Producer Relations Administrator

Howden; San Diego (CA); Hybrid; USD 60,000 - 65,000; Full time

Job summary

DUAL North America is seeking a Producer Relations Administrator to support the Underwriting department.

At DUAL, the Underwriting Operations team supports the underwriting function by streamlining workflows, managing data accuracy, and ensuring operational efficiency. You’ll help onboarding and relationship management of brokers and agents, maintain producer data, and assist with licensing or compliance follow-ups.

Qualifications

• Bachelor’s degree preferred.
• 0-3 years of experience in related field.
• Knowledge of insurance industry and/or related compliance.
• MGA/Insurance systems a plus (AIM, IMS, InsuranceNow).
• Excellent written, verbal and client-facing communication skills.
• Ability to follow policies and procedures.
• Self-motivated with strong attention to detail.
• Microsoft Office Suite proficiency.

Responsibilities

• Administers licensing compliance for agencies and producers in all states.
• Maintains Agency and Individual Producers licenses for E&O, P&C, Surplus Lines, Personal Lines where applicable.
• Reviews the information presented on new agency/producer applications for compliance with DUAL NA and state requirements.
• Coordinates all appointments/terminations/renewals of Agency and Individual Producer licenses for all states pertinent.
• Collaborates closely with Agency and Producers to resolve any licensing issues.
• Maintains active knowledge within all 50 states of requirements and compliance for Insurance P&C, Personal Lines, Surplus Lines, and Appointments.
• Provides excellent client service to Agencies and Producers as it relates to licensing/compliance while showing “ease of doing business” with DUAL NA.
• Maintains licensure database(s).
• Collaborates with various internal divisions to include Corporate Compliance, Legal, IT and Division leaders.
• Creates and maintains high-level licensing compliance reporting on each agency/individual.
• Works monthly on advising and requesting Agency and Producers on upcoming licensure expiration dates.
• All other tasks as assigned.

Skills

Communication

Client-facing

Attention to detail

Mergers/acquisitions knowledge

Licensing knowledge

Education

Bachelor's degree preferred

Tools

Microsoft Office

Salesforce

AIM

IMS

InsuranceNow

Job description

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

Producer Relations Administrator

• Classification: Exempt
• Reports to: VP, Operations/Centralized Licensing
• Travel: 0-10%
• Location: San Diego, CA/Hybrid
• Salary Range: $60,000.00-$65,000.00

Role overview

DUAL North America is seeking an Producer Relations Administrator to support the Underwriting department.

At DUAL, the Underwriting Operations team supports the underwriting function by streamlining workflows, managing data accuracy, and ensuring operational efficiency. The team plays a critical role in enabling underwriters to focus on risk evaluation while maintaining compliance and delivering timely service to clients and partners.

As a Producer Relations Administrator, you will support onboarding and relationship management of brokers and agents. You’ll help maintain producer data, facilitate inquiries, and assist with licensing or compliance follow-ups.

Role responsibilities

• Administers compliance with Agency & Producer insurance license(s) in all states where Agency/Producer submit business to DUAL NA
• Maintains Agency and Individual Producers licenses for E&O, P&C, Surplus Lines, Personal Lines where applicable
• Reviews the information presented on new agency/producer applications for compliance with DUAL NA and state requirements
• Coordinates all appointments/terminations/renewals of Agency and Individual Producer licenses for all states pertinent
• Collaborates closely with Agency and Producers to resolve any licensing issues
• Maintains active knowledge within all 50 states of requirements and compliance for Insurance P&C, Personal Lines, Surplus Lines, and Appointments
• Provides excellent client service to Agencies and Producers as it relates to licensing/compliance while showing “ease of doing business” with DUAL NA
• Maintains licensure database(s)
• Collaborates with various internal divisions to include Corporate Compliance, Legal, IT and Division leaders
• Creates and maintains high-level licensing compliance reporting on each agency/individual
• Works monthly on advising and requesting Agency and Producers on upcoming licensure expiration dates
• All other tasks as assigned

Key requirements

• Bachelor’s degree preferred
• 0-3 years if experience in related field
• Knowledge of insurance industry and/or related compliance
• MGA/Insurance systems a plus (AIM, IMS, InsuranceNow)
• Excellent written, verbal and client-facing communication skills
• Ability to understand and process mergers/acquisitions accurately while working closely with Agency
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Experience in Salesforce preferred
• Ability to follow policies and procedures
• Self-motivated with strong attention to detail
• Must be able to remain in a stationary position 50% of the time, with occasional movement in the office to access cabinets and equipment.
• If you do not meet all the qualifications for this role, we still encourage you to apply

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.