Associate Underwriter I

About the Role

National Interstate is seeking an Associate Underwriter I to join their team in Richfield, Ohio, working a hybrid schedule. The role involves contributing to the evaluation and processing of insurance applications and policies within the commercial transportation insurance sector.

Key Responsibilities

• Assist in reviewing and evaluating applications for alignment with company policies and underwriting guidelines.
• Collaborate with underwriters and brokers/agents to obtain and clarify application details.
• Review data such as financial statements, property valuations, and loss histories for risk assessment.
• Maintain underwriting files, ensuring proper documentation and approvals.
• Compile reports on risk evaluations, policy statuses, and portfolio performance.
• Potentially underwrite new and renewal policy transactions within established authority.
• Enter policy information according to template rules for assigned products, territories, and/or agencies.
• Proofread/audit policy information for assigned products, territories, and/or agencies.
• Assist in reviewing premium and loss data for individual accounts during renewal, change, or mid-term underwriting.
• Order and review required reports, endorsement requests, service requests, and correspondence.
• Research and respond to inquiries from brokers/agents.
• Provide necessary information to Processing for timely policy and endorsement issuance. May issue, process, or code transactions.
• Perform other assigned duties.

Requirements & Tech Stack

• Working knowledge of coverage and forms.
• Understanding of policy provisions for assigned territories/units.
• Familiarity with workflow and systems.
• Foundational written and verbal skills.
• Ability to work within standard, established authority limits.

Qualifications

• Associate's Degree in Business, Finance, or a related field, or equivalent experience.
• Procedural knowledge and skills to accomplish tasks.
• Works under close supervision and technical direction.
• Performs standard duties using often-complex processes/procedures on routine assignments.