Underwriting Assistant
Prepare underwriting documentation and risk information ahead of underwriter review, keeping the pipeline moving.
Customer Intake
Handle inbound customer queries and initial case logging.
Claims Processing
Administer and process claims through to resolution.
Policy Administration (Underwriting)
Administer policy issuance, endorsements and underwriting prep.
Compliance & Risk
Perform KYC/AML checks and compliance operations.
Reconciliation
Reconcile transactions and investigate exceptions.
Five reasons clients stay past the first hire
One resource, only yours
No shared queue, no rotating cast. Your dedicated resource works exclusively for you and stays.
25 years of Australian market experience
Founder Rohit Sahdev's 25 years in the Australian market, including senior leadership at Telstra, shape how every dedicated team is managed.
You always know what your team is doing
Every dedicated resource works behind Screenshot Monitor — auditable activity and reporting, not a black box.
No more "That's not my job."
Your dedicated outsourced resource adapts to what your business needs, takes ownership and grows their career by stepping up to new challenges.
Capacity without the hiring squeeze
Skilled and reliable operational talent is harder to hire locally right now. A dedicated resource adds capacity without adding to that pressure.
The outcome this role is built for
Cleaner, faster underwriting decisions — because risk information is gathered and organised thoroughly before it reaches the underwriter.
What this role owns day to day
Core responsibilities
- Gather and organise risk information for underwriter review
- Prepare underwriting documentation to a consistent standard
- Follow up on outstanding information from brokers or clients
- Maintain accurate underwriting file records
Works inside
Reported on weekly
| Case turnaround | Time from instruction to file ready |
| Completeness | Files with all required risk information |
| Queue ageing | Files sitting past expected timeframe |
| Rework | Files requiring additional information after review |
Works your hours. Picks up the work.
Australian business hours
Aligned to your primary time zone and holiday calendar for day-to-day coverage.
9am–5pm style coverage, matched to your roster
Extended coverage
Stretch shift start/end times around peak claim or query volume.
Early-start or late-finish shifts, by agreement
Round-the-clock rotation
Rotating dedicated resources for genuine 24-hour case coverage.
Multiple dedicated seats, handover documented
What "no that's not my job" looks like in practice: a risk file is missing information that isn't on the standard checklist for that class of business — it still gets chased instead of being submitted incomplete.
What stays with your authorised staff
Underwriting decisions remain authorised onshore activities. This role prepares documentation — it doesn't assess or price risk.
The market backdrop for underwriting support hires
of Australian small businesses expected difficulty meeting financial commitments in June 2026.
of Australian businesses reported rising operating expenses in June 2026 — 65% citing overheads, 40% citing staffing costs.
Australian wage growth over the year to the March quarter 2026 (3.2% in the private sector), raising the cost of hiring locally.
Statistics checked in July 2026 from the Australian Bureau of Statistics and ServiceNow. See our Challenges We Solve page for full sourcing and context.
The same skillset, wherever regulated cases need processing
Strip away the policy-specific platforms and this role is a recognisable shape: process a case through defined stages, apply documented rules, and keep a clean audit trail.
Doing this in-house with stretched staff, or paying a third party
- Documentation prep competes with other priorities
- Underwriters chase missing information themselves
- Turnaround slows during peak submission periods
A dedicated underwriting assistant, outsourced to us
- One resource whose only job is preparing risk files
- Reports to your own underwriting manager, not a third party
- Same Screenshot Monitor transparency, direct to you
Telecommunications
Service order and activation administration mirrors policy issuance closely.
Order systemsMortgage Broking
Loan document preparation shares the same structured intake-to-issuance shape.
Aggregator CRMReal Estate & Property Management
Lease issuance and renewal administration follows the same lifecycle.
PropertyMe · CRMRecruitment & Staffing
Contract issuance and placement administration mirrors this shape closely.
ATS/CRMNo guessing what this role worked on. Full sample report on the Financial Services page →
Discovery, role design, and a candidate you interview yourself.
You define outcomes, tools and work hours. We source, screen and put forward candidates you interview and approve. Once live, your resource follows your systems, escalation model and reporting cadence — reviewed together on a schedule you set.
Questions about hiring a dedicated Underwriting Assistant
Ready to add this role to your team?
Tell us your submission volumes and lines of business — we'll shortlist candidates against your actual task list.