30 jul
|
Dual Iberica
|
Madrid
30 jul
Dual Iberica
Madrid
Transactional Risks Underwriting Assistant We are looking for a proactive and organised team player, eager to develop a career within the Transactional Risks insurance sector while embracing our company culture.
An opportunity to join a growing and dynamic team across Spain.
Full‑time, permanent position, hybrid working.
Role Overview We are looking for a motivated and detail‑oriented individual with excellent organisational and communication skills to join our Transactional Risks team in Spain. This is an excellent opportunity for an early‑career professional who is interested in developing expertise in transactional insurance while supporting a fast‑paced underwriting team.
You will work closely with underwriters and internal stakeholders to ensure the efficient management of transactions, policy administration and operational processes, while contributing to the delivery of an exceptional service to brokers and clients.
Role Responsibilities
Coordinating the Transactional Risks deal pipeline, including registering new submissions in internal systems (RiskWrite and Salesforce), allocating opportunities to underwriters and monitoring deal progress;
Reviewing, preparing and executing Non‑Disclosure Agreements (NDAs) in accordance with internal procedures;
Supporting policy administration activities, ensuring that underwriting documentation is accurately maintained, organised and archived in the appropriate systems and folders;
Reviewing and executing engagement documentation, including HHLs and Release Letters, in line with internal approval processes;
Supporting the underwriting process by reviewing pricing tools and assisting with pre‑binding and post‑binding checklists;
Preparing and issuing premium and underwriting fee invoices;
Monitoring outstanding receivables and following up on premium and fee payments with brokers and relevant internal stakeholders;
Assisting with revenue reporting, management information and data analysis;
Supporting and coordinating internal systems, operational processes and cross‑functional activities with Operations, Finance, Compliance and other internal teams;
Acting as the first point of contact for brokers, responding to queries and ensuring timely coordination with the underwriting team; and
Ensuring compliance with internal procedures, underwriting guidelines and regulatory requirements.
Key Requirements
University degree, vocational qualification or equivalent professional experience;
Previous experience in insurance, financial services or an administrative or operations role is an advantage;
Strong organisational skills with excellent attention to detail and the ability to manage multiple priorities in a fast‑paced environment;
Excellent communication and interpersonal skills, with a customer‑oriented and proactive mindset;
Strong administrative and coordination skills, with the ability to work collaboratively across different teams;
Good analytical skills and confidence working with data and reporting;
Proficiency in Microsoft Office tools (particularly Excel, Word and Outlook), with the ability to quickly learn internal systems such as Salesforce and RiskWrite;
High level of integrity, discretion and professionalism when handling confidential information; and
Fluency in Spanish and English.
Diversity & Inclusion At DUAL, we consider our people our chief competitive advantage and, as such, we treat colleagues, candidates, clients and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.
📌 Underwriting Assistant (Madrid)
🏢 Dual Iberica
📍 Madrid