Novatae Risk Group

Associate Underwriter

Dallas, TX
Full Time
Mid Level
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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