Underwriting Assistant — Data & Client Support (Hybrid)

Howden Group; 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 to support the Underwriting department in a hybrid role based in San Diego, CA. Assist with data entry, file setup, and workflow management to help underwriters focus on risk evaluation and compliance.

The role involves handling inquiries, preparing correspondence, and processing policies within authority, with 0–10% travel and a $24.00–$32.00 hourly rate. Join a collaborative team and contribute to smooth underwriting operations.

Qualifications

• Bachelor's degree in business-related field 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).

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 (e.g., declination letters, quote follow ups).
• Respond to client phone calls and emails regarding the products offered.
• Review and issue policies within authority level.
• Review and approve tasks within authority level.

Skills

Typing

Communication

MS Office

Policies & procedures

Attention to detail

Insurance terminology

Travel up to 10%

Education

Bachelor's degree in business-related field

Tools

Microsoft Office

Job description

DUAL North America, Inc. is seeking an Underwriting Assistant to support the Underwriting department in a hybrid role based in San Diego, CA. Assist with data entry, file setup, and workflow management to help underwriters focus on risk evaluation and compliance.

The role involves handling inquiries, preparing correspondence, and processing policies within authority, with 0–10% travel and a $24.00–$32.00 hourly rate. Join a collaborative team and contribute to smooth underwriting operations.