Underwriting Assistant Trainee - Non-Profit Package

About the role

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

• 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 with guidance from coaches and leaders
• Process customer requests: Gather and review information to handle requests, including binder delivery and endorsements
• Decision making: Apply critical thinking, problem solving and an underwriting mindset, partnering with coaches to work within authority and obtain approvals when necessary
• Handle customer inquiries: Review and professionally handle all customer inquiries, focusing on quality, efficiency and providing exceptional service
• Professional development: Pursue growth and development opportunities through USLI University, continuing education, workshops, and classes
• Develop product knowledge: Work with coaches, leaders and underwriters to develop in-depth knowledge of all products handled within the specific Underwriting Assistant Team. Additional opportunities for cross-training are available long-term
• Understand interdepartmental collaboration: Develop understanding of interdepartmental relationships and the duties of each, including Policy Issuance, Underwriting Services, Billing, and Underwriting, to support efficient workflow execution

Qualifications

• Education: College degree or equivalent business experience required

Benefits

• Salary range: $63,500 - $70,000
• 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.

What We Offer

• 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.