Underwriting Administrative Assistant Job at Beacon Hill (Needham)

Underwriting Administrative Assistant

This is a temp-to-perm opportunity with an independent financial services firm s...

Location

United States , Needham

Salary:

28.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

Bachelor's degree preferred
High attention to detail with strong organizational and time-management skills
Ability to meet deadlines, follow defined processes, and manage multiple priorities
Strong written and verbal communication skills
Proficiency in Microsoft Office, Outlook, Adobe Acrobat, and Salesforce
Self-motivated, adaptable, and eager to learn new systems and processes

Job Responsibility

Provide administrative support to the underwriting team, including case setup and database management
Prepare, process, and track life insurance applications and underwriting documentation
Request and follow up on medical records, prescription checks, exams, and reports
Submit underwriting files to insurance carriers and track informal offers
Manage document filing, data entry, invoicing, and policy delivery packages
Coordinate FedEx shipments and assist with case transitions to client services

What we offer

Free onsite parking

Fulltime

New

Lead Wealth Underwriting Assistant

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , Minneapolis; Chandler; Charlotte; Des Moines; Irving; Saint Louis; Salt Lake City

Salary:

25.48 - 41.83 USD / Hour

Wells Fargo

Expiration Date

July 06, 2026

Requirements

4+ years of Wealth Underwriting support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Provide advanced lending support services in operations and customer service to credit teams and external clients
ensure proper tracking and portfolio monitoring for compliance, documentation exceptions, financial statement collection
past due payment follow up, answering questions and solving problems involving custom lending systems and processes
collaborate with other BL & T partner groups to research and resolve complex credit issues and client problems
support performance and overall effectiveness of a team and cross-group administrative operations within Wealth Underwriting functional area
provide feedback and present ideas for improving or implementing processes and tools
perform or guide others on complex tasks or initiatives within Wealth Underwriting functional area
prioritize work and provide day to day leadership and mentorship to a Wealth Underwriting team
lead or contribute to implementation of new or revised processes and procedures
provide guidance and subject matter expertise to an immediate team and Wealth Underwriting functional area

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
critical illness insurance
accident insurance
Parental leave
Critical caregiving leave
Discounts and savings

Fulltime

!

Sales Administrative Assistant

We are looking for a proactive Sales Administrative Assistant to support members...

Location

United States , Irvine

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in sales support, account coordination, administrative support, or a related customer-facing role
Strong ability to build strong relationships and communicate effectively with clients, brokers, and internal stakeholders
Comfort preparing presentations, proposals, reports, and other business documents with a high level of accuracy
Organized approach to managing multiple priorities, tracking follow-ups, and maintaining detailed records
Familiarity with consultative selling principles or experience supporting benefits, insurance, or service-based solutions is preferred
Ability to work collaboratively across departments while maintaining a high level of discretion
Proficiency with standard office software and digital tools used for scheduling, reporting, and sales activity tracking

Job Responsibility

Generate and follow up on prospective business opportunities across agricultural employers, brokers, associations, and related industry contacts
Support outreach efforts by coordinating calls, meetings, referrals, networking activities, and event participation to expand market presence
Prepare clear proposals, presentation materials, and supporting documents that help communicate benefit program options to prospective groups
Maintain accurate records of account activity, pipeline progress, and sales milestones to keep opportunities moving forward
Cultivate ongoing relationships with clients and partners by providing timely updates, consistent communication, and responsive service
Explain benefit offerings, enrollment steps, and participation guidelines in a clear manner to prospective and existing members
Work closely with internal teams such as underwriting, client support, and compliance to assist with onboarding, renewals, and service follow-through
Help organize enrollment sessions, educational meetings, and other member-facing events as business needs require
Monitor market developments, competitor activity, and workforce trends within the agricultural sector to support informed sales planning

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Fulltime

Administrative Assistant

A leading insurance organization is seeking a detail-oriented Administrative Ass...

Location

United States , Morris Plains

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 2+ years of administrative experience required
Prior experience in insurance or a similar regulated industry strongly preferred
Strong organizational skills, attention to detail, and ability to multitask
Comfortable working with systems and learning new processes

Job Responsibility

Provide administrative support including data entry, document management, and reporting
Assist with processing and maintaining records in internal systems
Coordinate with internal teams and support workflow processes
Ensure accuracy, organization, and timely completion of tasks
Prepare and submit filings for rates, forms, and rules, working with actuarial, underwriting, compliance, and legal teams
Review filings to ensure they are complete and accurate
Maintain and update product forms in internal systems
Respond to regulator questions and assist with objections or audits
Draft basic documents related to filings (memos, bulletins, etc.)

What we offer

medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Administrative Assistant

We are looking for a detail-oriented Administrative Assistant to support underwr...

Location

United States , Alpharetta

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in administrative support, office coordination, or data entry work
Strong accuracy and attention to detail when entering, reviewing, and organizing large volumes of information
Ability to manage multiple tasks, meet deadlines, and maintain consistent quality in a fast-paced environment
Proficiency with standard office software and confidence working within database or agency management systems
Effective written and verbal communication skills for coordinating with underwriting teams and preparing routine business correspondence
Strong organizational skills with the ability to maintain orderly records and track follow-up items
Comfort learning insurance processes, policy documentation, and internal procedures through on-the-job training

Job Responsibility

Maintain and update policy, account, and client information across agency management platforms and related online systems with a high degree of accuracy
Gather information from applications, binders, proposals, and policy documents to build complete records and support underwriting activities
Create and monitor workflow tasks to help renewal and policy processing activities stay organized and on schedule
Process policy transactions such as issuance, endorsements, cancellations, and related documentation in accordance with established procedures
Review binders, applications, and supporting materials to confirm completeness, accuracy, and alignment with underwriting and policy guidelines
Prepare administrative correspondence and service documents, including renewal communications, cancellation notices, reports, and other routine materials
Track outstanding items and follow up on missing documentation or pending information needed to complete account servicing
Work closely with underwriters and associate underwriters to support account coding, policy changes, claims-related inquiries, and regulatory compliance requirements
Safeguard records by following internal data handling standards and applicable data protection requirements while keeping files current and well organized

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Fulltime

Underwriting Assistant

To assist the team in maintaining efficient underwriting operations processes an...

Location

United Kingdom , London; City of London; East London; Central London; South East London; West London; Canary Wharf; South West London; North London; Greenwich; Stratford

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Fluency in English and other languages based on regional business requirements
Demonstrated ability to build relationships with a wide range of stakeholders
Accurate and numerate
Computer skills – good working knowledge of MS Office
Strong analytical skills with excellent attention to detail
Effective communication skills (written, verbal, active listening)
Ability to manage time, meet deadlines and prioritize
Capable and comfortable with high percentage of daily activities requiring data entry
Proven administrative experience, preferably within the insurance or financial services sectors
Proven background in accurate, high volume data entry

Job Responsibility

Entering / updating policy information in the policy admin system
Gather information for new business and renewal quoting
Liaise with Broker queries
Prepare quote and rating tools for the Underwriter
Data verification to ensure integrity and accuracy
Produce quote documentation
Photocopying, logging, scanning quotes and declinatures, filing as required
Assist with risk analysis, consistent with underwriting guidelines
Confirm pricing and binding conditions are met
Issue new and renewal quotes, binders, and policies within company guidelines

Fulltime

Administrative Assistant

Our client is seeking an Administrative Assistant to join their team! The Admini...

Location

United States , New York

Salary:

35.00 - 37.00 USD / Hour

Solomon Page

Expiration Date

Until further notice

Requirements

Experience working in a matrixed global organization working across functions and geographies
Strong interpersonal and teamwork skills with the ability to communicate in a professional manner with all levels of employee and market facing audiences to include with senior management, internal clients, external clients and brokers
Works efficiently, accurately and exercises common courtesy under time pressure situations. Is a team player and demonstrates a cooperative attitude
Must possess excellent oral and written communication skills
Receptive to new ideas and is well organized
Reacts effectively to changing conditions. Anticipates and constructively advances the need for positive change. Eagerly assumes new tasks and responsibilities
Demonstrates sensitivity, respects cultural differences, and acts in an ethical manner at all times
Excellent PC skills with demonstrated ability to create spreadsheets, documents and presentations. Familiarity with different ‘share’ platforms ie: SharePoint, Office 365
College degree preferred
2+ years of administrative assistant

Job Responsibility

Arrange all aspects of business travel including conferences and client/broker events. This will usually involve flights, hotel, ground transportation and lunch/dinner bookings Enter confirmed travel arrangements into the calendar, Visitor Log and Travel Log
Ensure team members have any visas, all documents, papers and itineraries necessary for travel Coordinate with other offices to ensure travel and accommodation requirements are established and appropriate support is available when travelling to such offices
On behalf of team members, coordinate meetings with clients/brokers/vendors
Record all meeting details and attendees in meeting calendar within the Microsoft Office system. Refer to CRM details below
Manage all aspects of bookings and catering for client/broker lunches and dinners
Book taxis for our employees and clients Prepare and organize printed materials and binders for meetings
Track client related meetings/events (including overseas meetings) in our CRM System
Collect business cards and update contact details in CRM or following up with meeting organizer for client's contact if not known
make changes to client profiles
Develop working knowledge of clients/brokers and Company names

What we offer

medical
dental
401(k)
direct deposit
commuter benefits

Fulltime

Administrative Assistant

One of the insurance companies Robert Half works with in the Des Moines metro is...

Location

United States , Des Moines

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Administrative experience within insurance or corporate settings preferred
Strong data entry, documentation, and organizational skills
Excellent communication and follow-through
Comfort working with multiple systems and managing priorities

Job Responsibility

Provide administrative support to underwriting, claims, or operations teams
Maintain spreadsheets, process forms, and update internal systems
Prepare correspondence, presentations, and departmental reports
Assist with project coordination and cross-functional communication
Manage calendars, schedule meetings, and support general office needs

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

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Underwriting Administrative Assistant

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