Insurance Underwriting Assistant

Remote
Full Time
Entry Level
 
Job Title:Underwriting Assistant
Pay Information:Non-Exempt - $52,000 - $60,000 per year 
Location:Remote first work environment with occasional in office meetings. Strong Preference for candidates in the greater Sacramento, CA area.   

Who we are:
We are The Dentist Insurance Company (TDIC), and we promise to protect only dentists, protect them better than any other insurance company and be there when they need us.

TDIC was founded in 1980 by a small group of California Dental Association members in response to skyrocketing malpractice premiums that impacted dentists’ ability to practice productively and patients’ ability to access care. Since that time, we’ve grown to protect 24,000+ policyholders across 15 states with a comprehensive suite of dentist-centric insurance products and risk management tools. With this singular focus and the unparallelled expertise of people who understand dentistry, we’ve earned the trust of our community.

TDIC has been rated A (Excellent) by AM Best for financial stability for 28 consecutive years, as well as the Best of Insurance award from ClearlyRated for client satisfaction. We’ve also earned endorsements from nine dental associations.

At TDIC, we seek out, welcome and support the best and brightest individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are an integral part of our success. We value individual talents while encouraging a collaborative, inclusive, respectful and forward-thinking work environment.

As our organization continues to innovate and grow, we invite you to be a part of what’s next.

Company Benefits:
At TDIC, we offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our diverse workforce. We listen to our employees on matters of wellness and devote time and resources to continuously evaluate our benefits to ensure we can best support their work-life goals.
 
  • Remote and hybrid flexibility and technology to support remote work
  • Generous time off program starting at 22 days of PTO and13 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

Universal Competencies:
  • Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries.   
  • Service: Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.  
  • Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise. 

Role Specific Competencies:
  • Courage: Appropriately engages in hard conversations; asks tough questions without hesitation; provides timely, empathetic and constructive feedback.    
  • Problem Solving: Applies analysis, creativity, resilience and logic to reach optimal outcomes; develops and implements solutions.   
  • Adaptability: Appropriately adjusts behavior to changing conditions and business needs; modifies approach to succeed with new situations and timelines.  

How the Underwriting Assistant contributes:
  • 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. 

Minimum Qualifications:
  • 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.

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

Working Conditions:       Occasionally (1-33%)              Frequently (34-66%)                Constantly (67-100%)
 
  • Constantly reviewing and analyzing data on a computer screen and physical documents.
  • Frequently maintains a stationary position.
  • Occasionally moves around the office to access file cabinets, office machinery, etc.

 

We Are CDA

Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next.

CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at humanresources@cda.org.

To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply

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