Underwriting Assistant

About the 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.

Key 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

Qualifications

• Bachelor's Degree or equivalent business experience required
• 2+ years of insurance industry experience or demonstrated equivalent experience required
• History of continuing insurance education is preferred

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

Pay

Salary range: $60K - $90K

Benefits

• Performance-based triannual bonuses
• Medical benefits paid at 100% for full-time employees and 80% for eligible part-time employees
• Profit-sharing program
• Free lunch every day while onsite
• More than 450 annual personal and professional development courses