Note: The job is a remote job and is open to candidates in USA. Crum & Forster is a well-established insurance company that provides specialty and standard commercial lines insurance products. The Underwriting Assistant will support underwriting operations by providing pre-quote transaction support, processing bind orders, and ensuring accurate policy issuance while contributing to a collaborative team environment.
Responsibilities
- Provide underwriting with pre-quote transaction support, including but not limited to:
- Validate data entry into underwriting workbooks and systems, such as auto classification, GL classification, schedule of underlying, and losses
- Assist in the verification of proper documentation regarding coverage and limits prior to completing transactions
- Communicate, as needed, with producers to obtain information required to complete transactions
- Assume responsibility for completion of the transaction after underwriting binds an account, including but not limited to:
- Review and process bind orders, ensuring all required information is complete and accurate prior to policy issuance
- Utilize various internal systems to complete policy drafting, verify data accuracy of drafted policy, approve policy drafts within authority, set-up within our internal electronic document management system, and follow-up for underwriter approval for accounts outside authority
- Complete booking of premium within appropriate system, and confirm premium posted properly
- Issue approved policies, perform review of underlying policies, report policy data to third party reporting agencies such as the Workers Compensation bureaus and the Department of Motor Vehicles, and resolve criticisms from those reporting agencies in a timely manner
- Process post-bind transactions, including subjectivity and inspection follow-up, endorsements, cancellations, and reinstatements
- Contribute to the Crum & Forster team environment and continuous improvement philosophy:
- Communicate and collaborate with other departments within the corporation to answer policy questions, resolve issues, and identify ways to streamline processes
- Review and report on monthly Pended Transaction Report and Un-mailed report by Profit Center
- Sustain cross-training capabilities for other Profit Centers to support production needs
- Performs all other duties and special projects as assigned
Skills
- High school diploma or GED required
- Exceptional attention to detail, organizational skills and ability to take initiative
- Excellent math and data analysis skills; comfortable interpreting and manipulating report data
- Highly motivated with a positive outlook, able to multi-task in a fast-paced environment
- High level of accuracy in reviewing documents, entering data, and processing transactions
- Ensuring all information is complete, correct, and compliant with company standards
- Excellent verbal and written communication skills
- Ability to review and interpret complex data
- Strong problem-solving skills to identify discrepancies and resolve issues
- Collaborating with underwriters, other assistants, and cross-functional teams to achieve departmental goals
- Willingness to share information, support teammates, and contribute to a positive and productive work environment
- Provides quality and timely service to internal and external customers
- Proficient in Microsoft Word, Excel, Outlook, and SharePoint, as well as other internet-based technologies required by the role
- Exceptional attention to detail, ability to multi-task, and work in a fast-paced environment to meet SLAs
- College degree preferred
- Strong expertise in surplus lines policy issuance and post-bind operations preferred
Benefits
- Competitive compensation package
- Generous 401K employer match
- Employee Stock Purchase plan with employer matching
- Generous Paid Time Off
- Excellent benefits that go beyond health, dental & vision.
- A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
- A dynamic, ambitious, fun and exciting work environment
- Matching donation program
- Volunteer opportunities
- An employee-driven corporate giving program that lets you participate and support your community
Company Overview
- Crum & Forster specializes in commercial insurance, claims, risk assessments as well as accident and health insurance. It was founded in 1822, and is headquartered in Morristown, New Jersey, USA, with a workforce of 1001-5000 employees. Its website is https://www.cfins.com/.
Company H1B Sponsorship
- Crum & Forster has a track record of offering H1B sponsorships, with 2 in 2026, 7 in 2025, 10 in 2024, 3 in 2023, 12 in 2022, 9 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.