Underwriting Assistant

This is a hybrid role (in office Tuesday–Thursday) at our Madison office.

What You'll Be Doing

• Conduct initial processing of submissions, renewals, endorsements, and other incoming documents based on established guidelines and authority.
• Prepare, gather, and research underwriting information pre-bind and post-bind; process new and renewal submissions, binders, and policies with a high degree of productivity and quality.
• Input new business submissions and route to underwriting staff as directed.
• Build and maintain positive business relationships with various constituencies, including fellow employees and assigned producers.
• Assist in identifying and implementing process and technology improvements.

Responsibilities

• Review and research external data sources for underwriting.
• Complete pre-bind and post-bind tasks, including preparing initial quotes for underwriter review and issuing new/renewal business and endorsements as instructed.
• Follow up with producers for outstanding underwriting information (e.g., loss runs, completed inspections).
• Input new business submissions, including data entry of customer information and uploading documents to the Policy Administration System (PAS).
• Work collaboratively in a team environment to meet corporate and team goals, enhancing customer satisfaction.
• Assist others to accomplish team workload expectations.
• Build strong working relationships with underwriters and assigned brokers.
• Maintain and develop technical knowledge and expertise aligned with CM Vantage’s business niche.
• Contribute to team feedback, process improvements, efficiency discussions, and conflict resolution.
• Participate in or lead assigned projects as necessary.

Requirements

• Three or more years of experience in insurance servicing or related fields.
• Bachelor’s degree or comparable industry experience; high school diploma or equivalent required.

Skills & Qualifications

• Solid technical knowledge of commercial insurance processing.
• Detail- and service-oriented with a customer-centric philosophy.
• Self-directed, highly productive, and innovative.
• Skilled in building relationships, sound judgment, decision-making, and influencing others.
• Excellent interpersonal and communication skills.
• Thorough understanding or ability to learn new lines of business, including insurance procedures, processes, and product lifecycle management.
• Ability to promote a team environment of creative innovation.
• Understanding of CM Vantage’s mission, philosophy, goals, and objectives.
• Proficient in standard business software (Word, Excel, PowerPoint, internet browsing), PDF management, and Microsoft Windows.