Jobs · Finance · Wisconsin

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.

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