Underwriting Assistant

hyperiongrp; San Diego (CA); Hybrid; USD 33,000 - 44,000; Full time

Benefits offered by this job

Medical, dental, vision

Unlimited PTO

401k with company match

Paid volunteer days

Job summary

DUAL North America, Inc. is seeking an Underwriting Assistant in San Diego, CA, with a hybrid work arrangement. The role supports underwriters by handling data entry, file clearance, and communications with clients and partners.

Your responsibilities include processing documents, responding to inquiries, and ensuring timely policy handling and compliance within established guidelines.

Qualifications

• Bachelor's Degree in business-related field preferred.
• Typing 35 wpm minimum; strong written/verbal skills.
• Working knowledge of insurance terminology.
• Proficient with Word, Excel, Outlook, PowerPoint.
• Follow policies and procedures; detail-oriented.

Responsibilities

• First point of contact for customer inquiries during the account life cycle.
• Clearance and setup of electronic files; prequalify risks per underwriting guidelines.
• Generate, edit and send out correspondence on behalf of Underwriters (e.g., declination letters, quotes).
• Respond to client calls and emails; understand products offered.
• Review and issue policies within authority; review and approve tasks.
• Order, review and follow up on inspections as needed; follow up on carrier subjectivities.
• Issue notices and handle mailings; process endorsements and cancellations per guidelines.

Skills

Typing 35 wpm

Communication

Microsoft Office

Attention to detail

Insurance terminology

Education

Bachelor's degree in business-related field

Tools

Microsoft Office Suite

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 Underwriting Assistant

• Classification: Non-exempt/Full-time
• Reports to: Operations Supervisor
• Travel: 0-10%
• Hourly Rate: $24.00-32.00/hr.
• Location: San Diego, CA, Chicago, IL, Hybrid

Role overview

Dual North America is seeking a Underwriting Assistant 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 an Underwriting Assistant, you will support underwriters through a variety of administrative and data processing tasks, including gathering documentation, entering information into systems, and managing workflows. You'll help ensure policies are processed efficiently, submissions are handled in a timely manner, and operational tasks run smoothly across the underwriting team.

Role responsibilities

• 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

Key requirements

• Bachelor's Degree in a business-related field (i.e., Business, Economics, Finance, Accounting, Statistics, etc.) preferred
• Working knowledge of Insurance terminology
• Typing proficiency (35 wpm minimum)
• Excellent written, verbal and client-facing communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Ability to follow policies and procedures
• Self-motivated with strong attention to detail
• Travel may be required up to 10% of the time
• 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, 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.