Underwriting Assistant Trainee — Launch Your Insurance Career

USLI; Mission Viejo (CA); On-site; USD 63,500 - 70,000; Full time

Benefits offered by this job

Performance-based bonuses

Medical benefits (100% for FT)

Profit-sharing program

Free lunch daily onsite

450+ personal and professional courses

Job summary

USLI is seeking an Underwriting Assistant to support binding of insurance and service policies alongside underwriters, assistants, agents, and brokers. The role emphasizes developing underwriting knowledge and long‑term advancement within the company.

The position offers growth opportunities, on‑the‑job development, and a strong focus on delivering exceptional customer service while building insurance acumen.

Qualifications

• Bachelor's degree or equivalent business experience required.
• Strong organizational and communication skills.
• Desire to learn and grow within insurance.
• Customer-centric focus with commitment to great service.

Responsibilities

• Collaborate across departments to optimize service delivery.
• Evaluate applications and underwriting data with guidance from coaches.
• Process customer requests including binder delivery and endorsements.
• Apply underwriting mindset to obtain approvals when necessary.
• Handle customer inquiries with clarity and efficiency.
• Develop product knowledge through coaching and ongoing training.

Skills

Organizational skills

Independent work

Learning mindset

Customer focus

Communication skills

Education

College degree or equivalent

Job description

USLI is seeking an Underwriting Assistant to support binding of insurance and service policies alongside underwriters, assistants, agents, and brokers. The role emphasizes developing underwriting knowledge and long‑term advancement within the company.

The position offers growth opportunities, on‑the‑job development, and a strong focus on delivering exceptional customer service while building insurance acumen.