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Underwriting Assistant – San Ramon, CA
Location:San Ramon, CA
Team:Western Region - San Ramon
Job Type:Policy Services & Underwriting Support
FT/PT Status:Full Time
  
Job Description

Essential Functions:

Support Property/Casualty underwriting staff. This position works closely with insurance agents and brokers (our customers) in the binding of insurance, servicing of policies, and review/follow-up of underwriting information. The position encourages and creates opportunities for growth so team members can develop their insurance acumen for long term company advancement.

Other Duties and Responsibilities:            

  • Review and professionally handle all customer inquiries within our service promise with a focus on quality and efficiency
  • Strengthen customer relationships by providing excellent service through frequent phone and email communication
  • Work collaboratively with multiple departments to ensure best possible outcome for all inquiries while minimizing touches and providing excellent customer service
  • Evaluate applications, web search results and business quoted via the web
  • Work within underwriting authority and obtain underwriter approval when necessary
  • Apply critical thinking and underwriting mindset to all accounts
  • Pursue opportunities for growth and development through USLI University, continuing education, workshops and classes
  • Communicate ideas for procedural or workflow improvement
  • Complete departmental specific reports or projects
  • Assist in training new team members when ready
  • Other duties as assigned

    Specific Skills:

  • Strong organizational and written/verbal communication skills
  • Strong commitment to customer service and attention to detail
  • Ability to work independently in a fast paced team environment
  • Desire to learn and understand our insurance product offerings

    Minimum Job Requirements:

  • Bachelor’s degree or insurance business experience