Underwriting Assistant — Drive Risk & Workflow Excellence

DUAL North America, Inc.; San Diego (CA); Hybrid; USD 50,000 - 67,000; 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 San Diego. The role focuses on administrative and data processing tasks, ensuring timely processing of submissions and accurate recordkeeping.

You will be the first point of contact for inquiries, help with file set-up, and coordinate with underwriters to maintain workflow efficiency while upholding compliance and service standards.

Qualifications

• Bachelor's Degree in a 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).
• 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.

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.
• Respond to client phone calls and emails, with understanding of offered products.
• Review and issue policies within authority level.
• Review and approve tasks 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 within guidelines.

Skills

Insurance terminology

Excellent communication

Typing 35 wpm

Attention to detail

Education

Bachelor's Degree in business-related field

Tools

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Data entry

Job description

DUAL North America, Inc. is seeking an Underwriting Assistant to support the Underwriting department in San Diego. The role focuses on administrative and data processing tasks, ensuring timely processing of submissions and accurate recordkeeping.

You will be the first point of contact for inquiries, help with file set-up, and coordinate with underwriters to maintain workflow efficiency while upholding compliance and service standards.