Underwriting Support Partner

Reporting Line: Head of XoL (Portfolio Management or New Business)

The Underwriting Support Partner supports the end-to-end administration of Excess of Loss (XoL) new business and renewals, ensuring accurate data management, underwriting support, policy implementation, and efficient coordination across internal stakeholders.

Key Responsibilities and Duties

• Establish and maintain electronic case files and documentation for all renewal and new business opportunities.
• Initiate and manage new business set-up in the system - Compass or Pluriform during the transition period).
• Coordinate and manage Know Your Customer (KYC) requirements in compliance with internal policies.
• Prepare and maintain renewal pricing models in Excel, including updating expiring coverage, requested renewal terms, and prior-year underwriting rationale for comparative analysis.
• Conduct preliminary reviews of buyer information within IRP to identify cases requiring updated financial information and update pricing models accordingly.
• Create and manage pre-check Credit Limit Requests (CLRs) for renewal and new business export buyers, ensuring timely follow-up with assigned underwriters.
• Prepare and submit recommended renewal and new business CLRs within IRP, including proposed limit amounts, supporting financial information, effective dates, and internal/external comments for underwriter review and approval.
• Remove obsolete, unapproved, or unnecessary CLRs related to renewal and new business transactions.
• Complete and maintain final Risk-Based Pricing (RBP) documentation based on issued binders.
• Coordinate and manage the policy issuance process in partnership with the Policy Implementation team.
• Ensure completion of renewal and new business checklists and upload all required documentation to Compass.
• Manage operational and system-related requests, including finance ticket resolution, buyer creation and maintenance, and assignment of buyers to the appropriate Group Hierarchy (GH).
• Process and maintain policy mid-term adjustments within Compass.
• Maintain accurate records and ensure data integrity across all relevant systems and documentation.

Required Qualifications and Skills

• Bachelor's degree in Business, Finance, Insurance, Economics, or a related field preferred.
• 0–2 years of relevant experience in credit insurance, finance, banking, credit management, or a similar environment.
• Strong analytical and research skills.
• High attention to detail and accuracy.
• Excellent organizational and prioritization skills.
• Proficiency in Microsoft Excel and data management systems.
• Strong interpersonal and customer service skills.
• Positive attitude, adaptability, and willingness to learn.
• Ability to manage multiple tasks and deadlines in a fast-paced environment