Insurance Underwriting Assistant

Summary

Join The Dentist Insurance Company (TDIC) as an Underwriting Assistant! This remote-first position, with a preference for candidates in the Sacramento, CA area, offers a competitive salary ($52,000-$60,000) and a comprehensive benefits package. You will play a vital role in supporting the underwriting team, handling customer inquiries, processing policy changes, and ensuring accurate file documentation. The ideal candidate possesses strong analytical and communication skills, along with experience in the insurance industry. TDIC offers a supportive and collaborative work environment with opportunities for professional development and growth. This is a chance to contribute to a successful and reputable company dedicated to serving dentists.

Requirements

• High school diploma or GED required
• Minimum one year experience working in the insurance industry and/or an Underwriting department
• Demonstrate excellent analytical skills with a strong attention to detail
• Ability to prioritize workload to meet deadlines, and manage multiple projects
• 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

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

Preferred Qualifications

• Bachelor’s degree preferred
• Property and Casualty License is required. If not held, must be willing to obtain Property and Casualty license

Benefits

• Remote and hybrid flexibility and technology to support remote work
• Generous time off program starting at 22 days of PTO and 13 paid holidays (includes a floating holiday and winter closure)
• Highly competitive medical, dental and vision plans, including FSA and HSA account options
• 401(k) plans, with a generous match and safe harbor contributions upon eligibility
• Paid parental leave
• Wellness programs, including incentives and an In-Shape Family Fitness discount
• Opportunities for professional development, training and leadership skill-building
• Critical illness, accident, life, pet, short term and long-term disability insurance options
• Employee Assistance Program (EAP) for support navigating day-to-day challenges