Underwriting Assistant Resume

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Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

To secure an Underwriting Assistant position and put in my mathematical and analytical skills to help employers in reducing risk factors on insurance policies.


  • Excellent ability to underwrite large and complex accounts
  • Proficient in working with tailor-made software for underwriting processing
  • Ability to communicate complex issues in simple manner in writing and verbally
  • Expert in working with Word, Excel, Outlook, PowerPoint and INTERNET
  • Adept in negotiating, initiating, and closing deals

Work History:

Sun Life Insurance Company, New Jersey, MA

Assistant Underwriter

2011 – present

  • Assist in the processing of insurance, bond and mortgage
  • Attend underwriting meetings with clients
  • Analyze assigned data and accounting information using computer system
  • Keep all financial data in current file to pursue new information
  • Discuss risk factors with team and underwriters on projects
  • Prepare various ongoing sales programs
  • Answer telephone calls, file documents, and visits banks and field as necessary

Lumbermen Mutual Insurance Company, New Jersey, MA

Underwriting Assistant

2009 – 2011

  • Created questionnaire on credit reports to be filled by clients
  • Directed some risky matters to manager for evaluation
  • Worked as a team with clients, agents, marketing and IT personnel
  • Responsible for handling underwriting process and evaluation of renewal accounts for Business Automobiles, Umbrella Liability, General Liability and compensation of Crime and Worker
  • Evaluated application forms, insurance maps and inspection reports
  • Surveyed, drafted and presented reports on estate market


Bachelor’s Degree in Business Administration, New Jersey, MA


Mark Louis, Manager

Sun Life Insurance Company, New Jersey, MA