Perceptive Underwriting

Underwriting and Office Assistant

PositionUnderwriting and Office Assistant

LocationNew York, USA

Reporting toHead of Trade Credit USA and Canada

Job Summary

To support the Trade Credit Department with all office, underwriting and credit analysis support processes and procedures.  

Principal Duties/Responsibilities

  • Supporting the Trade Credit department in the management of the office, underwriting and credit analysis support processes and procedures
  • Processing enquiries, status updates and updating policy contract information onto our underwriting system(s)
  • Raising premium invoices, performing reconciliations of policy premiums, and supporting that the aged debt is kept to targeted levels through reminders
  • Support Underwriting process such as preparing data for quotes, chasing outstanding subjectivities and information from brokers, performing sanctions checks on risks logged, alerting Underwriters on renewals
  • Ensuring our underwriting system(s) and the electronic filing system and/or document repository are kept up to date and the information is accurate and organised
  • Support credit analysis process such as generating agency reports, entering credit limits in our buyer underwriting system
  • Undertake support tasks such as answering phone calls, taking messages, arranging and assisting with broker appointments
  • Manage office tasks such as maintaining broker lists, supply purchases, mailing, visitor registration and reserving meeting rooms
  • Support corporate entity tasks such as licensing renewal management
  • Assisting with audits and TOBA compliance
  • Assisting on marketing activities (newsletters, meeting with brokers, presentations etc.)
  • Identify efficiencies to any processes or tasks and work with the team head to implement these.
  • Representing Nexus brand and values
  • Complete a minimum of 15 hours of continuous professional development annually
  • Refer any matter beyond the level of an individual’s experience or authority to their line manager


  • Excellent organisational skills and the ability to multi- task
  • Ability to work under pressure as part of a small team
  • Excellent communication skills
  • Attention to detail and deadlines
  • Ability to maintain and develop good working relationships at all levels
  • Excellent time management
  • Accurate record keeping
  • Confident and able to work on own initiative and with limited supervision
  • IT literacy including advanced skills in Word, Excel, PowerPoint, Outlook and other Microsoft Office applications

Required Qualifications, Skills, Knowledge, Experience

General Education preferred

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To apply for this position please Contact: Helen Saar

Contact Email:

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