Underwriting Assistant Trainee - Mission Viejo, CA

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

About Us:

At USLI, we’re not just about insurance — we are committed to making a difference, both internally and externally. Our community is built upon five values: Caring, Attitude, Respect, Empathy and Energy. Our commitment to these values leads us to make better decisions and furthers our true sense of community. By joining our team, you will be a part of a vibrant organization that values innovation, collaboration, and growth. Here, you will have the opportunity to shape the future of insurance and make a meaningful impact.

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

What You’ll Bring:

• Strong organizational skills: Ability to manage multiple tasks 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

Qualifications:

• Education: College degree or equivalent business experience required

Salary Range: $63,500 - $70,000

What We Offer: 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.

• 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
• more than 450 annual personal and professional development courses

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.