Title: Assistant Underwriter Location: Scottsdale United States Job Description: Join Our Team as an Assistant Underwriter at Amwins Self-Funded, LLC., an Amwins Group Company! Join Amwins Self-Funded, LLC., as an Assistant Underwriter. The Underwriting Assistant provides foundational support to the underwriting team by coordinating proposal materials, organizing data, and maintaining accurate documentation throughout the sales and renewal process. This role is designed as a learning and development position, giving team members hands-on exposure to the underwriting process while building the skills and knowledge required to grow into a full Underwriter role. This is an in-office position that offers flexibility to work from home up to 2 days a week after the completion of training. Why Choose Amwins? At Amwins, we value our team members and offer a range of benefits to enhance your work experience: - Flexibility: Enjoy a hybrid work environment with flexible scheduling options. - Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays. - Continual Learning: Thrive in a collaborative, education-focused work environment. - Annual Bonus Program: Earn rewards through our bonus program after just one year of employment. Learn more about us at amwins.com/benefits. Responsibilities include: - Support: Assist underwriters in preparing RFP responses, renewal packets, and proposals for both new business and existing clients. - Review: Examine incoming prospects and renewal data for completeness and accuracy before submission to stop-loss markets. - Analyze: Assist with network analyses, utilization summaries, and quote spreadsheet preparation. - Organize: Maintain organized files of historical client and proposal data for business analysis and reference. - Communication: Interact internally with brokers, third-party administrators, and carrier partners as directed by the underwriting team. - Track: Monitor and follow up on outstanding submissions and renewal responses. - Administration: Provide general administrative and data support to ensure deadlines are met and deliverables are accurate. - Participate: Engage in training, team meetings, and workflow improvement initiatives to develop technical knowledge and business understanding. Qualifications include: - Education: A college degree or equivalent work experience is strongly preferred. - Experience: Insurance and/or Underwriting experience is strongly preferred. - Confidentiality: Ability to maintain a high level of professionalism and confidentiality. - Customer Service Focused: Must be customer service oriented. - Tech Proficiency: Strong proficiency with Microsoft office products including Word, Excel, Outlook and PowerPoint. - Technology & Adaptability: Comfortable working in evolving, technology-driven environments, including the adoption of new tools, systems, and AI-enabled workflows; able to adapt quickly as processes and responsibilities change. - Prioritization: Proven ability to effectively manage time, prioritize workload and meet deadlines in fast-paced environment. - Strong teamwork skills: ability to work cooperatively and jointly with various staff members. - Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties. - Attention to Detail: Sense of urgency and attention to detail are necessities. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Establish rates and retentions for new and existing Group Benefit plans ensuring that the appropriate target profitability levels are achieved • Provide internal account management to proactively manage and/or respond to client requests relating to pricing and benefit changes • Demonstrate a keen understanding of liability associated with various group benefits arrangements • Prepare quotation submissions, including responses to questionnaires • Onboard new clients – develop complex client structures and applications • Work with internal partners to ensure administrative and plan design features can be managed • Improve operating performance that results in long term financial success • Negotiate contracts - financial arrangements, benefit plan provisions, service and performance standard agreements

• Review of incoming submissions and subsequent documents/reports for completeness along with class of policy (Group or Individual), branch code and other required information • Work with Underwriters and Sales staff to assess submitted information • Process reserves in policy issuance system • Participate as needed in systems and workflow development as required • Review workload daily to prioritize timelines for medical underwriting review submissions. Work with management as issues arise • Support our Benefits Underwriting Department with daily tasks Assist underwriters in managing a book of business and help improve the underwriting process • Assist the Claims Department with authorized services, narratives, and reserves.

• Provide strategic and operational leadership for the underwriting organization. • Drive performance, scalability, and consistency across all lending channels. • Build a high-performing organization that delivers sound credit decisions. • Maintain regulatory compliance and support company’s growth objectives. • Lead enterprise-wide collaboration across Sales, Operations, Capital Markets, Product, Risk, Compliance, and Technology. • Enhance underwriting capabilities, improve efficiency, and elevate customer and employee experience. • Set and execute a forward-looking underwriting vision aligned with corporate growth. • Contribute to enterprise decision-making and cross-functional strategic initiatives. • Champion continuous improvement through modernization of processes and tools. • Establish performance frameworks, KPIs, and accountability measures for quality and speed. • Optimize organizational structure and resource allocation. • Oversee end-to-end underwriting execution across all products and channels. • Partner with Technology to advance automation and decisioning tools. • Develop and mentor senior underwriting leaders to build a strong leadership bench.