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

Essential Functions:

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

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 equivalent business experience

  • Property/Casualty insurance experience

  • History of continuing insurance education preferred

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