Underwriting Support Specialist

Required Skills & Experience

Candidate profile notes:

• High school diploma or equivalent required; associate's degree preferred but not required.
• 1-3 years of experience in insurance operations, underwriting support, or a related administrative role (WC or commercial P&C preferred but not required).
• Strong attention to detail and organizational skills; comfortable managing high submission volumes.
• Working knowledge of standard insurance documentation (ACORD forms, loss runs, experience mods) is a plus. Will train motivated candidates without direct experience.
• Proficient in Excel and comfortable learning underwriting/CRM systems (e.g., Salesforce).
• Clear written communication for status updates and follow-up requests.
• Ability to work independently against a checklist while knowing when to escalate.

Job Description

Key Responsibilities

• Review new and renewal WC submissions against a standard document checklist (e.g., loss runs, ACORD applications, payroll/class code breakdowns, experience mods, prior carrier declarations, NCCI/state rating data).
• Identify missing, incomplete, or expired documents and log them as open pending items.
• Track outstanding items through resolution, following up with internal partners (sales, service teams) or external sources as directed.
• Maintain accurate status notes in the underwriting system/Salesforce so pipeline status is always current.
• Flag inconsistencies between submitted documents (e.g., payroll figures that don't match across forms, NAICS/class code mismatches) for underwriter review. Identification only, not judgment calls on acceptability.
• Prioritize and triage submission queues by target effective date and aging of open items.
• Support SLA/turnaround-time tracking and produce basic status reporting for team leads.
• Escalate submissions with unusual complexity, red flags, or non-responsive partners to senior underwriting staff.
• Maintain familiarity with standard WC submission requirements across multiple states/jurisdictions.