Senior Commercial Lines Underwriting Assistant

Activate Staffing Lake Oswego, OR

Provides direct clerical and technical assistance, under minimum supervision, of a processing nature to facilitate work-flow and maintains underwriting files in order to expedite underwriting decisions on all property casualty submissions and requests.

  • May contact insured policyholders directly to obtain phone survey and premium audit information and creates reports for the underwriters containing the information.
  • Communicates directly with producers, vendors, and home office personnel, verbally an in writing, as required.
  • Secures underwriting information as requested.
  • Prepares general business letters, emails, correspondence and miscellaneous forms including Excel worksheets.
  • Performs miscellaneous clerical duties, i.e., faxing, photocopying, filing, organizing and updating files, diary maintenance, etc.
  • Organizes new electronic account files in conformance with Underwriting Manual format.
  • Processes endorsements, premium audits, and other transactions as directed by underwriter.
  • Prepares mail and packages to be sent out and collects incoming mail and deliveries.
  • Receives, responds and re-directs inquiries from producers, principals, lenders and home office personnel.
  • Issues new policies and orders loss control.
  • Assists in training co-workers as needed or requested by Senior Vice President or Senior Underwriter/Administrative Supervisor.
  • May underwrite renewals within letter of authority, and assists underwriters with underwriting of new submissions/renewals beyond letter of authority.
  • Maintains regular attendance and is punctual
  • Underwrites and issues audits.


  • Can multi-tasks under pressure
  • Analyzes and processes diverse information
  • Identifies and resolves problems in a timely manner
  • Conveys a demeanor that is professional yet approachable, positive and supportive of others (employees, customers, vendors, etc.)
  • Responds well to changes in the work environment
  • Promotes teamwork
  • Looks for ways to improve and promote quality
  • Prioritizes and plans work activities
  • Demonstrates accuracy and thoroughness; and meets productivity and underwriting integrity standards for the BIS Underwriting Home Office.


  • High School diploma or equivalent
  • 3-5 years of property casualty insurance experience
  • Experience performing in-house premium audits and knowledge of ISO Premium Audit Advisory Service (PAAS) audit rules or other similar experience
  • College level courses or an insurance related designation are preferred