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Underwriting Service Representative Jobs (NOW HIRING)

Collaborates with Renewal Underwriting Service Branch to maximize efficiency of qualifying business ... Represents Financial Lines in the marketplace amongst brokers, customers, competitors, and industry ...

Underwriting Account Representative Position Responsibilities : The Underwriting Account ... The company is distinguished by its extensive product and service offerings, broad distribution ...

Senior Underwriter, PNP

San Diego, CA · On-site

$100K - $135K/yr

Collaborates with Renewal Underwriting Service Branch to maximize efficiency of qualifying business ... Represents Financial Lines in the marketplace amongst brokers, customers, competitors, and industry ...

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Underwriting Service Representative information

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$18

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$22

How much do underwriting service representative jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for underwriting service representative in the United States is $21.15, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $21.63 per hour, depending on experience, location, and employer.

What are some common challenges faced by Underwriting Service Representatives, and how can they be addressed?

Underwriting Service Representatives often encounter challenges such as managing high volumes of policy applications, ensuring accuracy under tight deadlines, and effectively communicating with both underwriters and clients. Balancing administrative tasks with the need to quickly resolve discrepancies can be demanding. Developing strong organizational skills, attention to detail, and maintaining open lines of communication with team members can help address these challenges and contribute to a smoother workflow.

What does an Underwriting Service Representative do?

An Underwriting Service Representative assists underwriters by gathering and reviewing information needed to evaluate insurance applications. They handle administrative tasks such as data entry, document management, and communicating with agents or clients to obtain missing details. Their work ensures that policies are processed efficiently and accurately, supporting the overall underwriting process. This role is crucial for maintaining smooth operations within insurance companies and helping underwriters make informed decisions.

What are the key skills and qualifications needed to thrive as an Underwriting Service Representative, and why are they important?

To thrive as an Underwriting Service Representative, you need strong analytical skills, attention to detail, and a solid understanding of insurance principles, typically supported by a high school diploma or associate degree. Familiarity with insurance management systems, document processing tools, and sometimes certifications like AINS or CPCU are common in this role. Excellent communication, organizational abilities, and customer service skills help you excel when liaising between clients, agents, and underwriters. These skills are vital to ensure accuracy, efficiency, and outstanding client service in supporting the underwriting process.

What is the difference between Underwriting Service Representative vs Claims Processor?

AspectUnderwriting Service RepresentativeClaims Processor
CredentialsTypically requires insurance-related certifications or licensesOften requires claims processing certifications or relevant experience
Work EnvironmentOffice setting, interacting with underwriters and clientsOffice setting, reviewing and processing insurance claims
Employer & IndustryInsurance companies, underwriting departmentsInsurance companies, claims departments
Search & Comparison IntentUnderstanding roles in insurance underwriting and serviceDifferences between claims processing roles

The Underwriting Service Representative focuses on supporting the underwriting process, assessing risk, and maintaining client relationships. In contrast, a Claims Processor handles the review and settlement of insurance claims. Both roles are essential in the insurance industry, often requiring similar certifications and working within the same environment, but they serve different functions in the insurance lifecycle.

More about Underwriting Service Representative jobs

$16.50 - $22.50/hr

Full-time

Posted 29 days ago


Job description

Job Description-Customer Service Representative

Summary

Customer Service Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer Service Representatives will analyze, clarify, and resolve policy and account-related questions.

Client Relationship Management duties include but are not limited to:

  • Must be licensed in P&C and Life/Health by the end of six months
  • Determine customer requirements and expectations in order to help the customer identify specific products and solutions
  • Solicit, sell, and negotiate new business policies
  • Review renewal business and identify appropriate follow-up action based on degree of change
  • Cross-sell/up-sell products to existing customers
  • Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
  • Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers' needs
  • Perform risk analysis and field underwriting
  • Client/Claims liaison Refer unresolved customer grievances or complex customer interactions to senior team member
  • Implement/adhere to company and Agency guidelines
  • General customer service duties as presented
  • Performs other duties as assigned

Core competencies

  • Business Results - Able to meet individual performance metrics and goals.
  • Multi-tasking - Able to successfully juggle multiple priorities at any given time.
  • Attention to detail - Maintain accurate and descriptive accounts of all customer interactions.
  • Communication - Possess outstanding written and verbal communication skills.
  • Job Knowledge - Understand basic product, billing, underwriting, and processing guidelines.
  • Teamwork - Accept feedback when offered and work well with others.
  • Problem solving - Able to research and identify timely solutions to customer related problems.

Physical environment

Required job duties are normally performed in a climate-controlled office environment.

Preferred skills and abilities

Four-year college degree highly preferred. High school diploma or equivalent required. Previous customer service experience highly preferred. Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, and strong verbal and written communication skills.

Employment Type: FULL_TIME