Underwriting Assistant Trainee - Mission Viejo, CA

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

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 will be a part of a vibrant organization that values innovation, collaboration, and growth. Here, you will have the opportunity to shape the future of insurance and make a meaningful impact.



Your Role: You will work closely with underwriters and underwriting assistants to support the binding of insurance, as well as collaborate with insurance agents and brokers to service policies and follow-up on underwriting information. This role encourages professional development, provides opportunities for growth, and emphasizes building your 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
• Application evaluation: Evaluate applications, web search results, and business quotes via the web with guidance from coaches and leaders
• Binder preparation: Gather information and approval where necessary to prepare binders for delivery to customers
• 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 improvement
• Reporting: Complete departmental specific reports or projects, including daily follow-ups and research on Bound Not Issued items
• Product knowledge: Develop in-depth knowledge of all products handled within the specific Underwriting Assistant Team. Additional opportunities for cross-training available long-term
• Inter-departmental understanding: Understand inter-departmental relationships and the duties of each, including Policy Issuance, Underwriting Services, Billing, and Underwriting
• Relationship Building: Develop and strengthen customer relationships by delivering excellent service via phone and email communication, while contributing to a collaborative team environment.

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 learn and understand our insurance product offerings
• Customer-centric focus: A dedication to placing our customers at the center of everything you do

Qualifications:

• Education: College degree or equivalent business experience required

Salary Range: $63,500 - $70,000

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.