Underwriting Support Specialist
CLM Dallas Chapter · Merrill, WI · 1 mo ago
FinanceFull-time
Company: Church Mutual Insurance, S.I. | Location: Merrill, Wisconsin | Posted: 9/15/2026
Responsibilities
- 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 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.
- 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.
- Minimum of two years of property/casualty insurance background is required.
- Postsecondary education may waive the two‑year experience requirement.
Qualifications
- Additional postsecondary education is preferred.
- Completion of insurance courses, such as INS, AU, or CPCU, is desirable.
- Knowledge of company services, products, and structure is desirable.
Skills
- 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.