Underwriting Operations Associate

RSLI LTD

full-time

Posted on:

Location Type: Hybrid

Location: Philadelphia • Arizona • New York • United States

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Salary

💰 $23 - $29 per hour

About the role

  • The Underwriting Operations Associate I is an entry‑level position that provides underwriting and sales support through rating, quoting, renewals, and ongoing policy administration.
  • In this role, you will support both Underwriting and Sales teams by helping ensure new business proposals and renewal materials are accurate, timely, and compliant with established processes and regulatory requirements.
  • Performs a variety of underwriting and sales support duties which may include: Developing and delivering timely and accurate new business financial quotes and related proposal documentation.
  • Supporting both Sales and Underwriting functions for inforce policy related communication, and renewal preparation.
  • Responsible for tracking and reporting on all activity for the renewal block assigned, ensuring renewal packages and notifications are delivered within state regulatory requirements and RSL's established guidelines.
  • Rating/Quoting Pre-Sale Support Perform assigned tasks related to all aspects of pre-sale and new business rating/quoting.
  • Rate and propose all assigned “request for proposals” (RFP’s) to include but not limited to life, disability, voluntary products, dental and vision RFP’s .
  • Utilize Teams, Outlook, Word and Excel.
  • Process “Decline to Quotes” (DTQ’s) and “Clear to Quotes” (CTQ’s) requests.
  • Make corrections/revisions (rerate) as required.
  • Desk manage to meet all RFP turnaround times.
  • Meet set productivity and accuracy goals.
  • Update Quote tracking system (Salesforce) with all required RFP information.
  • Provide back-up coverage for other team members.
  • Assist with rating, proposing for other regions as needed.
  • Attend all scheduled, required training courses.
  • Work with mentor, supervisor, and manager to gain independence in job responsibilities.
  • Renewal and Inforce Case Level Support Ensures that workflows, procedures, and best practices are followed to improve accuracy and efficiency, meeting departmental expectations.
  • Coordinates the Renewal Administration Process from start to finish for assigned RSOs, with emphasis on both timeliness and accuracy.
  • Reviews and approves Rate Increase Compensation requests.
  • Handles correspondence with agents, field offices, brokers and policyholders.

Requirements

  • High School diploma or equivalent required.
  • Associates and/or Bachelor’s Degree highly preferred.
  • One year employee benefits (or related) experience preferred.
  • Must be able to pass Excel testing
  • Strong basic mathematical skills are required.
  • Strong written and oral communication skills required.
  • Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required.
  • Superior organization and project management skills are required.
  • Expertise in managing and creating Excel Spreadsheets.
  • Proficient computer skills required, including Word, Excel, Windows, Outlook and Teams.
  • Ability to develop proficiency regarding required RSL products, systems and processes related to the effective delivery of new business proposals
  • A deadline/results orientation and extraordinary attention to detail
  • Basic customer service experience
Benefits
  • An annual performance bonus for all team members
  • Generous 401(k) company match that is immediately vested
  • A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.
  • For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
  • Multiple options for dental and vision coverage
  • Company provided Life & Disability Insurance to ensure financial protection when you need it most
  • Family friendly benefits including Paid Parental Leave & Adoption Assistance
  • Hybrid work arrangements for eligible roles
  • Tuition Reimbursement and Continuing Professional Education
  • Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.
  • As you grow with us, your PTO may increase based on your level within the company and years of service.
  • Volunteer days, community partnerships, and Employee Assistance Program
  • Ability to connect with colleagues around the country through our Employee Resource Group program
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
underwritingsales supportfinancial quotingpolicy administrationrate increase compensationcustomer serviceExcel proficiencymathematical skillsproposal documentationRFP management
Soft Skills
written communicationoral communicationorganizational skillsproject managementattention to detailprofessional demeanorindependencefast-paced workteam collaborationtime management
Certifications
High School diplomaAssociates DegreeBachelor’s Degree