Underwriting Assistant

Trean Insurance Group

Underwriting Assistant supporting the underwriting team through administrative tasks and facilitating the pre-underwriting process. Ensuring timely, informed underwriting decisions by managing submissions and communication.

Posted 6/23/2026full-timeValencia • California • 🇺🇸 United StatesMid-LevelSenior💰 $22 - $26 per hourWebsite

About the role

Key responsibilities & impact

Manage submission intake and track new business using Excel and Excel Online
Review and clear new business submissions
Enter submission data into the Policy Administration System to process rating worksheets
Communicate with agents to obtain required or missing information
Complete initial data entry on the Risk Analysis Worksheet (RAW)
Assign submissions to appropriate underwriters with attention to detail
Email policies and welcome kits to agents and policyholders
Process loss run and experience modification worksheet requests
Assist with preparation of renewal quotes
Bind and issue policies in the Policy Administration System
Process endorsements, including cancellations and reinstatements
Deliver proposals and quotes within established timeframes
Respond to internal compliance inquiries and external requests from agents, brokers, and policyholders
Participate in training, workshops, and conventions to stay current on workers’ compensation rules, regulations, and underwriting practices
Use resources such as IRMI and the NCCI website to enhance underwriting knowledge
Perform additional tasks and special projects as assigned

Requirements

What you’ll need

3–5 years of administrative experience preferred
Prior experience in workers’ compensation insurance strongly desired
Proficient in Microsoft Office, particularly Excel
Strong attention to detail with a high degree of accuracy
Ability to thrive in a fast-paced, customer-focused environment
Reliable and punctual, including in remote work settings
Receptive to direction with the ability to adapt to changing market conditions
Strong organizational and multitasking abilities
Excellent verbal and written communication skills
Capable of interpreting and following written, verbal, or diagrammed instructions
Maintains confidentiality of sensitive information
Demonstrated discretion, sound judgment, and strong administrative skills
Comfortable working remotely, with effective communication via Teams, email, and phone

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Trean Insurance Group Website LinkedIn All Job Openings 51 - 200 employees 💰 $50M Post-IPO Debt on 2022-08 Insurance Trean Insurance Group is a full-service insurance management and reinsurance consulting company. The company offers expertise in insurance and reinsurance accounting, claims, data, regulatory, and underwriting. Trean Insurance Group prides itself on being relationship-driven and acts as a true business partner to its clients, providing customized insurance and reinsurance solutions. With a focus on achieving client goals and developing profitable business, Trean Insurance Group combines underwriting, claims, loss control, and analytical expertise for successful, enduring partnerships. Underwriting Assistant Job not on LinkedIn 🔥 41 minutes ago 🏢🏡 Valencia – Hybrid 💵 $22 - $26 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior 📋 Underwriter Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Manage submission intake and track new business using Excel and Excel Online
Review and clear new business submissions
Enter submission data into the Policy Administration System to process rating worksheets
Communicate with agents to obtain required or missing information
Complete initial data entry on the Risk Analysis Worksheet (RAW)
Assign submissions to appropriate underwriters with attention to detail
Email policies and welcome kits to agents and policyholders
Process loss run and experience modification worksheet requests
Assist with preparation of renewal quotes
Bind and issue policies in the Policy Administration System
Process endorsements, including cancellations and reinstatements
Deliver proposals and quotes within established timeframes
Respond to internal compliance inquiries and external requests from agents, brokers, and policyholders
Participate in training, workshops, and conventions to stay current on workers’ compensation rules, regulations, and underwriting practices
Use resources such as IRMI and the NCCI website to enhance underwriting knowledge
Perform additional tasks and special projects as assigned 🎯 Requirements
3–5 years of administrative experience preferred
Prior experience in workers’ compensation insurance strongly desired
Proficient in Microsoft Office, particularly Excel
Strong attention to detail with a high degree of accuracy
Ability to thrive in a fast-paced, customer-focused environment
Reliable and punctual, including in remote work settings
Receptive to direction with the ability to adapt to changing market conditions
Strong organizational and multitasking abilities
Excellent verbal and written communication skills
Capable of interpreting and following written, verbal, or diagrammed instructions
Maintains confidentiality of sensitive information
Demonstrated discretion, sound judgment, and strong administrative skills
Comfortable working remotely, with effective communication via Teams, email, and phone Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data entryExcelPolicy Administration Systemrisk analysisloss run processingexperience modification worksheetrenewal quotes preparationpolicy bindingendorsement processing

Soft Skills

attention to detailorganizational skillsmultitaskingverbal communicationwritten communicationadaptabilitycustomer focuspunctualitydiscretionsound judgment