California Dental Association is hiring a
Insurance Underwriting Assistant

Summary

Join CDA as an Administrative and Underwriting Assistant in the Sacramento region. This role involves performing administrative and underwriting tasks to assist underwriters, promoting good customer relations, and working independently in a remote work environment.

Requirements

• High school diploma or GED required
• Property and Casualty License is required. If not held, must be willing to obtain Property and Casualty license
• Relationship skills: participating as an active, contributive and supportive member of a team to achieve shared goals
• Communication skills: not hesitating to have hard conversations or ask tough questions; being able to provide timely, empathetic and constructive feedback
• Critical thinking skills: applying analysis, creativity, resilience and logic to reach optimal outcomes; developing and implementing solutions
• Adaptation skills: appropriately adapting behavior to changing conditions; modifying approach to succeed with new situations and timelines
• Proficient computer skills, including, Excel, Word, PowerPoint
• Demonstrate excellent verbal, written and interpersonal communication skills
• Ability to work in a deadline driven, fast-paced environment
• Ability to adapt to a changing environment
• Ability to work in a collaborative environment
• Demonstrate excellent analytical skills with a strong attention to detail
• Ability to prioritize workload to meet deadlines, and manage multiple projects
• Ability to work independently with minimal supervision

Responsibilities

• Promote good customer relations through direct and indirect contact with all in state and out of state brokers
• Respond to internal and external customer inquiries and service issues via phone and email professionally and within company established standards
• New business rating and file prep
• Facilitate new business communication to agents, components and policyholders. Verify and produce critical information for file documentation (dates, premium, policy numbers, claims reports, applicable forms, subject to items, etc.)
• Work directly with underwriters to obtain approval when necessary per team guidelines and authority levels
• Process & issue policy change requests (endorsements) from both in house and out of state brokers
• Approve/decline limit changes for all lines of coverage
• Gather information needed for discount requests for all lines of coverage
• Respond to requests for coverage and claims history from policyholders and third parties. Review Authorization and Release of Information to ensure proper compliance
• Process Appeals for reinstatement within authority. Handle non-payment cancellations and non-member cancellations within authority
• Responsible for reviewing and processing Renewal Questionnaires
• Reconcile active policies with non-CDA membership report and prep for non-renewal
• Prep files for audit and non-renewal
• Contribute to a positive working environment
• Perform effectively in a remote work environment by balancing work responsibilities independently without the need for normal in office social interactions
• Reviews reports and processes changes as needed

Preferred Qualifications

• Bachelor’s degree preferred
• Minimum one year experience working in the insurance industry
• Knowledge of insurance terminology and concepts preferred