Underwriting Support Specialist, Religious

Church Mutual Insurance Company, S.I. • Merrill, WI

5h

About The Position

Provide timely and accurate response to assigned internal and external customers
to include service requests from producers, agencies, CM Group subsidiaries, and
others to support the retention of business.  Collaborate with underwriters to
establish target dates and communicate coverage limitation issues.  Assist in
reviewing applications received for completeness and request missing information
from producer.  Responsibilities to include account set up, quoting, proposals,
policy issuance, policy administration requests, and account service.  Document
and maintain unit processes and procedures and disseminate information to the
applicable team.

On any given day, you'll:
Develop relationships and work within team and across departments to ensure
customer tasks are completed and customer response expectations are achieved.
Ensure proper initiation and completion of quote requests, including the
completion of proposals.
Initiate and facilitate renewal process in collaboration with underwriter and
timely, professional communication with producer.
Analyze and approve or reject endorsement transactions within binding
authority.
Assist in resolving customer service issues.
Complete the clearance process (all channels).
Ensure proper initiation and completion of incoming requests for policy
issuance and policy administration.
Identify areas for improvement with recommendations for process, procedure,
or system changes.
Complete reports for producer productivity, quality, customer response, and
customer satisfaction metrics.
Complete reports, audits, and tasks, as needed, to identify individual and
team results and report to management. Communicate results with identified
assigned producers, agents, or customers.
Implement processes to determine customer satisfaction for producer team
tasks and responsibilities.

Requirements

• High school diploma or equivalent is required. Additional post‑secondary education is preferred.
• Minimum of two years of property/casualty insurance background is required. Post‑secondary education may waive this requirement.
• Organizational and interpersonal skills to set priorities, manage time, and be responsive to assigned customers.
• Excellent interpersonal skills necessary to perform in a fast‑paced environment, handling multiple priorities and high‑profile customers.
• Demonstrated ability to professionally communicate and collaborate with internal staff and external customers.
• Demonstrated desire and commitment to continually learn and strengthen knowledge, accept new challenges, and strive for personal improvement/growth.
• Ability to maintain confidentiality.

Nice To Haves

• Completion of insurance courses, such as INS, AU, or CPCU, is desirable.
• Knowledge of company services, products, and structure is desirable.

Responsibilities

• Provide timely and accurate response to assigned internal and external customers
• Collaborate with underwriters to establish target dates and communicate coverage limitation issues
• Assist in reviewing applications received for completeness and request missing information from producer
• Account set up
• Quoting
• Proposals
• Policy issuance
• Policy administration requests
• Account service
• Document and maintain unit processes and procedures and disseminate information to the applicable team
• Develop relationships and work within team and across departments to ensure customer tasks are completed and customer response expectations are achieved
• Ensure proper initiation and completion of quote requests, including the completion of proposals
• Initiate and facilitate renewal process in collaboration with underwriter and timely, professional communication with producer
• Analyze and approve or reject endorsement transactions within binding authority
• Assist in resolving customer service issues
• Complete the clearance process (all channels)
• Ensure proper initiation and completion of incoming requests for policy issuance and policy administration
• Identify areas for improvement with recommendations for process, procedure, or system changes
• Complete reports for producer productivity, quality, customer response, and customer satisfaction metrics
• Complete reports, audits, and tasks, as needed, to identify individual and team results and report to management. Communicate results with identified assigned producers, agents, or customers
• Implement processes to determine customer satisfaction for producer team tasks and responsibilities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED