Supports wholesale insurance brokers throughout the account lifecycle, including new business, renewals, market submissions, policy and invoice reviews, regulatory compliance, risk evaluation, reporting, and client service. The role manages documentation, resolves invoicing issues, supports referrals, monitors portfolio trends, and builds relationships with brokers, agents, carriers, and internal teams. It focuses on complex property and casualty risks within habitational business.

Coordinates insurance claims from submission through resolution, including reviewing documentation, verifying coverage, processing payments, investigating discrepancies, resolving complex issues, and supporting settlement decisions. Ensures compliance with regulations and company policies, maintains accurate records, assists policyholders and claimants, identifies workflow improvements, assesses fraud and processing risks, and collaborates with underwriting, legal, finance, and external experts.

The Underwriting Associate supports underwriters by analyzing applications, assessing risks, ensuring compliance, and managing documentation, collaborating across departments.