What are the responsibilities and job description for the Underwriting Assistant position at Ashley Wholesale Brokerage?
Company Description Ashley Wholesale Brokerage is a Texas-based insurance brokerage with deep expertise in the state’s unique insurance needs. All accounting, processing, and underwriting operations are handled locally in Conroe, TX, ensuring timely and professional service for clients and agents. The team works closely with contracted agents who share a commitment to integrity, hard work, and long-term success. Ashley Wholesale Brokerage emphasizes responsive support, strong relationships, and a collaborative approach to delivering effective insurance solutions.
Role Description The Underwriting Assistant is a full-time, on-site role based in Conroe, TX, supporting underwriters in the evaluation and processing of insurance submissions. Responsibilities include reviewing applications and supporting documents for completeness, entering and maintaining accurate data in underwriting and policy management systems, and assisting with pricing, quoting, and policy issuance. The role involves communicating with agents to obtain additional information, clarify underwriting requirements, and provide status updates on accounts. The Underwriting Assistant also helps prepare reports, maintain organized files, and ensure that underwriting guidelines and company procedures are followed. This position requires consistent collaboration with underwriting, accounting, and customer service teams to support efficient and compliant operations.
Qualifications
- Candidates should possess strong analytical skills to review risk information, identify discrepancies, and support sound underwriting decisions.
- Candidates should possess effective communication skills, including clear written and verbal communication with underwriters, agents, and internal teams.
- Candidates should possess knowledge of insurance concepts and terminology, with prior experience in an insurance or brokerage environment preferred.
- Candidates should possess customer service skills to respond professionally to agent inquiries and provide timely, accurate information.
- Candidates should possess fundamental underwriting support skills, including familiarity with underwriting guidelines and documentation processes.
- Additional beneficial qualifications include strong attention to detail, proficiency with office and insurance software systems, ability to manage multiple tasks, and a commitment to ethical, team-oriented work.
- High school diploma or equivalent required; an associate or bachelor’s degree in business, finance, or a related field is a plus.