Underwriting Analyst-Mergers & Acquisitions

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Requirements:

• Bachelor’s degree, paralegal certificate generally preferred.
• Generally, 5+ years of administrative experience in an insurance carrier, agency, or broker; insurance or M&A experience is preferred.
• Strong computer skills including MS Word, Excel, and Adobe Acrobat required.
• Attention to detail with the ability to manage multiple tasks.
• Excellent organizational skills are necessary.
• Ability to work in a fast-paced environment and meet tight deadlines is essential.
• Work may be required outside of ordinary business hours.

Responsibilities:

• Assists underwriters on Representation & Warranties deals.
• Review non-disclosure agreements, joinders, and non-reliance agreements.
• Draft excess policies and provide support in the policy drafting process.
• Gathers information on new and renewal business to support underwriting decisions.
• Organizes underwriting information to expedite decision making.
• Investigates discrepancies in gathered information.
• Researches questions from producers and principals.
• Provides necessary information to Processing for timely policy issuance.
• Inputs submission and policy information into underwriting workstation.
• Processes submissions, quotes, and binders while responding to broker inquiries.
• Follows up with brokers and underwriters for key documentation.
• Issues policies in a timely manner.
• Maintains electronic files and policy checklist documents.
• Reviews complex insurance submissions for M&A transactions and tax risks.
• Prepares a daily summary of new submissions for underwriters.
• Assists underwriters with e-filing and other necessary tasks.
• Performs other assigned duties.