Underwriting Assistant

Canopius Group

. Support the underwriting process and policy lifecycle end-to-end .

Posted 10/6/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $55,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in underwriting processes, policy lifecycle management, and effective communication with brokers. Proficient in data management and financial analysis within the insurance domain.

Highest-signal resume keywords

Underwriting Process SupportPolicy Administration System ProficiencyCatastrophe ModellingMicrosoft O365 Tools ProficiencyInsurance Industry Exposure

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Underwriting Rules AnalysisTransaction ProcessingQuote Letter PreparationSurplus Lines Producer LicensingPolicy IssuanceReinsurance Certificate IssuancePremium Invoice GenerationEndorsement IssuanceBroker of Record Transaction ProcessingSanctions Checks

Soft Skills

Organizational SkillsCritical ThinkingAttention to DetailProblem-Solving SkillsCommunication Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft SharePointMicrosoft Teams

Industry Keywords

InsuranceUnderwritingPolicy LifecycleBroker LiaisonCeded Facultative Reinsurance

About the role

Key responsibilities & impact

Support the underwriting process and policy lifecycle end-to-end
Support underwriters in acquiring and retaining business
Work directly with brokers to obtain information, fulfill servicing needs and resolve issues
Liaise with Canopius functions on data, servicing and cash flow issues
Clear new business submissions and follow up on missing broker information
Initiate sanctions checks and escalate hits to underwriters
Perform pre-analysis/triage of new and renewal submissions against underwriting rules and guidelines
Prepare quote letters and binder documents
Perform catastrophe modelling when required
Process transactions in the policy administration system
Obtain surplus lines producer licensing information for non-admitted business
Maintain accurate electronic underwriting files
Issue policies and reinsurance certificates where applicable
Obtain renewal and loss information
Generate premium invoices and support collections and discrepancy resolution
Issue endorsements and process cancellations
Follow up with brokers on outstanding subjectivities
Support ceded facultative reinsurance administration
Process broker of record transactions
Ensure policies are issued within SLA timeframes and booked before monthly closing
Participate in system testing, enhancements and assigned projects

Requirements

What you’ll need

Excellent organizational skills and ability to multi-task in a fast-paced environment
Ability to work under pressure as part of a small team and work independently
Strong critical thinking skills
Excellent written and verbal communication skills
Strong attention to detail and focus on quality/accuracy
Ability to work and learn with a sense of urgency
Effective problem-solving skills
Proficiency with Microsoft O365 tools, including Word, Excel, PowerPoint, Outlook, SharePoint and Teams
Basic financial statement knowledge or interest to learn
Prior insurance exposure required

Benefits

Comp & perks

Hybrid working
Competitive base salary
Non-contributory 401k
Discretionary bonus
Medical, dental and vision insurance
Other benefits supporting financial, physical, social and psychological health