Underwriting Assistant - Mission Viejo, CA

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Underwriting Assistant - Mission Viejo, CA
Location: Mission Viejo, CA Team: California Region - Mission Viejo Job Type: Policy Services & Underwriting Support FT/PT Status: Full Time

Job Title: Underwriting Assistant

Location: Mission Viejo, CA

About Us: At USLI, we're not just about insurance - we are committed to making a difference, both internally and externally. Our community is built upon five values: Caring, Attitude, Respect, Empathy and Energy. Our commitment to these values leads us to make better decisions and furthers our true sense of community. By joining our team, you'll be part of a vibrant organization that values innovation, collaboration, and growth. Here, you'll have the opportunity to shape the future of insurance and make a meaningful impact.



Your Role: You will work closely with insurance agents and brokers to bind insurance and service policies and follow up on underwriting information. Your role will encourage growth and development among team members, enhancing their insurance acumen for long-term advancement.



Key Responsibilities:

• Collaboration: Work collaboratively with multiple departments to ensure the best possible outcome for all inquiries while minimizing touches and providing excellent customer service

• Evaluation: Evaluate applications, web search results, and business quotes via the web
• Customer inquiries: Review and professionally handle all customer inquiries, focusing on quality and efficiency
• Relationship building: Strengthen customer relationships through excellent service via phone and email communication. Foster a collaborative team environment
• Underwriting approval: Work within underwriting authority and obtain underwriter approval when necessary
• Critical thinking: Apply critical thinking, problem solving and an underwriting mindset to all accounts
• Professional development: Pursue growth and development opportunities through USLI University, continuing education, workshops, and classes
• Process improvement: Communicate ideas for procedural or workflow improvements.
• Reporting: Complete departmental specific reports or projects, including daily follow-ups and research on Bound Not Issued items
• Training: Assist in training new team members when ready

What You'll Bring:

• Attention to detail: Strong commitment to customer service and meticulous attention to detail
• Organizational skills: Strong organizational and written/verbal communication skills
• Independence: Ability to work independently in a fast-paced team environment
• Desire to learn: Eagerness to understand and learn about our insurance product offerings

Qualifications:

• Education: Bachelor's Degree or equivalent business experience required
• Property/Casualty insurance experience preferred
• Continuing education: History of continuing insurance education is preferred

Salary range: $60K - $90K

What We Offer: One of the advantages of working at USLI is the competitive salary and benefits program we offer full-time and eligible part-time employees . Benefits include performance-based triannual bonuses, medical benefits paid at 100% for full-time employees and 80% for eligible part-time employees, a profit-sharing program, free lunch every day while onsite, and more than 450 annual personal and professional development courses. Explore more company benefits .



Why USLI? 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.