Underwriting Trainee
The Underwriting Trainee role at Confidential Client is an entry-level position designed to develop foundational underwriting skills through direct supervision and hands-on support in treaty risk assessment and portfolio management across US property and casualty lines. The role involves utilizing various data and analytics tools, supporting underwriting processes, building internal and external relationships, and contributing to cross-functional collaboration to optimize underwriting decisions and portfolio performance in a hybrid work environment.
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
This is an entry-level, hybrid underwriting role (in-office twice weekly) supporting treaty underwriting across US Standard/Specialty Casualty and/or US Property lines. Working under direct supervision, you will learn underwriting fundamentals and provide analytical and operational support to the underwriting team.
- Assist senior underwriters with pricing analyses, risk assessments, and underwriting documentation.
- Support development and maintenance of portfolio monitoring tools and dashboards to track KPIs.
- Use internal systems (Salesforce, ARMMS, data warehouses) and reporting tools (Power BI) to gather, analyze and present data.
- Help prepare materials for quarterly business reviews (QBRs) and respond to ad hoc portfolio queries.
- Participate in account huddles, renewals, and cross-functional meetings with claims, actuarial, finance, and operations.
- Attend client/broker meetings and industry events as required (travel as needed).
Key Responsibilities
- Risk assessment support and preparation of underwriting recommendations under senior guidance.
- Maintain accurate pipeline and portfolio data; support compliance with underwriting authorities.
- Translate internal and external data into actionable insights to help optimize portfolios.
- Build relationships with internal partners (UW Support, Claims, Actuarial) and external stakeholders (brokers, cedants) under supervision.
- Contribute to process improvement and team knowledge sharing.
Qualifications
- Bachelor’s degree in business, finance, actuarial science, risk management, or related field.
- 0–2 years of relevant experience; internships or exposure to insurance/reinsurance/financial services are a plus.
- Strong analytical and critical thinking skills, with a willingness to learn.
- Excellent written and verbal communication skills.
- Strong organization, attention to detail, and initiative.
- Willingness to pursue professional underwriting qualifications is a plus.
Working Model, Location & Compensation
- Location: Springdale, CT — hybrid (in-office twice a week).
- Employment types: Contract, Full-time, Internship (per client requirements).
- Salary range (provided by client): USD $53,000 — $125,000 per year.
- Pay philosophy: starting salary depends on skills, experience and location; opportunities for growth and potential commission/bonus plans may apply.
Note: This posting follows applicable state and federal hiring rules. Where required by law, the client provides a salary range for the role.
Preferred Skills & Tools
- Familiarity or willingness to learn: Salesforce, Power BI, ARMMS underwriting system, data warehouses.
- Comfort working with data, building dashboards, and presenting findings.
- Team-oriented mindset and ability to coordinate across functions.
About the Client
Confidential Client is hiring for this role within the Accounting & Finance industry. The position offers structured training and exposure to underwriting operations, analytics, and cross-functional collaboration—an excellent opportunity for recent graduates or early-career professionals seeking to develop underwriting expertise.
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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