Looking for expert underwriting services? At SOURCE, our Underwriters specialize in assessing risk and determining the terms of insurance policies and loans. Our Underwriters leverage their expertise to provide accurate and reliable risk assessments that protect your business interests.

Roles & Responsibilities

  • Risk Assessment: Evaluate applications for insurance and loans, assessing the level of risk involved.
  • Decision Making: Determine the terms and conditions of coverage or loan approval, including rates and limits.
  • Documentation: Prepare and maintain detailed documentation of underwriting decisions and processes.
  • Compliance: Ensure compliance with all regulatory requirements and company policies.
  • Collaboration: Work closely with agents, brokers, and clients to gather necessary information and clarify requirements.
  • Performance Monitoring: Monitor portfolio performance and make recommendations for policy adjustments.


Education and Experience

  • Degree: Bachelor’s degree in Finance, Business Administration, or a related field.
  • Experience: Minimum of 3 years of experience as an Underwriter.

Technical Skills

  • Underwriting Software: Proficient in underwriting software and risk assessment tools.
  • Risk Analysis: Strong skills in risk analysis and financial evaluation.
  • Compliance Knowledge: Knowledge of regulatory requirements and industry standards.

Soft Skills

  • Analytical Thinking: Strong analytical skills to assess risk and make informed decisions.
  • Communication: Excellent verbal and written communication skills.
  • Attention to Detail: Strong attention to detail to ensure accuracy in assessments and documentation.
  • Decision Making: Strong decision-making skills to evaluate risk and determine appropriate terms.

How To Get Started

Ready to enhance your underwriting process with a dedicated Underwriter? Contact us today at to discuss how our experts can help you achieve your business goals.

Up To 83% Savings
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10, 20 or 40 Hours
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Working Hours:
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Philippines Rate (Avg):
$1,500 / mo
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India Rate (Avg):
$1,500 / mo
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Latam Rate (Avg):
$2,600 / mo
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European Rate (Avg):
$3,500 / mo
Apply now
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