Underwriting Assistant (Hybrid) – Impact & Growth

4001US00 DUAL North America Inc; 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. in San Diego is seeking an Underwriting Assistant to support the Underwriting department with administrative and data processing tasks.

The role helps ensure policies are processed efficiently and submissions are handled in a timely manner. You will work in a hybrid environment with travel up to 10% and collaborate with underwriters, clients and partners to maintain data accuracy and service quality.

Qualifications

• Bachelor's degree in business-related field preferred.
• Typing proficiency of 35 wpm minimum.
• Excellent written, verbal and client-facing communication skills.
• Working knowledge of insurance terminology.
• 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.
• 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

Skills

Typing

Microsoft Office

Communication

Attention to detail

Self-motivated

Education

Bachelor's degree in business

Job description

DUAL North America, Inc. in San Diego is seeking an Underwriting Assistant to support the Underwriting department with administrative and data processing tasks.

The role helps ensure policies are processed efficiently and submissions are handled in a timely manner. You will work in a hybrid environment with travel up to 10% and collaborate with underwriters, clients and partners to maintain data accuracy and service quality.