Novatae Risk Group
Associate Underwriter
Dallas, TX - Full Time
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
Qualifications
Education/Experience Requirements
Technical Skills & Experience
Required Technical Experience
License/ Certification Requirements
#LI-MF1
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
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
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
- 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
- Property and Casualty Insurance License
#LI-MF1
