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Underwriting Assistant Jobs in Santa Rosa, CA (NOW HIRING)

Balavant Employee Services Inc

Underwriter

Novato, CA · On-site

This individual is building their technical underwriting foundation across one or more specialty product areas while developing the broker relationships, analytical instincts, and risk judgment that ...

The Doctors Management Company

Senior Underwriter

Napa, CA · On-site

$111K - $132K/yr

You will have the opportunity to assist management in training of other underwriting staff. You will interact with employees, company managers, policyholders, agents, patient safety, claims and legal ...

HUB

Senior Underwriter, Insurance

Napa, CA · On-site

$80K - $150K/yr

The Underwriting Position: Provides underwriting and marketing support for the SPG Transportation - Moving and Storage Program. The strongest candidates will have a minimum of 10+ years of commercial ...

Haystack Consultants

Senior Investment Associate

Napa, CA · On-site

$120K - $160K/yr

Lead and support financial modeling and underwriting for new acquisitions * Analyze market data, rent comps, and investment assumptions * Assist with and help manage due diligence and transaction ...

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Underwriting Assistant information

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How much do underwriting assistant jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for underwriting assistant in Santa Rosa, CA is $24.88, according to ZipRecruiter salary data. Most workers in this role earn between $20.48 and $28.12 per hour, depending on experience, location, and employer.

What is an underwriting assistant?

An underwriting assistant, or underwriting service assistant, helps a lead underwriter to process applications for mortgages, credit, or insurance. Whether you work in the banking or insurance industry, your primary responsibility is to support your company’s underwriters. This includes obtaining relevant documents and client information so that the underwriter can assess their eligibility, and maintaining accurate records on all applicants and approval processes. Since you often work directly under a single underwriter, specific duties vary depending on your supervisors working style. You need an associate degree in finance or economics for a career as an underwriting assistant, but most employers prefer candidates to hold a bachelor’s degree. Organizational and administrative skills are crucial for this field.

What are the key skills and qualifications needed to thrive as an underwriting assistant, and why are they important?

To thrive as an Underwriting Assistant, you need strong organizational abilities, attention to detail, and a foundational understanding of insurance principles, usually supported by a high school diploma or some college coursework. Familiarity with underwriting software, document management systems, and proficiency in Microsoft Office are commonly required. Excellent communication, multitasking, and teamwork skills help you effectively support underwriters and coordinate with clients or brokers. These capabilities are vital for ensuring accurate, efficient processing of insurance applications and contributing to the overall success of the underwriting team.

What are some typical challenges an underwriting assistant might face when supporting multiple underwriters, and how can they manage these effectively?

Underwriting Assistants often juggle supporting several underwriters simultaneously, which can present challenges in prioritizing tasks and managing tight deadlines. Effective communication and strong organizational skills are essential to stay on top of document processing, application reviews, and data entry. Leveraging technology, such as workflow management systems, and proactively clarifying priorities with underwriters can help maintain accuracy and efficiency. Building a collaborative relationship with both underwriters and other support staff also ensures smoother workflow and reduces bottlenecks.

What is the difference between Underwriting Assistant vs Insurance Underwriter?

AspectUnderwriting AssistantInsurance Underwriter
CredentialsHigh school diploma or equivalent; some roles may require insurance licenses or certificationsBachelor's degree in finance, business, or related field; professional certifications like CPCU are common
Work EnvironmentOffice setting, supporting underwriting teams, handling administrative tasksOffice environment, analyzing risk, making coverage decisions
Job ResponsibilitiesData entry, document review, assisting underwriters, preparing reportsAssessing risk, approving or denying insurance applications, setting premiums

While both roles are integral to the insurance industry, an Underwriting Assistant primarily provides administrative and support functions, whereas an Insurance Underwriter makes critical risk assessments and coverage decisions. The Underwriting Assistant supports the underwriting process, enabling underwriters to focus on evaluating risks and setting policies.

How much do underwriting assistants earn?

Underwriting assistants typically earn between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those with specialized skills can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

Is an underwriting assistant a good job?

An underwriting assistant plays a key role in insurance companies by supporting underwriters with data analysis, document review, and policy processing. The job typically requires attention to detail, strong organizational skills, and familiarity with insurance software. It can offer stable employment and opportunities for career advancement in the insurance industry.

Is underwriting a tough job?

Underwriting is a detail-oriented role that involves assessing risks and making decisions based on financial and personal information. It can be challenging due to the need for accuracy, compliance with regulations, and sometimes tight deadlines, but it also offers opportunities for skill development and career growth.
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Underwriting Assistant jobs near you
Infographic showing various Underwriting Assistant job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $51,741 per year, or $24.9 per hour.

Senior Vice President of Underwriting

Novato, CA • On-site

Balavant Employee Services Inc
See more jobs at Balavant Employee Services Incexternal

Full-time

Re-posted 29 days ago

Job description

Description:

Position Overview

The Senior Vice President (SVP) of Underwriting serves as the executive leader responsible for defining and executing the underwriting strategy across the organization’s E&S commercial lines platform. This individual owns full accountability for underwriting vision, profitable growth, and disciplined risk management across a specialty product portfolio. The SVP partners closely with the Executive Management Team and carrier partners to drive product innovation, strengthen distribution relationships, and scale their business unit P&L sustainably. This is a highly visible leadership role requiring both strategic vision and a deep, hands-on command of the surplus lines marketplace.


Key Responsibilities

Strategic Leadership & Vision

  • Define and deliver the strategic roadmap for E&S underwriting, product development, and program expansion across the specialty lines portfolio.
  • Serve as the executive leader accountable for underwriting vision, profitability, and growth strategy within a specialty lines of business.
  • Partner executive team to grow the business, optimize performance, and build scalable processes that support long-term success.
  • Identify and lead initiatives to expand into new E&S markets, specialty lines, niche programs, or product opportunities aligned with carrier appetite and market demand.
  • Represent the underwriting function to executive leadership, regulators, reinsurers, and industry partners.

Underwriting Oversight & Excellence

  • Establish companywide underwriting policies, appetite, and risk tolerance.
  • Ensure underwriting profitability through strong management of loss ratios, retention, and rate adequacy.
  • Implement KPIs and dashboards to monitor performance, financial results, risk exposure, and customer satisfaction.
  • Oversee regulatory compliance and ensure adherence to all legal, financial, and operational standards.
  • Champion consistency, rigor, and data-informed decision-making across all underwriting functions.

Talent, Management & Culture

  • Build, lead, and mentor a high-performing underwriting team across multiple programs.
  • Foster a culture of accountability, collaboration, innovation, and compliance.
  • Drive talent development, succession planning, and leadership continuity.
  • Serve as a visible, values-based leader who models professional excellence and operational discipline.

Financial Performance & Analytics

  • Contribute to annual budget planning and P&L management, ensuring alignment with corporate financial goals.
  • Use analytics and data-driven insights to evaluate underwriting performance, identify trends, and inform pricing and portfolio strategy.
  • Drive initiatives to enhance expense efficiency, pricing accuracy, and operational productivity.
Requirements:

Qualifications & Experience

  • 12+ years of progressive leadership experience in underwriting, risk management, or insurance operations within an E&S, surplus lines, MGA, or program-driven environment.
  • Deep  expertise in at least one E&S specialty line, including but not limited to, E&S Casualty, Professional Liability (E&O), Management Liability (D&O / EPLI), Cyber, Construction & Contracting Specialty, Environmental Liability, or Medical Professional and Commercial Liability. Demonstrated ability to lead that line as a standalone product with full ownership of underwriting strategy, appetite, and performance.
  • Proven track record of driving profitable growth through new product launches, market expansion, or improved performance metrics.
  • Strong analytical and financial acumen, with proficiency in data-driven decision-making.
  • Experience with operational scaling, technology adoption, or insurance innovation a strong plus.
  • Exceptional leadership, communication, and stakeholder management skills.
  • Bachelor’s degree required

Personal Attributes

  • Strategic thinker with the ability to execute tactically when needed.
  • High integrity and sound judgment with a strong sense of risk awareness.
  • Resilient, adaptable, and effective in a fast-paced, evolving environment.
  • Collaborative leader who builds trust and alignment across teams.
  • Results-oriented, metrics-driven, and committed to continuous improvement.