Underwriting Support Associate, Account Manager

IAT Insurance Group

Underwriting Support Associate Account Manager providing support to insurance underwriters at IAT Insurance Group. Responsible for customer service and administrative tasks in a hybrid work environment.

Posted 7/17/2026full-timeSarasota • Arizona, Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in managing insurance documentation and client communications while maintaining strong relationships with underwriters and agents. Exhibits attention to detail and organizational skills in a fast-paced environment, ensuring compliance and accuracy in all processes.

Highest-signal resume keywords

Insurance ExperienceMicrosoft Office ProficiencyEffective Communication SkillsDetail OrientedOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Basic MathematicsProblem-Solving TechniquesDocument PreparationPolicy ReviewLoss Run Summarization

Soft Skills

Effective Written CommunicationEffective Verbal CommunicationAdaptabilityAction OrientedPriority Management

Tools & Technologies

Proprietary Rating SystemsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft Teams

Industry Keywords

UnderwritingClient CommunicationsPolicy EndorsementsComplianceRenewal Process

About the role

Key responsibilities & impact

Enters schedules into proprietary rating systems
Establishes and maintains good working relationships with underwriters and agents
Prepares account service-related documents such as proposals and other client communications and correspondence
Assists in renewal process, reviewing for accuracy and making requested renewal changes
Documents new business declines and non-renewals
Summarizes loss runs
Reviews all company correspondence to ensure applicability to client needs
Answers and processes internal information requests
Reviews Policies, Endorsements, and Reporters for accuracy and compliance
Follows up with agencies on policy subjectivities and other missing Underwriting information
Ensures all required documentation and communication is sorted and filed for ease of access
Retrieves loss cost reports and other various property rating reports as needed for Underwriter
Performs other duties as assigned

Requirements

What you’ll need

High School graduate or equivalent (Associates degree is preferred)
Equivalent is defined as having 2 years of relevant insurance experience
Knowledge of basic mathematics and problem-solving techniques
Mastery level PC and keyboarding skills
Effective written and verbal communication skills used for interaction with all levels of associates and/or external sources in a variety of settings
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams, etc.)
Must be detail and action oriented
Ability to work in fast-paced and deadline-driven production environment
Ability to organize, set and maintain priorities
Ability to adapt to change
Must be authorized to work in the United States and must not require, now or in the future, VISA sponsorship for employment purposes

Benefits

Comp & perks

26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off
7% 401(k) Company Match and additional Profit Sharing
Hybrid work environment
Numerous training and development opportunities to assist you in furthering your career
Healthcare and Wellness Programs
Opportunity to earn performance-based bonuses
College Loan Assistance Support Plan
Educational Assistance Program
Mentorship Program
Dress for Your Day Policy