Underwriting Assistant Trainee Jobs

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:

• Evaluate applications, web search results and business quoted via the web with guidance from Coaches and Leader
• Understand inter-departmental relationships and the duties of each, including Policy Issuance, Underwriting Services, Billing and Underwriting
• Apply critical thinking and underwriting mindset to all accounts
• Communicate ideas for procedural or workflow improvement
• Gather information and approval where necessary to prepare binder for delivery to Customer
• Work collaboratively with multiple departments to ensure best possible outcome for all inquiries while minimizing touches and providing excellent customer service
• Other duties as assigned
• Pursue opportunities for growth and development through USLI University, continuing education, workshops and classes
• 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

Specific Skills:

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

Minimum Job Requirements:

• College degree or equivalent business experience

At USLI, our goal is to strengthen our community and culture by representing all races, genders, religions and sexual orientations. We continue to move conversations about diversity, equity and inclusion forward to ensure every community member has a sense of belonging, a voice and a seat at the table.

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.

Job Type: Full-time

Benefits:

• 401(k)
• Referral program
• Paid time off
• Health insurance
• Vision insurance
• Dental insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person