Small Business Underwriting Trainee

About the Role

The Small Business Underwriting Trainee, working under direct supervision, is responsible to acquire knowledge, experience, skills, and business acumen in the assigned area. The role completes educational, work, and relationship-building experiences, participates and engages in all assignments/experiences, solicits feedback regarding performance, and closes gaps in knowledge, skills, and business acumen. This role establishes a strong foundation by building relationships and identifying resources that will help in their career.

Key Responsibilities

• Works to acquire knowledge, experience, skills, and business acumen in the assigned area for development towards becoming a professional.
• Assists leaders, teams, or business units with assigned work, including project work and coverage of day-to-day activities.
• Develops business acumen through interactions and shadowing with other professionals.
• Attends business unit meetings, executes research, and creates and delivers presentations as assigned.
• Prepares for and engages in one-on-one, online, and on-the-job learning/educational assignments/experiences.
• Develops operating knowledge of Company standardized hardware, software programs, third-party software, and processing procedures.
• Works toward developing an understanding of key concepts and appropriate business skill application through learning programs, structured on-the-job experiences, and active participation in team building, observation, and practice activities.
• Solicits reinforcing and constructive feedback from leaders, peer coaches, and others and incorporates feedback into development.
• Identifies resources, best practices, and external networking opportunities to monitor pertinent industry activity and trends.
• Maintains awareness, understanding, and compliance with internal policies and procedures, laws, and regulations appropriate for this position.

Requirements & Tech Stack

• High School Diploma or General Education Diploma (GED) and/or commensurate experience.
• Bachelor's degree in Risk Management, Finance, or Business preferred.
• Hybrid work arrangement (three or more days per week in the office).
• Start Date: June 2027

Technical Skills

• Business Analysis
• Data Management
• Data Entry
• Insurance Operations
• Insurance Policies
• Insurance Industry Knowledge
• Information Systems
• Data Analysis and Reporting

Behavioral Competencies

• Collaborates
• Customer focus
• Communicates effectively
• Decision quality
• Nimble learning