Underwriting Support Specialist

Responsibilities

• Provide timely and accurate responses to internal and external customers, including service requests from producers, agencies, CM Group subsidiaries, and others to support business retention.
• Collaborate with underwriters to establish target dates and communicate coverage limitation issues.
• Assist in reviewing applications for completeness and request missing information from producers.
• Perform account set‑up, quoting, proposals, policy issuance, policy administration requests, and general account service.
• Document and maintain unit processes and procedures, and disseminate information to the applicable team.
• Develop relationships and work within the team and across departments to ensure customer tasks are completed and response expectations are met.
• Ensure proper initiation and completion of quote requests, including the preparation of proposals.
• Initiate and facilitate the renewal process in collaboration with underwriters, providing timely and professional communication with producers.
• Analyze and approve or reject endorsement transactions within binding authority.
• Assist in resolving customer service issues.
• Complete the clearance process across all channels.
• Ensure proper initiation and completion of incoming requests for policy issuance and policy administration.
• Identify areas for improvement and recommend process, procedure, or system changes.
• Prepare reports for producer productivity, quality, customer response, and customer satisfaction metrics.
• Conduct reports, audits, and tasks as needed to evaluate individual and team results and report findings to management.
• Communicate results with assigned producers, agents, or customers.
• Implement processes to determine customer satisfaction for producer team tasks and responsibilities.

Requirements

• High school diploma or equivalent (required).
• Additional post‑secondary education is preferred; may waive the two‑year property/casualty insurance experience requirement.
• Minimum of two years of property/casualty insurance background (required).
• Completion of insurance courses such as INS, AU, or CPCU is desirable.
• Knowledge of company services, products, and structure is desirable.
• Strong organizational and interpersonal skills to set priorities, manage time, and be responsive to assigned customers.
• Excellent interpersonal skills for a fast‑paced environment, handling multiple priorities and high‑profile customers.
• Demonstrated ability to communicate and collaborate professionally with internal staff and external customers.
• Demonstrated desire and commitment to continual learning, accepting new challenges, and personal growth.
• Ability to maintain confidentiality.