Underwriting Assistant

Posted 9 Days Ago
Be an Early Applicant
San Diego, CA
1-3 Years Experience
Insurance
The Role
The Underwriting Assistant serves as the primary contact for customer inquiries and handles the clearance and setup of electronic files. Responsibilities include generating correspondence, reviewing policies within authority, and performing clerical duties as assigned. The role requires attention to detail and proficiency in various software applications, working independently in a hybrid environment.
Summary Generated by Built In

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world.
The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key.

DUAL North America, Inc. is seeking a

Underwriting Assistant

Classification: Non-Exempt/Full-time

Division: Operations

Reports to: Operations Supervisor

Travel: 0-10%

Work Environment: Hybrid

Hourly Range: $25-$27

Essential Functions:

  • First point of contact for customer inquiries during the account life cycle
  • Clearance and set up of electronic files, including filing. Prequalify risks per underwriting guidelines
  • Generate, edit and send out a variety of correspondence on behalf of the Underwriters. Ex: Declination letters, quote follow ups, subjectivity reminders
  • Respond to client phone calls and emails, which requires the ability to understand the products offered
  • Review and issue policies within authority level
  • Review and approve task within authority level
  • Order, review and follow up on inspections as needed
  • Follow up for carrier subjectivities
  • Issue Notices and handle mailings as needed
  • Issue endorsements and cancellations/reinstatements according to established underwriting guidelines within required timeframes
  • Other related clerical and administrative duties as assigned

Job Requirements (education, experience, skills):

Preferred:

  • Bachelor's Degree in a business-related field (i.e., Business, Economics, Finance, Accounting, Statistics, etc. Or Associate's degree (A.A.) or equivalent from a two-year college or technical school with 1 to 3 years preferred
  • Proficiency in agency management system(s) 
  • Experience working in a “paperless” environment

Required:

  • Working knowledge of Insurance terminology
  • Typing proficiency (35 wpm minimum)
  • Proficiency in Microsoft Office Suite
  • Ability to follow policies and procedures
  • Complete assigned tasks correctly and on time
  • Must be able to learn quickly, know when to ask questions, be self-motivated and demonstrate an attention to detail
  • Be able to work independently for extended periods
  • Excellent written and verbal communication skills as well as a general understanding of business writing
  • Basic math skills needed for determining premium amounts, commissions, etc.
  • Organizational/Time Management skills – The candidate must be able to handle multiple and varying assignments on a daily basis and be able to properly evaluate their importance
  • Must be able to work well in a small office environment and show a willingness to support the team including general clerical and administrative tasks as needed
  • If you do not meet all the qualifications for this role, we still encourage you to apply, as we are always looking for diverse talent to join our growing team.

What we offer:
A career that you define. Yes, we offer all the usual rewards and benefits - including medical, dental, vision, a wide variety of wellbeing offers, competitive salary, unlimited PTO, 401k with company match, paid volunteer days and more.

We provide an environment where new ideas are encouraged and celebrated, where people who want to have a real hand in our success thrive. We want people who want to make a difference - not just in the workplace, but in the industry and in the wider community.

EEO Statement:
We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. DUAL North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. DUAL will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

The Company
Minneapolis, Minnesota
658 Employees
On-site Workplace
Year Founded: 2008

What We Do

The global reinsurance broker and risk, capital, and strategic advisor focused on relentless innovation and superior analytics for top client service. Part of Howden

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