Underwriting Assistant

Palomar is a growing insurance provider that is building an extraordinary business around an exceptional team of employees. As a result, we are seeking both experienced professionals and recent college graduates who are up to the challenge of helping us build a unique brand in the insurance business. If you are looking to thrive in a dynamic work environment where your contributions will be recognized and rewarded, we would like to talk to you about joining our collaborative, energetic, and hard-working team.

We are currently seeking to fill the following position: 

Job Title: Underwriting Assistant

Primary Location: La Jolla, CA,

Schedule: Full Time 

Summary:

The Underwriting Assistant reports to the Manager, Underwriting and is responsible for providing underwriters with information necessary to make underwriting and pricing decisions (e.g. data entry, clearance, additional information from agents/brokers, modeling, mapping, and other administrative support from initial submission through policy issuance and renewal). This position provides support within established process workflows and guidelines that are responsive to marketing, underwriting, retention, and service goals. Candidates applying for this position need to have a strong customer service focus mindset combined with the ability to manage responsibilities in a timely, accurate, professional, and consistent manner.  

Responsibilities and Essential Duties include but are not limited to:

  • Data  entry, clearance, and pre-underwriting new business and renewal accounts
  • Update and maintain account documentation including accuracy and organization of files and information systems
  • Assisting underwriters with processing and assembly of quotes, binders, policies, endorsements, and billing communications
  • Correspondence with brokers and agents to obtain additional account information or relay account status
  • Assist Underwriters and other internal departments with general clerical duties as needed

Attributes and abilities of a successful candidate: 

· Possesses strong customer service skills

· Displays teamwork and flexibility

· Drives for results and takes initiative to help support the team

· Ability to quickly learn and work in various technical platforms

Education Requirements/Professional Experience and Qualifications:

· 2 years insurance industry experience or college coursework

· Excellent communication skills, both verbal and written

· Professional, analytical, and adaptable attitude

· Ability to organize, self-prioritize, and be a self-starter in a fast-paced environment with demanding internal and external deadlines

 CCPA Job Applicant Notice   

Compensation and Benefits:

Palomar offers a competitive compensation and benefits package that includes but is not limited to: Medical, Dental, Vision, Company-paid Life and AD&D Insurance, Company-Paid Long Term Disability benefits, Annual and Long-Term Financial Incentives, 401(k) Retirement Plan (with Company-paid Contributions), Paid Time Off, Paid Holidays, Professional Development Assistance, Paid Parking and more.

Accommodations:

Palomar will consider reasonable accommodations to ensure a qualified applicant with a disability can be considered for the position. Palomar will also consider necessary modifications to the physical work environment, or to the way a job is usually performed, so an individual with a disability can perform the essential functions of the position. Additional accommodations will be considered that enable an employee with a disability to enjoy equal benefits and privileges of employment like those that are enjoyed by other employees without disabilities.

COVID-19 Statement

At Palomar, we are committed to safeguarding the health and well-being of our employees, customers, partners, suppliers, and job candidates. We are actively monitoring the situation related to COVID-19 and are continuing to hire qualified candidates to better serve our customers. To ensure your safety as a job candidate and compliance with our COVID-19 protocols and recommendations/guidelines from the CDC, State and Local Health Officials, we may be relying on virtual interviewing and other digital communications. Our recruiting team is committed to providing the support you need throughout the hiring and onboarding process. We appreciate your understanding and flexibility during this time.

We are currently seeking to fill the following position:

Disclaimer: This job description is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties, or responsibilities that will be required in this position. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. 

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Palomar