DUAL North America is a company that values independence and people at its heart. They are seeking an Underwriting Assistant - Casualty who will serve as the first point of contact for customer inquiries and assist with various underwriting tasks throughout the account life cycle.
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
- More
Company Overview
- DUAL North America offers commercial property, financial, and casualty services. It was founded in 2013, and is headquartered in Naples, Florida, USA, with a workforce of 501-1000 employees. Its website is https://www.dualinsurance.com/us-en.