Underwriting Assistant

Howden•San Diego, CA

7d•$24 - $32•Hybrid

About The Position

DUAL North America is seeking an Underwriting Assistant to support the Underwriting department. 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.

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.

Nice To Haves

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

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