Underwriting Assistant CV Examples & Guide

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Underwriting Assistant CV Example
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Underwriting Assistant CV Example

Welcome to our Underwriting Assistant CV example article! This guide will provide you with an in-depth look at the most important elements of a successful Underwriting Assistant CV. We will provide you with examples, tips, and best practices that will help you create a strong and effective document that will stand out to employers. Read on to learn more about how to craft a powerful Underwriting Assistant CV.

We will cover:

  • How to write a CV, no matter your industry or job title.
  • What to put on a CV to stand out.
  • The top skills employers from every industry want to see.
  • How to build a CV fast with our professional CV Builder.
  • What a CV template is, and why you should use it.
Moreover, we'll offer expert advice on crafting CVs and share professional examples to ignite your inspiration.

What does an Underwriting Assistant do?

A Underwriting Assistant provides administrative and operational support to underwriters and other staff within an insurance organization. They may be responsible for a variety of tasks, such as collecting and analyzing data, completing forms and applications, making sure records are up to date, and helping to process and evaluate insurance applications. They may also review and update policy information and provide customer service.

What are some responsibilities of an Underwriting Assistant?

  • Collect and review client information and supporting documentation to assess risk and make decisions
  • Underwrite new and renewal business in accordance with established underwriting guidelines
  • Handle customer inquiries and provide guidance and advice
  • Ensure compliance with regulations, company guidelines, and established procedures
  • Work with other departments to ensure accurate and timely processing of transactions
  • Maintain and update underwriting files and records
  • Ensure accuracy and completeness of documents
  • Analyze risk and make decisions on the acceptability of risks
  • Develop and maintain relationships with agents and brokers
  • Keep abreast of changes in the insurance industry

Sample Underwriting Assistant CV for Inspiration

John Doe
Address: 123 Sesame Street, New York, NY 10003
Phone: 646-123-4567
Email: john.doe@example.com

Profile Summary
John Doe is an experienced Underwriting Assistant with three years of experience in the banking industry. He has a solid understanding of banking principles and regulations, and is proficient in MS Excel and database management. He is highly organized and detail-oriented and is able to work under pressure to meet tight deadlines.

Work Experience

  • Underwriting Assistant, ABC Bank, New York, NY – 2019-Present
    • Review loan applications and supporting documents for accuracy and completeness.
    • Analyze loan documents to ensure compliance with regulations.
    • Assist in the preparation of underwriting reports and presentations.
    • Maintain and update loan tracking system.
  • Loan Processor, XYZ Bank, New York, NY – 2017-2019
    • Reviewed loan applications and supporting documents.
    • Prepared and maintained loan files and documentation.
    • Assisted in the preparation of loan reports and presentations.
    • Assisted in the preparation of underwriting reports and presentations.

Bachelor of Science in Business Administration, ABC University, New York, NY – 2017


  • MS Excel
  • Database Management
  • Loan Processing
  • Underwriting

Certified Underwriting Professional, XYZ Institute, New York, NY – 2018

English, Spanish

CV tips for Underwriting Assistant

Crafting an impeccable CV that kickstarts your career is a challenging endeavor. While adhering to fundamental writing principles is beneficial, seeking guidance customized for your unique job pursuit is equally prudent. As a newcomer to the professional realm, you require Underwriting Assistant CV pointers.
We've curated top-notch advice from experienced Underwriting Assistant individuals. Explore their insights to streamline your writing journey and enhance the likelihood of fashioning a CV that captivates potential employers' attention.

  • Highlight your experience in the insurance industry and any related certifications.
  • Demonstrate your ability to analyze and interpret data.
  • Showcase your problem-solving and decision-making skills.
  • Detail any relevant software experience, such as Microsoft Office.
  • Explain how you have helped improve processes within the underwriting department.

Underwriting Assistant CV Summary Examples

Using a CV summary or CV objective in an Underwriting Assistant CV is important because it serves as a way to highlight your relevant skills and experience, as well as your motivation for the job. It can also be used to demonstrate your understanding of the role and what you can bring to it. By including a summary or objective, you can give potential employers a clear idea of your qualifications and value.

For Example:

  • Highly organized Underwriting Assistant with 5 years’ experience in insurance industry. Proven record of successful underwriting and client servicing.
  • Experienced Underwriting Assistant with exceptional knowledge of insurance products and services. Skilled in developing client relationships.
  • Resourceful Underwriting Assistant offering strong attention to detail and excellent customer service skills. Possess a comprehensive understanding of risk assessment.
  • Organized Underwriting Assistant with excellent communication and problem solving skills. Proven track record of successfully underwriting and client servicing.
  • Highly motivated Underwriting Assistant with a strong background in insurance products. Possesses a comprehensive knowledge of underwriting guidelines.

Build a Strong Experience Section for Your Underwriting Assistant CV

A strong experience section for a Underwriting Assistant CV is important because it provides potential employers with an opportunity to see the types of tasks and responsibilities you have had in the past. This is your chance to showcase your skills, abilities and accomplishments as a professional. Your experience section should demonstrate your knowledge of the industry, the insurance companies you have worked for, the underwriting process and any related tasks that you have done in the past. This section should also be tailored to the specific job you are applying for, highlighting the experiences that make you the best fit for the position.

For Example:

  • Provided effective and efficient underwriting support to the underwriting team.
  • Processed applications for underwriting, including the evaluation of risk.
  • Researched and analyzed customer information to ensure accuracy.
  • Identified any areas of non-conformance and ensured that corrective action was taken.
  • Reviewed policies and procedures to ensure compliance with regulations.
  • Assisted in the preparation of reports for senior management.
  • Provided advice and assistance to customers regarding their insurance requirements.
  • Maintained accurate records and filing systems for all underwriting activities.
  • Assisted in the development and implementation of underwriting strategies.
  • Developed and maintained relationships with internal and external stakeholders.

Underwriting Assistant CV education example

Underwriting Assistants typically need a minimum of a high school diploma or equivalent. They may also benefit from having some college-level courses in business, finance, or a related field of study. Additionally, many employers may require that Underwriting Assistants have prior experience in the insurance field or have obtained a certificate or license in insurance underwriting.

Here is an example of an experience listing suitable for a Underwriting Assistant CV:

  • Bachelor’s Degree in Business Administration, University of California, Santa Barbara, CA (2013 - 2017)
  • Certificate in Underwriting, American Insurance Institute, Los Angeles, CA (2017)
  • Advanced Certificate in Risk Management, Harvard University, Cambridge, MA (2018)

Underwriting Assistant Skills for a CV

Adding skills to a CV is important when applying for a job as an Underwriting Assistant because it provides employers with an overview of the applicant's abilities and experiences. It also helps employers determine if the applicant has the qualifications and experience necessary for the role. Specifically, relevant skills for an Underwriting Assistant include the ability to interpret insurance policies, analyze risk, investigate claims, and effectively communicate with customers. Additionally, technical skills such as proficiency with computers and software programs can be beneficial.

Soft Skills:

  1. Organizational Skills
  2. Time Management
  3. Problem Solving
  4. Communication
  5. Teamwork
  6. Attention to Detail
  7. Analytical Thinking
  8. Decision Making
  9. Research Skills
  10. Interpersonal Skills
Hard Skills:
  1. Risk Analysis
  2. Insurance Regulations
  3. Data Entry
  4. Financial Analysis
  5. Underwriting Processes
  6. Claims Processing
  7. Mathematics
  8. Spreadsheet Software
  9. Documentation Review
  10. Customer Service

Common Mistakes to Avoid When Writing an Underwriting Assistant CV

In today's competitive job market, an average of 180 applications floods employers' inboxes for each vacant position. To streamline this influx of CVs, companies frequently employ automated applicant tracking systems that weed out less qualified candidates. If your CV manages to surpass these digital gatekeepers, it must still captivate the attention of the recruiter or hiring manager. Given the sheer volume of applications, a mere 5 seconds is typically allocated to each CV before a decision is reached. With this in mind, it's crucial to eliminate any extraneous information that might relegate your application to the discard pile. To ensure your CV shines, consult the list below for elements to avoid including in your job application.

  • Skipping the cover letter: A well-crafted cover letter is an opportunity to showcase your suitability for the role and express your enthusiasm for it.
  • Excessive jargon: CVs laden with technical terms can alienate hiring managers who lack specialized knowledge.
  • Neglecting vital details: Incorporate your contact information, education, work history, and pertinent skills and experiences.
  • Relying on generic templates: Tailoring your CV to the specific job exhibits your commitment to the position and company.
  • Errors in spelling and grammar: Proofreading is essential to eliminate typos, spelling errors, and grammatical blunders.
  • Overemphasizing duties: Highlight accomplishments to underline your candidacy's value.
  • Sharing personal information: Steer clear of revealing personal details like age, marital status, or religious affiliations.

Key takeaways for a Underwriting Assistant CV

  • Strong familiarity with underwriting processes and procedures
  • Ability to interpret and review insurance policies and contracts
  • Excellent organizational, analytical, and problem-solving skills
  • Proficient in using MS Office, underwriting software, and database applications
  • Ability to analyze financial and other documents to determine risk
  • Strong customer service skills and experience interacting with clients
  • Ability to work independently and in a team environment
  • Familiarity with state and federal regulations and guidelines
  • Ability to manage multiple tasks simultaneously and prioritize workload

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