- 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.
- 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.
- 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.
- 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.
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Underwriting Assistant - Naples, United States - Howden Group Holdings
Description
At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world.
The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key.
DUAL North America, Inc. is seeking a
Underwriting Assistant - Financial & Specialty Lines
Essential Functions:
Preferred:
A career that you define. Yes, we offer all the usual rewards and benefits - including medical, dental, vision, a wide variety of wellbeing offers, competitive salary, unlimited PTO, 401k with company match, paid volunteer days and more.
We provide an environment where new ideas are encouraged and celebrated, where people who want to have a real hand in our success thrive. We want people who want to make a difference - not just in the workplace, but in the industry and in the wider community.
EEO Statement:
We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. DUAL North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. DUAL will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
