Underwriting & Marketing Assistant

About Ck Specialty Insurance Associates

Ck Specialty Insurance Associates is a rapidly growing, independently owned wholesale insurance brokerage committed to providing innovative and customized insurance solutions to retail agents and brokers across the country. Founded with a strong entrepreneurial spirit, Ck Specialty was built on the foundation of speed, service, and partnership with our retail agents. Traits that remain at the core of everything we do.

Since our inception in 1998, we have grown into a respected name in the Excess & Surplus (E&S) marketplace. We focus on a wide range of commercial and personal lines, offering access to top-rated carriers and niche products that meet the unique needs of today’s insurance buyers.

At Ck Specialty, we operate with a 120% mentality; always going above and beyond in how we serve our clients, partners, and each other. We value precision, reliability, organization, and speed, which is why our team lives by the acronym PROS. We’re a company for self-starters, problem-solvers, and professionals who want to be part of something fast-moving and impactful.

Why Join Ck Specialty?

• Supportive, high-energy team culture
• Room for growth and career development in a fast-scaling company
• Strong leadership that invests in training and development
• A voice at the table - your ideas matter here

Whether you’re new to the insurance industry or bringing years of experience, Ck Specialty is a place where your contributions can make a real difference. We're proud of our track record, but even more excited about what's ahead.

What You'll be Doing

We’re looking for a detail-oriented professional to join our team as an Underwriting Assistant with light marketing support responsibilities. This role focuses primarily on supporting underwriting operations while assisting with select outreach and data-support activities that help drive business development behind the scenes.

The ideal candidate enjoys working with data, maintaining accurate records, supporting underwriters, and assisting with tools like Levitate for relationship management. Marketing involvement is supportive in nature only and may include data mining, contact list maintenance, and occasional introductory outreach or cold calls under direction. This position does not require travel and does not assume ownership of marketing strategy or execution, but instead provides operational support to ensure workflows remain organized, efficient, and responsive.

Marketing & Agency Support - 20%

• Proactively identify and pursue new business opportunities to expand our customer base.
• Present targeted product lines to agencies and develop sales strategies to increase adoption.
• Develop and distribute engaging marketing materials, targeted campaigns, and travel to retail agencies to understand their needs.
• Create connections with coded producers, tailoring support to their experience and goals.
• Track agency interactions, monitor campaign performance, and provide reporting on growth opportunities.
• Provide feedback and contribute ideas for improving product sheets, marketing materials, and training resources.

Underwriting Support - 80%

• Collaborate closely with the Underwriting team to ensure timely, accurate, and complete submission of documentation.
• Review incoming submissions for completeness and proactively resolve gaps before underwriter review.
• Input and update data within quoting systems and underwriting platforms to support efficient turnaround times.
• Serve as a liaison between brokers, clients, and underwriters to obtain missing details and clarify requirements.
• Maintain organized, up-to-date digital files and records to ensure compliance and accessibility.
• Track submission and quote progress, providing regular status updates to the Underwriting team and management.
• Assist in underwriting review of files, preparing quotes, and submitting to underwriters for approval.
• Support process improvements and workflow efficiencies to enhance productivity.
• Manage renewal lists, including renewal evaluation, shopping, quoting and follow up

• Proficient in documentation management and related systems
• Highly organized with strong time-management skills
• Detail-oriented with the ability to prioritize and shift between tasks efficiently in a fast-paced environment
• Positive attitude and commitment to continuous growth and professional development
• Comfortable handling a large workload and shifting focus as needed to meet deadlines
• Proactive and self-motivated, able to take initiative to follow up and resolve issues

Preferred Qualifications/ Experience

• 1-3 years of Underwriting experience
• Experience with Levitate, Canva, or similar CRM, marketing, or design tools

• 401(k) retirement plan
• Health, dental, and vision insurance
• Generous Paid Time Off, Vacation, and Sick leave
• Tuition reimbursement
• Disability insurance
• Remote work flexibility
• Exposure to a dynamic and fast-growing company, offering long-term financial independence and career flexibility.