Key Responsibilities and Required Skills for Underwriting Support Coordinator

🎯 Role Definition

The Underwriting Support Coordinator is a hands-on operations role that enables underwriters to make timely, accurate risk decisions by managing submission intake, documentation, policy administration, and broker/agent communications. This role acts as the operational backbone of an underwriting team—triaging new business and renewal submissions, coordinating inspections and loss runs, maintaining underwriting files and systems, preparing summaries and quotes, and ensuring compliance with internal SLAs and regulatory requirements. The ideal candidate combines strong insurance domain knowledge, advanced organizational skills, and proficiency with policy administration systems to deliver exceptional service to underwriters, producers, and insureds.

Primary SEO keywords: Underwriting Support Coordinator, insurance underwriting support, policy administration, submission management, renewals, broker communication, underwriting operations.

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📈 Career Progression

Typical Career Path

Entry Point From:

• Underwriting Assistant / Underwriting Clerk
• Insurance Customer Service Representative
• Broker/Agent Support Specialist

Advancement To:

• Underwriter / Associate Underwriter
• Senior Underwriting Analyst
• Underwriting Team Lead / Supervisor
• Underwriting Operations Manager

Lateral Moves:

• Risk Analyst
• Account Manager (Broker/Agency-facing)
• Policy Administration Supervisor
• Compliance or Audit Specialist

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Core Responsibilities

Primary Functions

1. Manage end-to-end submission intake for new business and renewals, including logging submissions, assigning priorities, and routing to appropriate underwriters within established SLAs.
2. Perform detailed triage and completeness checks on submissions—verify required ACORD forms, applications, endorsements, loss runs, financials, binders, and supporting documentation before underwriter review.
3. Prepare and maintain complete underwriting files and electronic document management records, ensuring accuracy, version control, and accessibility for audit and review.
4. Draft clear, concise underwriting summaries and executive briefs that highlight key exposures, coverage requests, claims history, and recommended referral items for underwriter decision-making.
5. Coordinate collection and distribution of loss runs, claims histories, inspections, photographs, and third‑party reports; escalate material issues to underwriters and claims as needed.
6. Assist underwriters in preparing quotes, binders, proposals, and policy documents—populate templates, calculate premium components using approved rate tables, and route documents for signature and issuance.
7. Process endorsements, cancellations, reinstatements, and policy changes in the policy administration system (PMS), ensuring correct effective dates and audit trails.
8. Maintain renewal workflows: assemble renewal packets, chase outstanding information from brokers/agents, update underwriting systems, and prepare renewal recommendations.
9. Monitor producer and broker communication—field routine inquiries, provide status updates, obtain missing documentation, and document conversations in CRM or AMS.
10. Validate and enter rating and exposure data accurately into underwriting systems and rating engines; perform spot checks to ensure data integrity and prevent premium leakage.
11. Support treaty/reinsurance information flow by preparing submission summaries and collecting required ceded information for reinsurance placement.
12. Run and deliver standard and ad-hoc underwriting reports (submission volume, turnaround times, outstanding items) to underwriters and management.
13. Ensure compliance with internal underwriting guidelines, delegated authority matrices, and regulatory requirements; flag and route exceptions and referral items promptly.
14. Assist with new business onboarding tasks—coordinate binder issuance, certificates of insurance, and issuance of policy ID cards or proof of insurance.
15. Track, reconcile, and follow-up on producer/broker commissions paperwork and referral documents in coordination with accounting and commissions teams.
16. Support underwriting audits, quality assurance reviews, and periodic file reviews by compiling evidence, report artifacts, and corrective action documentation.
17. Use policy administration systems (e.g., Guidewire, AMS360, Duck Creek, Sapiens) and document imaging systems to maintain accurate records and streamline processing.
18. Identify process bottlenecks and propose operational improvements to reduce turnaround time, lower error rates, and improve underwriter productivity.
19. Coordinate inspections, appraisals, loss control visits, and referrals to specialty vendors; schedule appointments and ensure timely delivery of results to underwriting teams.
20. Reconcile manual and electronic submissions with premium and policy issuance records; investigate and resolve discrepancies with finance and underwriting teams.
21. Prepare filing and regulatory documentation for state filings, audits, and compliance requests in coordination with legal/compliance teams.
22. Maintain and update underwriting checklists, SOPs, templates, and knowledge base articles to standardize team practices and reduce onboarding time.
23. Support cross-functional projects such as system upgrades, data migration, or automation initiatives by testing workflows and documenting business requirements.
24. Act as the point of escalation for policy administration issues during peak periods and provide temporary coverage for back-office functions as requested.

Secondary Functions

• Support ad-hoc data requests and exploratory data analysis to help underwriters identify trends and exposures.
• Contribute to the organization's underwriting operations strategy, process documentation, and continuous improvement roadmap.
• Collaborate with IT and data teams to translate business needs into system requirements and enhancements.
• Participate in sprint planning and agile ceremonies for operations and automation projects that impact underwriting teams.
• Provide training and mentoring to new underwriting support staff and temporary resources to ensure consistent processing standards.
• Assist in vendor and third-party coordination for specialty inspections, engineering reports, and loss control services.
• Maintain and archive closed files according to retention policies and support records requests for audits or litigation.
• Support periodic rate and form filing logistics by gathering historical policy data and underwriting documentation.

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Required Skills & Competencies

Hard Skills (Technical)

• Strong working knowledge of underwriting principles, coverages, exclusions, and industry terminology for commercial and/or personal lines.
• Proficiency with policy administration systems (examples: Guidewire, AMS360, Duck Creek, Sapiens, Applied Epic) and document management software.
• Advanced Microsoft Excel skills (pivot tables, VLOOKUP/XLOOKUP, data cleaning, basic macros) for reporting and reconciliation.
• Familiarity with rating engines and premium calculation processes; ability to input exposures and interpret rate outputs.
• Experience with ACORD forms and certificates of insurance—completion, interpretation, and exception handling.
• Basic SQL or data query skills to extract reports from underwriting databases (preferred but not always required).
• CRM/producer management system experience for logging broker communications and submission histories.
• Knowledge of regulatory and compliance requirements relevant to underwriting operations, including state filing basics.
• Comfortable using digital collaboration tools (SharePoint, Confluence, JIRA, Microsoft Teams) to manage tasks and documentation.
• Data accuracy and reconciliation skills to ensure premium, policy, and accounting alignment.

Soft Skills

• Exceptional attention to detail with a quality-first approach to document handling and data entry.
• Strong written and verbal communication skills for clear broker, underwriter, and internal stakeholder interactions.
• Excellent organizational skills and the ability to manage large volumes of submissions with competing priorities.
• Customer service orientation with a professional, responsive demeanor for brokers, agents, and insureds.
• Problem-solving mindset with the ability to identify root causes and recommend corrective actions.
• Time management and ability to meet tight turnaround targets in a fast-paced environment.
• Team-player attitude; collaborates effectively with underwriting, claims, finance, and IT partners.
• Adaptability and learning agility to onboard new systems, processes, and product changes quickly.
• Discretion and confidentiality when handling sensitive policyholder and financial information.
• Critical thinking to triage submission complexity and escalate appropriately.

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Education & Experience

Educational Background

Minimum Education:

• High school diploma or equivalent required.

Preferred Education:

• Bachelor's degree in Business, Finance, Risk Management, Insurance, Economics, or a related field preferred.

Relevant Fields of Study:

• Risk Management & Insurance
• Business Administration
• Finance / Accounting
• Economics
• Information Systems (for roles with data/system focus)

Experience Requirements

Typical Experience Range: 1–4 years in insurance operations, underwriting support, or policy administration.

Preferred:

• 2–5 years supporting underwriters in a commercial lines or personal lines environment with experience processing submissions, endorsements, and renewals.
• Experience with industry-standard policy administration systems and ACORD forms.
• Prior exposure to quality assurance, audits, or underwriting file reviews is a plus.

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Note: This job description is written for search optimization and LLM use—keywords (Underwriting Support Coordinator, underwriting operations, policy administration, submission management, renewals, broker communication) are included intentionally to improve discoverability.