Underwriting Technician
The Underwriting Technician supports underwriting operations within the commercial insurance division by managing policy documentation, processing endorsements, cancellations, and renewals, and ensuring accuracy through quality control checks. This entry-level role offers exposure to the commercial auto and specialty insurance industry, providing a strong foundation for a career in underwriting within a respected insurance carrier. The position requires strong organizational, communication, and customer service skills, with a hybrid work arrangement based in Long Beach, NY.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is hiring an Underwriting Technician to support underwriting operations in the Business division. This entry-level, full-time role in Long Beach, NY provides hands-on exposure to the underwriting lifecycle for commercial auto and specialty insurance.
- Review applications and related policy documentation to prepare for policy issuance
- Prepare and issue new and renewal policies
- Process endorsements, cancellations, and reinstatements
- Review and input certificates of insurance
- Review and input driver information and Motor Vehicle Reports (MVRs)
- Issue vehicle ID cards
- Prepare and submit federal and state filings
- Perform quality-control checks of electronic policy files to ensure accuracy
- Send policy documents (policies, endorsements, cancellations, reinstatements, ID cards) to agents and brokers
- Maintain correct E-Policy File naming and folder structure
- Prioritize workload to meet deadlines; escalate items requiring underwriting guidance
- Answer emails and phone calls as needed
- Perform other administrative duties as assigned
Technical Skills & Qualifications
- Bachelor’s or Associate’s degree required
- Experience in an insurance setting preferred
- Basic proficiency in Microsoft Office (Word, Excel, Outlook)
- Excellent verbal and written communication skills
- Strong customer service orientation and multitasking ability
- Attention to detail and ability to follow process and naming guides
Compensation & Benefits
- Salary range: $48,000 - $52,000 per year (depending on experience and applicable geographic differential)
- Benefits may include: medical, dental, vision, life insurance; short- and long-term disability; 401(k) with company match; HSA/FSA options; Employee Assistance Program; and professional development opportunities
Location & Work Type
- Location: Long Beach, NY
- Employment type: Full-time
- Schedule: Onsite with hybrid-work indicators (role is based in Long Beach; specific remote/hybrid arrangements will be determined by the client)
- Authorization: Applicants must be authorized to work for any employer in the U.S.; the client is not able to sponsor work authorization now or in the future
About the Industry / Client
This opportunity is with a Confidential Client operating in the Accounting & Finance industry. The role is suitable for candidates seeking a career foundation in commercial insurance underwriting and policy operations.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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