Company Overview

SIAA Xchange, LLC (“Xchange”) was created to unlock smarter, faster, and more profitable access to over $17 billion in premium controlled by the SIAA network. As the embedded MGA and wholesale platform aligned with SIAA, we are building the infrastructure that transforms how carriers connect to the largest network of independent agencies in the country.

Our goal is to provide markets with a trusted, efficient channel to profitable premium by solving real challenges agents face when placing business. The Underwriting Assistant plays a key role in this mission by supporting operational excellence throughout the underwriting process.

Position Overview

The Underwriting Assistant provides essential administrative and operational support to the Underwriting team throughout the entire policy lifecycle – from submission through issuance. This role ensures accuracy, timeliness, and compliance in all underwriting activities while maintain strong communication between underwriters, agents, and market partners. This position reports to the Chief Underwriting Officer.

Key Responsibilities

Underwriting Operations Support

• Set up new and renewal business applications for quoting; coordinate timely quote turnaround and reviews for accuracy.
• Verify and validate data accuracy on submitted applications and related documents (applicant, policy, and financial information).
• Managing outstanding subjectivities to ensure completion prior to policy issuance and premium collection.
• Maintain and update underwriting databases and systems; troubleshoot and resolve basic technical issues as needed.

Communication & Collaboration

• Act as a liaison between underwriters, agents, and market partners to facilitate smooth workflow and issue resolution.
• Communicate account status updates clearly and promptly to all stakeholders.
• Provide responsive, professional service in both verbal and written correspondence to meet client expectations.

Process Improvement & Miscellaneous

• Assist in developing and implementing process improvements to enhance efficiency and accuracy.
• Support audits, training, or project initiatives as assigned.

Required Qualifications

• Bachelor’s Degree preferred
• 1-3 years of experience in P& C insurance; E& S or MGA experience preferred
• Strong interpersonal skills with the ability to collaborate across diverse teams
• Proven organizational and time management skills with exceptional attention to detail
• High proficiency in Microsoft Office Suite (Excel, Outlook, Word; PowerPoint a plus)
• Experience with insurance management platforms (MGA systems/IMS preferred)
• Ability to thrive in a fast-paced, dead-driven environment

Location & Travel

• This role offers flexible work arrangements – remote, hybrid, or onsite – depending on candidate location and business needs.
• Occasional travel (up to 20%) may be required for meetings, training or audits.