underwriting analyst

Sunstone Real Estate Advisors

<div>
 
 Sunstone Real Estate Advisors, the largest national brokerage firm focused exclusively on manufactured housing &amp; RV communities, seeks a talented
 
 Financial Analyst
 
 to join our growing team based out of San Diego, California.
 
 
 
 
 
 The
 
 Financial Analyst
 
 will work collaboratively with the underwriting in analyzing individual assets and portfolios, conducting market research, and partnering with the operations team to produce quotes for incoming loan requests, broker opinions of value (BOV&rsquo;s) and offering memoranda (OM&rsquo;s).
 
 
 
 
 
 The
 
 Financial Analyst
 
 possess a high-level understanding of commercial real estate underwriting and fundamental metrics, excellent analytical skills, and strong communication skills.
 
 
 
 
 
 A day in the life of a successful
 
 Financial Analyst
 
 includes, but is not limited to:
 
 
 
 
 <ul>
 <li>
 Reviewing and analyzing financial statements, rent rolls, leases, and other materials for the purposes of property, portfolio, and loan underwriting and analysis
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Performing detailed market research and gathering and reviewing comparable data
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Modeling different scenarios to determine whether a loan fits with the firm's lending criteria
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Partnering with the Executive Managing Directors, Underwriters, Operations team, Brokers, and other internal/external stakeholders on the evaluation of potential opportunities
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Communicating with capital sources, buyers, and sellers to achieve ideal outcomes for the firm&rsquo;s clients
 </li>
 </ul>
 
 
 
 
 The ideal
 
 Financial Analyst
 
 possesses the following skills &amp; experience:
 
 
 
 
 <ul>
 <li>
 1-3 years' experience in a similar CRE Analyst role, ideally in a banking, alternative lending, or investment sales or debt/equity brokerage environment
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 An intimate understanding of the life of a commercial loan or sale from origination through successful closing
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 The ability to work independently, and as a member of a collaborative team
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Superb time management, organizational, and communication skills
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 A strong work ethic, able to co-manage a highly active loan pipeline
 </li>
 </ul>
</div>

Financial Analyst

Berkley

<div>Company Details:<div></div><div> 
Berkley Accident and Health is a risk management company that designs innovative solutions to address the unique challenges of each client. With our entrepreneurial culture and a strong emphasis on analytics, we can help employers better manage their risk. We offer a broad range of products, including employer stop loss, benefit captives, provider stop loss, HMO reinsurance, and specialty accident. The key to Berkley&rsquo;s success is our nimble approach to risk &ndash; our ability to quickly understand, think through, and devise a plan that addresses each client&rsquo;s challenges, coupled with the strong backing of a Fortune 500 company. Our parent company, W. R. Berkley Corporation, is one of the largest and best managed property/casualty insurers in the United States.</div><div></div><div> 
This role will be based in our Hamilton Square, NJ or West Hartford, CT office. We offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so.</div><div>
#LI-AV1 #LI-HYBRID</div><div>
The Company is an equal employment opportunity employer.</div>
Responsibilities:
<div>
The Underwriting Talent Development &amp; Operations Manager is a newly created role focused on strengthening Berkley Accident &amp; Health&rsquo;s underwriting talent pipeline and supporting consistent training, mentorship, operational excellence, and quality assurance across the underwriting enterprise. The primary responsibility of this position is to lead onboarding, training, mentorship, and career development programs for Underwriting Analysts and early‑career Underwriters within the Employer Stop Loss segments (both Traditional and Group Captive).</div><div></div><div> 
In addition, this role will partner closely with Underwriting management to drive continuous improvement initiatives, help maintain and enhance underwriting guidelines, and contribute to the underwriting quality assurance (QA) framework.</div><div></div><div> 
The ideal candidate is an experienced underwriting professional who is passionate about developing others while also playing a key role in shaping our operational practices. This individual will design and deliver structured training programs, lead mentorship efforts, support guideline maintenance, enhance quality controls, and ensure Underwriters have the tools and knowledge needed to advance into more complex underwriting roles.</div><div></div><div> 
What you can expect:</div><ul><li>
Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent</li><li>
Internal mobility opportunities</li><li>
Visibility to senior leaders and partnership with cross functional teams</li><li>
Opportunity to impact change</li><li>
Benefits &ndash; competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, generous profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education</li></ul><div>
Onboarding &amp; Training</div><ul><li>
Develop and manage a comprehensive onboarding program for new Underwriting Analysts.</li><li>
Create and deliver training modules covering underwriting principles, risk assessment, systems, tools, and operational processes.</li><li>
Maintain and update training materials to reflect current guidelines, product changes, and best practices.</li></ul><div>
Mentorship &amp; Development</div><ul><li>
Establish and oversee a formal mentorship program pairing Analysts and early career Underwriters with more experienced, senior level Underwriters.</li><li>
Provide ongoing coaching, feedback, and skill development guidance.</li><li>
Monitor individual progress and identify opportunities for additional training or targeted support.</li></ul><div>
Program Design &amp; Continuous Improvement</div><ul><li>
Design clear career development pathways from Analyst through Senior Analyst and into junior underwriting roles.</li><li>
Partner with HR and Underwriting leadership to ensure training programs align with organizational goals and compliance standards.</li><li>
Gather and evaluate feedback from training participants, mentors, and managers to strengthen program effectiveness.</li></ul><div>
Cross‑Team Collaboration</div><ul><li>
Collaborate with underwriting leadership, claims, actuarial, finance, sales, and other functional partners to ensure training supports business needs.</li><li>
Coordinate Analyst summits, workshops, and skills‑based breakout sessions to drive engagement and collaboration.</li></ul><div>
Quality Assurance &amp; Underwriting Guideline Maintenance</div><ul><li>
Oversee the underwriting file audit process, including guideline adherence, authority compliance, pricing tool usage, and documentation standards.</li><li>
Identify trends, recurring deficiencies, and opportunities for process improvement.</li><li>
Partner with Underwriting leadership to refine policies, procedures, tools, and training content based on audit insights.</li><li>
Prepare periodic audit reports for senior management, including quality findings, remediation actions, and completion status.</li><li>
Lead projects that advance underwriting operational efficiency, automation, and standardization efforts.</li></ul> 
<div></div>
Qualifications:
<div>
What you need to have:</div><ul><li>
Bachelors&rsquo; degree in business, finance, insurance or related field.</li><li>
Prior experience designing and implementing training programs.</li><li>
Leadership experience within underwriting or insurance operations.</li><li>
Minimum 7+ years of experience in medical stop loss underwriting or a related insurance discipline.</li><li>
Proven ability to train, mentor, and develop underwriting or analytical talent.</li><li>
Strong communication, facilitation, and presentation skills with the ability to engage diverse audiences.</li><li>
Excellent organizational and project management skills.</li><li>
Proficiency in the Microsoft Office Suite</li></ul><div>
What makes you stand out:</div><ul><li>
Strong relationship‑building and collaboration skills across cross‑functional teams.</li><li>
Innovative mindset with a focus on improving processes and enhancing the employee experience.</li><li>
Familiarity with underwriting systems (e.g., Connexure) preferred.</li><li>
Demonstrated passion for talent development, operational excellence, and continuous improvement.</li></ul>
Additional Company Details: We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: &bull; Base Salary Range: $130,000 to 150,000 &bull; Eligible to participate in annual discretionary bonus. &bull; Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and generous Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.</div>

Stop Loss Underwriting Development Manager

MMG Real Estate Advisors

<div>ABOUT US!
MMG Real Estate Advisors is a rapidly growing, independent multifamily and land advisory firm with offices expanding across the country. With over 550 deals closed and billions in total production volume, our unique combination of talent, resources, and expertise delivers an elevated experience from acquisition through disposition. We are adding a Senior Analyst to our Financial Analysis team to help lead our accelerating underwriting pipeline and mentor the next generation of analysts.
WHY MMG:
If you have spent the last few years proving yourself at a large institutional brokerage and are wondering when you will get to lead &mdash; this is your answer.
At MMG, Senior Financial Analysts are not middle managers buried in a hierarchy. You will run the most complex deals in the pipeline, work shoulder-to-shoulder with advisors across multiple markets and have a direct hand in shaping how the department operates and grows. Our team is scaling fast, our advisor network is expanding aggressively, and we promote from within &mdash; which means the Senior Financial Analysts who are here now are the team leaders and department managers of the near future.
What we offer is something larger platforms genuinely cannot: the chance to lead early, build real influence over a growing department, and accelerate into management on a timeline that rewards performance, not tenure. For the right person, the upside here far outpaces what a traditional path at a large shop can offer.<ul><li>
Competitive base salary</li><li>
Performance-based bonus potential</li><li>
Comprehensive benefits package</li><li>
Direct collaboration with the Director of Financial Analysis</li><li>
Ownership of the most complex deals across a high-volume, multi-market underwriting pipeline</li><li>
A genuine, fast-track path to Team Lead, Management, and beyond</li></ul> 
SENIOR FINANCIAL ANALYST POSITION SUMMARY:
The Senior Financial Analyst is a high-ownership role for someone who has already proven they can run deals end to end and is ready to take on greater complexity, client exposure, and team leadership. You will own the most demanding underwriting assignments in the pipeline &mdash; large portfolios, nuanced deal structures, and high-profile advisory engagements &mdash; while serving as a primary quality control checkpoint for the broader team's output.
This is not a role where you wait for direction. You will work directly with advisors and the Director of Financial Analysis to shape underwriting strategy, refine our proprietary model, and drive process improvements across the department. You will also play a hands-on role in developing Junior Analysts &mdash; reviewing their work, coaching them through complex deal mechanics, and helping set the standard for what institutional-quality analysis looks like at MMG.
MMG promotes from within, and the Senior Analyst role is a direct steppingstone to team leadership and management positions within the Financial Analysis department. If you want to build something, not just occupy a seat &mdash; this is the right opportunity. 
ESSENTIAL RESPONSIBILITIES:
Underwriting &amp; Financial Modeling<ul><li>
Own and execute the most complex underwriting assignments from document intake through final approval &mdash; including large portfolios, mixed-structure transactions, and high-priority advisory engagements &mdash; producing valuations built entirely within our market-leading, institutional-grade proprietary analysis model</li><li>
Analyze and interpret P&amp;L statements, rent rolls, trailing 12-month financials (T12), capital expenditure reports, and loan documents, applying seasoned judgment to identify anomalies, risks, and operational drivers that inform the valuation</li><li>
Build and maintain cash flow projections, rent comp analyses, and pro forma assumptions across a full range of multifamily asset types: existing stabilized, value-add, affordable, senior, student, and new construction</li><li>
Lead the development of sensitivity analyses and return scenario modeling, collaborating with the Director of Financial Analysis to refine assumptions and present findings to the advisory team</li><li>
Oversee document intake through RedIQ, ensuring accurate interpretation and population of the valuation model, and flagging data quality issues before they reach final output</li><li>
Contribute to the ongoing refinement and enhancement of MMG's proprietary underwriting model, identifying opportunities to improve accuracy, efficiency, and usability</li></ul>
Market Research &amp; Comparable Analysis<ul><li>
Generate and quality-check rent and sales comparability studies using CoStar, Yardi Matrix, Real Capital Analytics, Locate Alpha, and other third-party research platforms</li><li>
Conduct in-depth demographic and economic research relevant to each property under evaluation, synthesizing findings into clear, actionable market context for the advisory team</li><li>
Lead the preparation of market summaries and comparable analysis narratives in support of advisor Strategic Marketing Analyses (SMA)</li></ul>
Team Development &amp; Quality Control<ul><li>
Serve as a primary reviewer of Associate Analyst work product, providing detailed, constructive feedback and ensuring all deliverables meet MMG's brand and calculation standards before final submission</li><li>
Mentor and develop Junior Analysts through day-to-day coaching, deal walkthroughs, and structured knowledge-sharing</li><li>
Play an active role in onboarding and training new team members within the Financial Analysis department</li></ul>
Pipeline Management, Quality &amp; Process<ul><li>
Manage a high-volume caseload within Salesforce, maintaining accurate and up-to-date case statuses throughout the full workflow while balancing review and mentorship responsibilities</li><li>
Lead or actively participate in daily underwriting calls with the FA team and advisor-facing office hours sessions</li><li>
Communicate clearly and professionally with advisors on case status, deal strategy, open questions, and document requests &mdash; serving as a trusted analytical resource for the advisory team</li><li>
Drive team process reviews and contribute substantive recommendations to ongoing workflow and quality improvements</li></ul>
QUALIFICATIONS:
Required<ul><li>
Bachelor's degree in Business, Accounting, Finance, Real Estate, or a related field</li><li>
3&ndash;5+ years of direct experience in commercial real estate financial analysis, underwriting, or investment sales support, with a strong track record of owning deals end to end</li><li>
Expert-level proficiency in Microsoft Excel, including complex financial modeling, nested functions, dynamic arrays, data tables, and scenario/sensitivity analysis</li><li>
Deep familiarity with standard multifamily financial documents: rent rolls, trailing financials, capital expenditure reports, loan documents, and partnership/operating agreements</li><li>
Proven ability to identify data anomalies, assess operational risk, and exercise sound analytical judgment under time pressure</li><li>
Experience managing a high-volume pipeline of concurrent cases while maintaining exceptional accuracy and consistent deadlines</li><li>
Strong written and verbal communication skills &mdash; able to present underwriting findings and defend assumptions to advisors, clients, and senior leadership</li><li>
Demonstrated ability to mentor, coach, or develop junior team members in a collaborative environment</li></ul>
Preferred<ul><li>
Prior hands-on experience with RedIQ, CoStar, Yardi Matrix, Real Capital Analytics, Locate Alpha, Salesforce, or similar CRE platforms</li><li>
Direct experience in multifamily valuation, investment sales, or brokerage support functions</li><li>
Proficiency in Excel VBA, macro development, or other automation tools that improve underwriting efficiency</li><li>
Familiarity with affordable housing programs (LIHTC, Section 8, HUD) or other specialized multifamily asset classes</li></ul></div>

Senior Financial Analyst

Maverick Payments

<div>Exciting Opportunities at Maverick Payments! 
 
Join our fast-paced, growing company and further your career with Maverick Payments, where you can thrive, your ideas are valued, and your colleagues feel more like family than coworkers! 
 
About Payments: 
Maverick Payments is a family-owned and privately held full-service payment provider. Located in Calabasas, California, Maverick has created innovative technology designed for sales organizations, such as ISO&rsquo;s and ISV&rsquo;s, looking to monetize payments by reselling our white-labeled payments stack. Our payment products include merchant acquiring services, a proprietary gateway, ACH processing, fraud &amp; chargeback tools, analytics, and other value-add services. Maverick&rsquo;s team includes underwriting, risk management, compliance &amp; legal, technology &amp; product development, on-boarding, customer support, information technology, and more. 
 
About the Position: 
Under the direction of the Associate Director of Risk &amp; Underwriting, the Risk Analyst, II is responsible for the oversight of merchant accounts to identify, investigate and mitigate activity that represents financial risk to the Company based on Company guidelines. The Risk Analyst supports the Risk department&rsquo;s function in protecting the Company against the risk of loss associated with providing products/services for customers.
<ul><li>Conducting daily, weekly, monthly reviews of merchant activity and analyzing for increased credit risk, transactional variations, dispute activity, and fraud patterns.
</li><li>Proactively monitoring all merchant activities for compliance with applicable laws, rules, regulations, and policies.</li><li>
Investigating abnormal processing patterns and recommending appropriate actions.</li><li>
Reviewing and analyzing financial, credit and publicly available information to support actions and decisions.</li><li>
Assessing and evaluating business model risk and exposure by evaluating merchant industry type, processing volume, refunds volume, delivery time frames and disputes.</li><li>
Analyzing risk files of multiple high-risk verticals spreads, to evaluate, investigate and determine action.</li><li>
Answering internal and external inquiries specific to risk</li></ul>
Qualifications:<ul><li>
Experience with high-risk payment processing preferred.</li><li>
Knowledge of Card Brand rules and regulations required</li><li>
Must have prior experience and use of Aperia risk monitoring tool, Vigilance</li><li>
High School Diploma required; bachelor&rsquo;s degree preferred.</li><li>
3-5 years of experience in Risk Management within the acquiring industry</li><li>
Proficiency with MS Office Suite products with an emphasis on Microsoft Excel.</li><li>
Familiarity with various tools used for underwriting and due diligence (i.e. Equifax, TIN Check, Aperia, Vigilance, MATCH, GIACT, Merlink, etc.).</li><li>
Familiar with systems/platform utilized by companies Fiserv and REPAY.</li><li>
Excellent written and verbal communication skills.</li><li>
Understanding of emerging technologies and trends in the payments space and their associated risks.</li><li>
Excellent time management.</li><li>
Ability to analyze, test, assess and / or interpret information or data to make recommendations to enhance business operations.</li><li>
Possesses strong analytical and research skills with strong attention to detail.</li><li>
Ability to work autonomously while producing a high output of quality work.</li><li>
This role may work an alternating schedule that will require some weekends, evenings and holidays.</li></ul><div>
What We Offer:</div><ul><li>
Competitive Salary, Bonuses and Incentives.</li><li>
Comprehensive employer sponsored health, vision, and dental insurance programs.</li><li>
Paid time off, Paid Sick and Paid Holidays.</li><li>
401K plan with up to a 3% matching contribution.</li><li>
Commitment to Career Development and Advancement.</li><li>
Vibrant Office Culture, Team Building, Birthdays, Work Anniversaries, Snacks, and more!
 </li></ul>Pay Range: $27.00- $32.00/hr. 
This position will consider remote work for candidates in the following states: AZ, CA (outside Los Angeles), CO, FL, GA, ID, IN, KS, KY MA, MD, ME, NE, NC, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA 
Maverick Payments is an Equal Opportunity Employer. 
 
Pay Transparency Notice: At Maverick Payments, we believe in openness, honesty, and empowering our candidates to make informed career choices. As part of our commitment to transparency, we disclose the salary range for our positions. These ranges reflect our dedication to fair compensation practices and recognize the value that each team member brings to our organization. The final salary offer will be based on factors such as your experience, skills, and qualifications. 
 
Non-Solicitation from Third Parties: Do not contact Maverick Payments about this position unless you are a job seeker and potential applicant for this position. Do not contact Maverick Payments about other services, products or commercial interests. 
 
Notice to Agency and Search Firm Representatives: Maverick Payments is not accepting unsolicited resumes from agencies and/or search firms for this or other job postings. Resumes submitted to any Maverick Payments employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Maverick Payments. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. 
 
Fair Chance Ordinance: Maverick will consider qualified applicants with criminal histories in a consistent manner with the Los Angeles Fair Chance Initiative for Hiring.
vKIJh3ac5z</div>

Risk Analyst II

Euclid Insurance

ABOUT EUCLID MORTGAGEEuclid Mortgage is a market-leading managing general agency (MGA) specializing in analyzing and underwriting credit risk on large portfolios of residential mortgages. We execute innovative and efficient credit enhancement (re)insurance-based solutions that provide financial institutions with accretive third-party capital. We operate at the intersection of finance and insurance with a growing team of entrepreneurial professionals that augment decades of industry experience with cutting-edge technology. We were formed by four industry leaders who collectively have over 100 years of experience in the mortgage credit risk industry and were awarded the prestigious, MGA Launch of the Year Award from The Insurer, a leading industry trade publication, in recognition of outstanding achievements in our first year of operation., We are based in Chicago, IL.Euclid Mortgage is an affiliate of Euclid Insurance Services Inc. (EIS). EIS is an award-winning platform based out of Itasca, Illinois that delivers large company capabilities in a privately owned, responsive environment for our partners, employees, brokers, carrier partners, and policyholders.POSITION OVERVIEWWe are looking for a smart, hardworking, detail-oriented and analytically driven Business Analyst to join our Chicago-based team. In this role, you will support underwriting, risk management, and operational functions by turning complex data into actionable insights that drive sound business decisions across our mortgage insurance portfolio. Along the way, you will help create next-generation analytics, dashboards, and reports that support the business in communicating housing economics and reinsurance partner financial positions.Prior mortgage (re)insurance experience is beneficial but not required: we will teach you the key concepts of analyzing and forecasting insurance premium and loss cashflows. Prior Accounting experience is also a plus.KEY RESPONSIBILITIES<ul><li>Provide operational support for business of the company, including reviewing, tracking and maintaining key transaction documentation</li><li>Assist in updating and maintaining client-facing portal with transaction data and documents, including quality control of data display</li><li>Collaborate with risk, accounting, and operational teams on monitoring performance of transactions and reporting to clients by reviewing, analyzing and reporting on transaction performance</li><li>Support underwriting teams with data-driven analysis on presence of enhanced risk parameters in pools of mortgages, assist with underwriting analysis, as well as project management on underwriting processes</li><li>Monitor key performance indicators (KPIs) including default rates, cure rates, claim frequency, loss severities, loss ratios and other relevant metrics</li><li>Conduct market and competitive research to benchmark company performance</li><li>Identify process improvement opportunities and support implementation of solutions</li><li>Support the building and maintenance of dashboards for senior leadership and operational teams that visualize complex data to deliver valuable insights that drive business decisions.</li></ul>DESIRED QUALIFICATIONSProfessional Qualifications<ul><li>Bachelor's degree in Finance, Economics, Statistics, Mathematics, Accounting or a related field</li><li>1-3 years of experience in insurance, mortgage or financial services industry preferred</li></ul>&middot; Substantial professional experience using MS Excel (filter, sort, summarize, pivot tables, financial functions, visualization methods)&middot; Experience using MS PowerPoint, Outlook, Teams, and Word&middot; Experienced developing dashboards and reporting solutions such as PowerBI or Tableau&middot; Experience with all LLMs including a perspective on the relative strengths/weaknesses of each tool and examples of effective prompt design and utilization&middot; Able to manipulate large data files in csv format and analyze &amp; process them using at least one other analytical tool (e.j., SQL, Python, R or Tableau)Personal Qualifications<ul><li>Intellectual curiosity about the topics of mortgage credit risk and the work of our company</li><li>Confident in clearly articulating questions and ideas</li><li>Client focused and results-oriented</li><li>Strong communication skills &ndash; both in-person and written &ndash; in order to successfully liaise with colleagues and clients</li><li>Utmost professionalism, with a dash of fun</li><li>Dedicated to completing a task with enthusiasm and integrity</li><li>Inspired to perform well by the ability to contribute to the success of a project and a team</li><li>Self-starter, takes initiative who works well independently and within a team</li><li>High attention to detail and comfort working with large datasets.</li></ul>&middot; A passion for storytelling with numbers; ability to analyze raw data, draw conclusions, and develop actionable recommendations<ul><li>Ability to complete project deliverables, meet deadlines, and ensure compliance with quality procedures</li><li>Excellent time management skills and ability to manage multiple priorities in a fast-paced environment</li></ul>Pay: $70,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid holidays</li><li>Paid sick time</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Chicago, IL 60601

Business Analyst

Great American Insurance Group

<div>Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group&rsquo;s member companies are subsidiaries of American Financial Group. We combine a &quot;small company&quot; culture where your ideas will be heard with &quot;big company&quot; expertise to help you succeed. With over 30 specialty property and casualty operations, there are always opportunities here to learn and grow.
At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best.
Great American Custom, an underwriting division of Great American Insurance Group, dedicates itself to serving client needs and delivering outstanding service. We have made a name for ourselves as a full-service underwriting organization focused on long-term client relationships and customized business solutions. We specialize in providing primary casualty products as well as umbrella and capacity excess products that meet the needs of the commercial market. Our policy holders range from small businesses to complex multi-national corporations and Fortune 1000 accounts.
Essential Job Functions and Responsibilities<ul><li><ul><li>
Assists in the review and evaluation of applications, ensuring they align with Company policies and underwriting guidelines.</li><li>
Works closely with underwriters and brokers/agents to gather additional information and clarify application details.</li><li>
Reviews relevant data, including financial statements, property valuations, and loss histories to assist with risk assessment.</li><li>
Assists in maintaining underwriting files, ensuring all documents and approvals are properly filed.</li><li>
Compiles reports on risk evaluations, policy statuses, and portfolio performance for underwriters and management.</li><li>
May underwrite new and renewal policy transactions within written authority.<ul><li>
May enter policy information on an assigned product, territory and / or agency in accordance with template rules.</li><li>
Proofs / audits policy information on an assigned product, territory, and/or agency(ies).</li><li>
Assists with reviewing premium and loss data on an individual account as part of renewal underwriting, change underwriting, or mid-term underwriting.</li></ul></li><li>
Orders and reviews required reports, endorsement requests, service requests, and general correspondence.</li><li>
Research and may respond to questions from brokers/agents.</li><li>
Provides information to Processing that is needed to issue policies and endorsements on a timely basis. May issue, process or code transactions.</li><li>
Performs other duties as assigned.</li></ul></li></ul> 
Job Requirements
Education: Associates Degree in Business, Finance, or a related field or equivalent experience. 
Scope of Job/Qualifications: Performs work under close supervision and technical direction. Performs standard duties utilizing often-complex processes/procedures on assignments of a routine nature. Possesses procedural knowledge and skills that enable task accomplishment. Demonstrates working knowledge of coverage and forms, provisions for policies written within the assigned territory/unit, workflow and systems. Foundational written and verbal skills. Works within standard, established authority limits. 
Additional Job Description
Physical Requirements<ul><li><ul><li>
Requires prolonged sitting.</li><li>
Requires continuous use of computer.</li><li>
May lift, carry, push, or pull objects up to 10 lbs.</li><li>
Requires regular and predictable attendance (may be required to work in a physical office location).</li></ul></li></ul>
Company:
GAIC Great American Insurance Company
Benefits:
We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits. 
Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at http://www.gaig.com/careers.<ul><li> 
Excludes seasonal employees and interns.</li></ul></div>

Intern

Ck Specialty Insurance Associates

<div>About Ck Specialty Insurance Associates
Ck Specialty Insurance Associates is a rapidly growing, independently owned wholesale insurance brokerage committed to providing innovative and customized insurance solutions to retail agents and brokers across the country. Founded with a strong entrepreneurial spirit, Ck Specialty was built on the foundation of speed, service, and partnership with our retail agents. Traits that remain at the core of everything we do.
Since our inception in 1998, we have grown into a respected name in the Excess &amp; Surplus (E&amp;S) marketplace. We focus on a wide range of commercial and personal lines, offering access to top-rated carriers and niche products that meet the unique needs of today&rsquo;s insurance buyers.
At Ck Specialty, we operate with a 120% mentality; always going above and beyond in how we serve our clients, partners, and each other. We value precision, reliability, organization, and speed, which is why our team lives by the acronym PROS. We&rsquo;re a company for self-starters, problem-solvers, and professionals who want to be part of something fast-moving and impactful.
Why Join Ck Specialty?<ul><li>
Supportive, high-energy team culture
</li><li>Room for growth and career development in a fast-scaling company
</li><li>Strong leadership that invests in training and development
</li><li>A voice at the table - your ideas matter here
</li></ul>Whether you&rsquo;re new to the insurance industry or bringing years of experience, Ck Specialty is a place where your contributions can make a real difference. We're proud of our track record, but even more excited about what's ahead.
What You'll be Doing
We&rsquo;re looking for a detail-oriented professional to join our team as an Underwriting Assistant. This role focuses primarily on supporting underwriting operations while assisting with data-support activities that help drive business development behind the scenes.
The ideal candidate enjoys working with data, maintaining accurate records, and supporting underwriters. This position provides operational support to ensure workflows remain organized, efficient, and responsive.
Responsibilities<ul><li>
Collaborate closely with the Underwriting team to ensure timely, accurate, and complete submission of documentation.
</li><li>Review incoming submissions for completeness and proactively resolve gaps before underwriter review.
</li><li>Input and update data within quoting systems and underwriting platforms to support efficient turnaround times.
</li><li>Serve as a liaison between brokers, clients, and underwriters to obtain missing details and clarify requirements.
</li><li>Maintain organized, up-to-date digital files and records to ensure compliance and accessibility.
</li><li>Track submission and quote progress, providing regular status updates to the Underwriting team and management.
</li><li>Assist in underwriting review of files, preparing quotes, and submitting to underwriters for approval.
</li><li>Support process improvements and workflow efficiencies to enhance productivity.
</li><li>Manage renewal lists, including renewal evaluation, shopping, quoting and follow up</li></ul> 

Requirements 
<ul><li>
Proficient in documentation management and related systems</li><li>
Highly organized with strong time-management skills</li><li>
Detail-oriented with the ability to prioritize and shift between tasks efficiently in a fast-paced environment</li><li>
Positive attitude and commitment to continuous growth and professional development</li><li>
Comfortable handling a large workload and shifting focus as needed to meet deadlines</li><li>
Proactive and self-motivated, able to take initiative to follow up and resolve issues</li></ul>
Preferred Qualifications/ Experience<ul><li>
1-3 years of Underwriting experience</li></ul> 

Benefits 
<ul><li>
401(k) retirement plan</li><li>
Health, dental, and vision insurance</li><li>
Generous Paid Time Off, Vacation, and Sick leave</li><li>
Tuition reimbursement</li><li>
Disability insurance</li><li>
Remote work
</li><li>Exposure to a dynamic and fast-growing company, offering long-term financial independence and career flexibility.</li></ul></div>

Underwriting Assistant

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