承保助理 - 内陆海运
Underwriting Assistant - Inland Marine
#### 岗位职责
作为支持Ledgebrook内陆运输团队的承保助理，你将在帮助我们的承保人高效报价、签发和管理全国业务中发挥关键作用。你将与AAIS格式和手写条款密切合作，确保每份保单准确且及时处理。
这是一个全远程、全国范围的职位，汇报对象是Thomas Klingner。你将成为承保团队的运营核心，确保提交、批改和续保流程顺畅运行，同时为承保人提供支持，让他们能够专注于风险选择和关系管理。
**你将负责：**
- 处理保单与批改：准备、签发并处理内陆运输账户的新业务提交、续保和批改，主要使用AAIS格式。
- 支持承保团队：协助承保人进行报价、定价和承保，收集必要的信息以快速推进提交。
- 维护格式与文件：为每个风险选择并应用正确的AAIS格式和手写批改，保持保单文件完整且可审计。
- 管理续保：跟踪续保时间线，请求更新的风险信息，并确保续保保单及时完成。
- 与代理和经纪人协调：作为保单状态更新、未完成要求和文件请求的联系点。
- 确保质量和合规：审核提交和签发的保单，确保其准确性和完整性，符合州级备案和格式要求。
- 维护系统记录：在Ledgebrook的保单管理系统中保持保单和承保文件的准确性和最新状态。
- 支持特别项目：协助Thomas Klingner和内陆运输团队进行流程改进和其他必要项目。
#### 关于你
我们喜欢与那些不断学习、真正对从零开始建立公司的复杂而有成就感的过程充满热情的人一起工作。
**如果你具备以下特质，将是非常合适的人选：**
- 强烈的道德准则：你始终坚持做正确的事。我们对有毒行为采取零容忍政策。
- 以客户为中心的同理心：你热衷于为所有与你共事的人（包括公司内外）提供卓越的体验。
- 求知欲：你习惯质疑现状，喜欢寻找创新的方法来解决问题。
查看英文原文
#### About the Role
As an Underwriting Assistant supporting Ledgebrook's Inland Marine team, you'll play a key role in helping our underwriters efficiently quote, issue, and manage policies across a nationwide book of business. You'll work closely with AAIS forms and manuscript wordings, ensuring every policy is processed accurately and on time.
This is a fully remote, nationwide position reporting to Thomas Klingner. You'll be the operational backbone of the underwriting team, keeping submissions, endorsements, and renewals moving smoothly while giving underwriters the support they need to focus on risk selection and relationship management.
**What You'll Do:**
- **** Process Policies & Endorsements: Prepare, issue, and process new business submissions, renewals, and endorsements for inland marine accounts, primarily using AAIS forms.
- Support the Underwriting Team: Assist underwriters with quoting, rating, and binding coverage, gathering the information needed to move submissions forward quickly.
- Maintain Forms & Documentation: Select and apply the correct AAIS forms and manuscript endorsements for each risk, keeping policy files complete and audit-ready.
- Manage Renewals: Track renewal timelines, request updated exposure information, and ensure timely turnaround on renewal policies.
- Coordinate with Agents & Brokers: Serve as a point of contact for policy status updates, outstanding requirements, and documentation requests.
- Ensure Quality & Compliance: Review submissions and issued policies for accuracy and completeness, ensuring compliance with state filings and forms requirements.
- Maintain System Records: Keep policy and underwriting files accurate and up to date in Ledgebrook's policy administration system.
- Support Special Projects: Assist Thomas Klingner and the Inland Marine team with process improvements and other initiatives as needed.
#### About you
We love working with people who are eager to learn constantly and genuinely excited about the chaotic, rewarding process of building a company from the ground up.
**You’ll be a great fit if you bring:**
- A Strong Moral Compass: You believe in doing the right thing, period. We have a strict zero-tolerance policy for toxic behaviors.
- Customer-First Empathy: You are passionate about delivering an exceptional experience to everyone you work with, both inside and outside the company.
- Intellectual Curiosity: You naturally question the status quo and love finding innovative ways to solve problems.
- A Growth Mindset: You possess a hunger for continuous learning and want to constantly expand your skillset.
- Urgency & Prioritization: You can pivot quickly and balance the need to get things right with the speed of getting them done right now.
- A Solution-Oriented Outlook: When things go wrong, you don't look for blame—you immediately focus on how to fix it.
- Transparent Communication: You value honesty, clarity, and open feedback.
- Team-First Energy: You want to win together as a high-performing team and actively build connections across our remote locations.
#### Requirements
**Must Haves:**
- 3+ years of experience as an Underwriting Assistant, working with Inland Marine coverages.
- Hands-on experience working with AAIS forms and the AAIS forms library.
- Solid understanding of policy issuance, endorsement processing, and the renewal lifecycle.
- Exceptional attention to detail and organizational skills.
- Ability to work independently and manage competing priorities in a fully remote, nationwide role.
- Proficient in Microsoft Office and Google Workspace, with comfort learning new underwriting and policy administration systems.
- Strong written and verbal communication skills, with confidence corresponding directly with agents and brokers.
**Nice To Haves:**
- Prior experience specifically underwriting or supporting contractors equipment and builders risk.
- Familiarity with policy administration and rating systems used in commercial P&C.
- Progress toward or attainment of an insurance industry designation (e.g., AU, INS, CPCU).
- A genuine curiosity about InsurTech or technology-driven insurance businesses.
**Systems & Tools:**
- Forms & Rating: AAIS forms library and rating platforms
- Policy Administration: Ledgebrook's policy administration and document management system
- Communication: Google Workspace, Slack, Zoom
- Tracking: Excel / Google Sheets for underwriting file and renewal tracking
- Collaboration: Shared drives and workflow/task management tools
#### Benefits
- Full remote flexibility and asynchronous work culture.
- Unlimited PTO and fully paid sick leave.
- Comprehensive health benefits, including medical, dental, and vision coverage, plus HSA and FSA options.
- Additional financial protection and retirement benefits, including a 401(k), company-paid life insurance, and disability coverage.
#### Compensation
- Base Salary Range $72,000-$90,000- This is a good-faith compensation range based on what Ledgebrook reasonably expects to pay for this position at the time of this posting. Actual compensation may vary based on a variety of relevant factors including experience, qualifications, geographic location and other relevant factors.
- Employees in this position are eligible to participate in Ledgebrook’s equity incentive program.
**For Candidates Applying From The U.S.**
_Please note: This position is open only to candidates who are authorized to work in the United States or Canada without the need for current or future employer-sponsored work authorization. We are unable to offer sponsorship at this time._
**_Ledgebrook may use Artificial Intelligence (“AI”) as part of the job application process, including to assist us in evaluating your application. AI is used as a support tool, and hiring decisions are made by human recruiters. By submitting your information, you acknowledge that the company may use AI tools as part of our evaluation. If you need a reasonable accommodation or alternative review process because of a disability or other legally protected basis, contact hiring@ledgebrook.com. Requesting an accommodation will not negatively affect your application._**