Underwriting Assistant
About the role
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 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 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.
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.
Responsibilities
- Collaborate across departments: Work with multiple teams to ensure the best possible outcome for our customers while minimizing touchpoints and optimizing service delivery
- Evaluate information: Analyze applications, web search results, and business quoted via the web
- Handle customer inquiries: Review and professionally handle all customer inquiries, focusing on quality, efficiency and providing exceptional service
- Process customer requests: Gather and review information to handle requests, including binder delivery and endorsements
- Relationship building: Develop and strengthen customer relationships by delivering excellent service via phone and email communication
- Decision making: Apply critical thinking, problem solving and an underwriting mindset while working within your authority and obtaining underwriter approval when necessary
- Professional development: Pursue growth and development opportunities through USLI University, continuing education, workshops, and classes
- Identify process improvements: Communicate ideas for procedural or workflow improvements
- Reporting: Complete departmental reports and projects, including daily follow-ups and research on Bound Not Issued items
- Training: Assist in training new team members when ready
Skills
- Strong organizational skills: Ability to manage multiple tasks efficiently with meticulous attention to detail
- Independence: Ability to work independently in a fast-paced team environment
- Desire to learn: Eagerness to learn and understand our insurance product offerings and pursue continuing education
- Customer-centric focus: Commitment to providing exceptional customer service by placing our customers at the center of everything you do
- Effective communication skills: Ability to produce clear, concise, and effective oral and written communication which is adaptable to different audiences
Qualifications
- Education: Bachelor’s Degree or equivalent business experience required
- Experience: 2+ years of insurance industry experience or demonstrated equivalent experience required
- Continuing education: History of continuing insurance education is preferred