriting team. They facilitate the policy lifecycle by coordinating with agents and processing renewals, endorsements, and policy issuances.