Underwriting Assistant Trainee-Professional Lines

Essential Functions:

This position works closely with Underwriters and Underwriting Assistants in the binding of insurance, servicing of policies, and review/follow-up of underwriting information. The position encourages and creates opportunities for growth so team members can develop their insurance acumen for long term company advancement.

Other Duties and Responsibilities:

• Work collaboratively with multiple departments to ensure best possible outcome for all inquiries while minimizing touches and providing excellent customer service
• Evaluate applications, web search results and business quoted via the web with guidance from Coaches and Leader
• Gather information and approval where necessary to prepare binder for delivery to Customer
• Apply critical thinking and underwriting mindset to all accounts
• Pursue opportunities for growth and development through USLI University, continuing education, workshops and classes
• Communicate ideas for procedural or workflow improvement
• Complete departmental specific reports or projects including daily follow ups and research Bound Not Issued items
• Develop in depth knowledge for all products handled within specific Underwriting Assistant Team
• Understand inter-departmental relationships and the duties of each, including Policy Issuance, Underwriting Services, Billing and Underwriting
• Other duties as assigned

Specific Skills:

• Strong organizational and written/verbal communication skills
• Strong commitment to customer service and attention to detail
• Ability to work independently in a fast paced team environment
• Desire to learn and understand our insurance product offerings

Minimum Job Requirements:

• College degree or equivalent business experience

At USLI, we are committed to fostering a vibrant and inclusive community that celebrates the rich diversity of all ethnicities, nationalities, abilities, genders, gender identities, sexual orientations, ages, religions, socioeconomic backgrounds, and life experiences. We understand the importance of continuous learning, self-reflection, acknowledging our biases, and expanding our perspectives beyond our own. We actively encourage open dialogue on diversity, equity, inclusion, and belonging to support a workplace where every individual feels valued, respected, and empowered to contribute at their fullest potential. Join us in building a diverse and inclusive environment where our shared values drive us toward excellence.

USLI provides full-time community members with a comprehensive benefits package, access to wellness programs, continuing education resources, and multiple opportunities to get involved with charitable organizations.

This position is a developmental role requiring in-person job shadowing, team building and foundational insurance education. On-site presence 75% of the time is necessary to meet the requirements of this role. Additional details may be discussed with the hiring leader.

Salary range: $55K - $61K

Job Type: Full-time

Pay: $55,000.00 - $61,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Profit sharing
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person

Salary : $55,000 - $61,000