Question
2-5

Underwriting Technical Assistant

1/30/2026

The Underwriting Technical Assistant will assist the underwriter in the risk review and issuance process, as well as process transactions throughout the life of an insurance policy. They will also provide support to the Operations/Customer Service call center as necessary.

Working Hours

40 hours/week

Company Size

2-10 employees

Language

English

Visa Sponsorship

No

About The Company
Anchor Group was founded in 2007 by a group of former GP users and industry leaders. Anchor's team members have strong accounting backgrounds, with experience in leadership roles within large corporations in the Dallas, Fort Worth area. As former Microsoft GP users and customers, we know how important practical experience and responsive customer service is! Because of this, we deliver superior, quality services to our customers, with proven methodologies and a passion for excellence. We provide ongoing support and upgrades for existing Microsoft GP users and also perform new implementations for Microsoft Business Central. As a registered Microsoft VAR, we can assist you with renewals of Microsoft and third-party software. Also, we offer excellent cloud solutions. In addition to our many years of consulting experience with Microsoft GP and related products, our team members have served in corporate executive positions and on company audits. This makes the Anchor team uniquely qualified to provide our clients with a diverse range of services. These are listed in, but not limited to, the Company Specialties section below. Please contact us today to discuss our qualifications, products, and service options.
About the Role

Description

This position will be responsible for assisting the underwriter in all facets of the risk review and issuance process as well as processing transactions which occur throughout the life of an insurance policy. The Underwriting Technical Assistant will also provide support to the Operations/ Customer Service call center as necessary.

Requirements

Essential Duties and Responsibilities

Under limited supervision and guidance this candidate will provide clerical support to the Underwriter.

Complete vehicle filings, preparing notices of cancellation / reinstatements, and running MVRs.

Process, Rate and Issue Fleet/Non-fleet Accounts including quoting within approved authority

Process Endorsements.

Loss Summary Reviews.

Handle Follow-up request.

Provide Customer Service to internal/external customers.

Pre-Screen Renewals 90 days prior to policy expiration.

Fills in for other team members including Customer Service to ensure business continuity during peak periods and/or when team members are unavailable.

Assist with testing (as necessary) on cross-functional teams such as Underwriting, Operations, Accounting, IT).

Additional duties as assigned.

Education and/or Experience

Associate’s degree or equivalent work experience.

Minimum of two years’ experience in the insurance industry.

Highly motivated, strong interpersonal skills.

Commitment to accuracy and high level of attention-to-detail.

Metrics oriented.

Strong organization skills and commitment to efficiency.

Superior communication skills, including verbal and written.

Computer proficiency with knowledge of the Microsoft Office products.

Ability to work in a fast paced environment, handling multiple responsibilities simultaneously.

Commitment to company, team, and individual goals.

Desire for professional growth within the organization.


 

Anchor Group Management Inc. Benefits

Medical, Dental, Vision, FSA and HSA Plans. Employer annual contribution to HSA plan

Employer sponsored basic life and basic life AD&D insurance, short term disability

Voluntary life insurance

Voluntary long term disability

Voluntary Ancillary benefits: Accident-Hospital-Critical Illness

401K with Fidelity

401K employer match

Transportation Stipend




Key Skills
Clerical SupportCustomer ServiceAttention to DetailOrganization SkillsCommunication SkillsComputer ProficiencyInsurance Industry KnowledgeMetrics OrientedFast Paced EnvironmentProfessional GrowthTeam CollaborationRisk ReviewTransaction ProcessingEndorsements ProcessingMVR RunningRenewal Pre-Screening
Categories
Finance & AccountingCustomer Service & SupportAdministrative
Benefits
MedicalDentalVisionFSAHSA PlansEmployer Annual Contribution to HSA PlanEmployer Sponsored Basic Life and Basic Life AD&D InsuranceShort Term DisabilityVoluntary Life InsuranceVoluntary Long Term DisabilityVoluntary Ancillary Benefits401K with Fidelity401K Employer MatchTransportation Stipend
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