Underwriting Assistant - Casualty

DUAL North America is a company that prioritizes a people-first culture and is seeking an Underwriting Assistant - Casualty. The role involves being the first point of contact for customer inquiries, managing electronic files, generating correspondence, and issuing policies and endorsements within established underwriting guidelines.

Responsibilities

• First point of contact for customer inquiries during the account life cycle
• Rush 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 tasks within authority level
• Order, review, and follow up on inspections as needed (as required by line)
• Follow up for carrier subjectivities
• Issue Notices and handle in-house mailings as needed
• Issue endorsements and cancellations/reinstatements according to established underwriting guidelines within required timeframes
• Issue binders and invoices within authority level
• Research issues escalated by Underwriting team including review of BPO transactions as needed

Skills

• Working knowledge of Insurance terminology
• Typing proficiency (35 wpm minimum)
• Proficiency in Microsoft Office Suite
• Ability to follow policies and procedures
• Complete assigned tasks correctly and on time
• Must be able to learn quickly, know when to ask questions, be self-motivated and demonstrate an attention to detail
• Be able to work independently for extended periods
• Excellent written and verbal communication skills as well as a general understanding of business writing
• Basic math skills needed for determining premium amounts, commissions, etc
• Organizational/Time Management skills – The candidate must be able to handle multiple and varying assignments daily and be able to properly evaluate their importance
• Must be able to work well in a small office environment and show a willingness to support the team including general clerical and administrative tasks as needed
• Bachelor's Degree in a business-related field (i.e., Business, Economics, Finance, Accounting, Statistics, etc. Or Associate degree (A.A.) or equivalent from a two-year college or technical school with 1 to 3 years preferred
• Proficiency in agency management system(s)
• Experience working in a “paperless” environment

Benefits

• Medical
• Dental
• Vision
• A wide variety of wellbeing offers
• Competitive salary
• Unlimited PTO
• 401k with company match
• Paid volunteer days
• And more

Company Overview