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Associate Underwriter

Novatae Risk Group

Dallas, TX

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
ARM (Advanced RISC Machine), Analysis Skills, Banking Services, Brokerage, Communication Skills, Corporate Compliance, Customer Relationship Management (CRM), Customer Retention/Renewal, Data Analysis, Data Entry, Detail Oriented, Document Management, Documentation, File Maintenance, Finance, Financial Statements, Insurance, Insurance Certifications, Insurance Underwriting, Maintain Compliance, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Organizational Skills, Pivot Tables, Policy Development, Portfolio Analysis, Presentation/Verbal Skills, Problem Solving Skills, Property and Casualty Insurance, Regulations, Risk, Risk Analysis, Risk Management, Time Management, Underwriting, Wholesale Industry, Writing Skills
LOCATION
Dallas, TX
POSTED
1 day ago
The Associate Underwriter at Novatae Risk Group is a critical role within our Wholesale Insurance division, responsible for supporting the underwriting team in assessing, evaluating, and managing risks associated with insurance submissions. The Associate Underwriter will manage a substantial book of renewal business while also handling tasks associated with new and renewal accounts.

Key Responsibilities
  • Review insurance applications, loss runs, financial statements, and supporting documentation
  • Analyze risk characteristics and assist in underwriting decisions within established guidelines
  • Prepare quotes, binders, endorsements, and policy documentation
  • Support senior underwriters in managing renewals and new business submissions
  • Maintain accurate underwriting files and documentation in agency management and underwriting systems
  • Communicate with brokers, agents, and clients regarding underwriting requirements and policy information
  • Monitor pending items, renewals, and follow-up activities to meet service standards
  • Assist with portfolio analysis, reporting, and data entry
  • Ensure compliance with company underwriting guidelines, regulatory standards, and internal procedures
Qualifications
Education/Experience Requirements
  • Bachelor’s degree and / 1–3 years of insurance, underwriting, banking, finance, or related analytical experience  
  • Relevant insurance coursework, certifications, or internships are a plus
  • Progress toward industry designations such as CPCU, AU, or ARM is preferred but not required
Technical Skills & Experience
Required Technical Experience
  • Proficiency with Microsoft Office Suite, especially:
    • Excel (data analysis, formulas, pivot tables)
    • Outlook
    • Word
  • Experience using:
    • Underwriting platforms
    • Policy administration systems
    • CRM or agency management software
    • Document management systems
Additional Skills
  • Strong analytical and problem-solving abilities
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities in a deadline-driven environment
  • High attention to detail and accuracy
  • Strong organizational and time management skills
License/ Certification Requirements
  • Property and Casualty Insurance License

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Novatae Risk Group

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