Occupation

Insurance Underwriters

Human Advantage 67%

Significant human skills needed

AI Automation Risk Moderate Risk
3.6 / 10

Some tasks in this role may be augmented by AI, but human oversight and interpersonal skills remain important.

Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.

Also Known As: Account Manager Underwriter, Account Underwriter, Automobile and Property Underwriter, Bond Underwriter, Casualty Underwriter, Commercial Credit Underwriter, Commercial Insurance Underwriter, Commercial Lines Underwriter +23 more

Video

Core Tasks

  1. Examine documents to determine degree of risk from factors such as applicant health, financial standing and value, and condition of property.
  2. Decline excessive risks.
  3. Write to field representatives, medical personnel, or others to obtain further information, quote rates, or explain company underwriting policies.
  4. Evaluate possibility of losses due to catastrophe or excessive insurance.
  5. Review company records to determine amount of insurance in force on single risk or group of closely related risks.
  6. Decrease value of policy when risk is substandard and specify applicable endorsements or apply rating to ensure safe, profitable distribution of risks, using reference materials.
  7. Authorize reinsurance of policy when risk is high.

Emerging Tasks

New and evolving responsibilities for this role:

  • Answer agents' questions about insurance coverage.

Education & Training

Job Zone 4 Job Zone Four: Considerable Preparation Needed
Education: Most of these occupations require a four-year bachelor's degree, but some do not.
Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
On-the-Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

Education Level Distribution

Percentage of workers in this occupation with each education level.

Bachelor's Degree
70%
High School Diploma - or the equivalent (for example, GED)
10%
Associate's Degree (or other 2-year degree)
10%
Some College Courses
7%
Post-Baccalaureate Certificate - awarded for completion of an organized program of study; designed for people who have completed a Baccalaureate degree but do not meet the requirements of academic degrees carrying the title of Master.
3%

Technology & Tools

Hot Technologies

  • C++
  • Microsoft Access
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Windows
  • Microsoft Word

Software (29)

  • Anodas Software Limited Phoenix
  • CSC nbAccelerator
  • Consilience Software Maven Insurance Automation Suite
  • Database software
  • Delphi Technology
  • Fair Isaac Enterprise Decision Management for Insurance
  • Fannie Mae Desktop Underwriter
  • Fiserv Advanced Underwriting
  • IBM FileNet Content Manager
  • LabOne NET
  • LexisNexis
  • NIIT Technologies WinRisk
  • QualCorp FormsPlus
  • RGA AURA
  • RGA Facultative Application Console
  • SIS SEMCI PARTNER
  • Skywire Software InsBridge
  • Spreadsheet software
  • Valen Technologies Risk Manager
  • Web browser software
  • Word processing software

Tools & Equipment (5)

  • 10-key calculators
  • Desktop computers
  • Laptop computers
  • Notebook computers
  • Personal computers

Where This Career Leads

Career progression organized by specialty track and experience level.

Insurance Advanced Manufacturing

Zone 4
Insurance Underwriters You are here
Zone 5
Mathematicians 77% match

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Real Talk

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