Jobs · Wisconsin

Underwriting Support Specialist - Commercial Lines

Sentry · Stevens Point, WI · Yesterday
Full-time

About the role

On behalf of underwriters and sales producers, serves as a primary contact for customers and/or agents/brokers. Supports commercial lines (CL) operational and underwriting processes within guidelines by handling a variety of complex transactions and policy changes that support the review and acceptance/decline of new or renewal CL business. Compiles and/or shares policy and coverage information for assigned agencies/brokers. Ensures proper documentation and records management according to regulatory and Sentry standards and acts as a resource to less experienced members of the team and other Sentry business units.

What You’ll Do

As an Underwriting Support Specialist, you will be responsible for specific territories utilizing your talents to:

  • Document and maintain customer information and forms necessary for policies and/or policy changes in various systems.
  • Handle complex transactions by gathering all necessary data from various sources, updating applicable systems, reviewing output for accuracy and completeness, and ensuring appropriate resolution.
  • Ensure that data and materials meet company standards for compliance, completeness, and quality.
  • Collaborate with underwriters and agents to prepare new or renewal files for underwriters within an assigned territory, producing risk/exposure reports, compiling information.
  • Compile underwriting electronic records and forms, sales quotes, and/or business contracts. May correspond with customers, sales producers, and/or independent agents to gather and verify information or deliver quotes.
  • Respond to internal and external requests for action or information. Assess the request for completeness and adds account information as warranted before resolving or routing to the appropriate team. Document all activities in systems.
  • Produce and delivers standard and custom reports as needed.
  • Complete account cancellations as requested.

Qualifications

  • Associate degree or equivalent work experience.
  • Minimum 2 years of related work experience.
  • Working knowledge of PC software applications.
  • Exceptional communication and organizational skills.
  • A specific focus on accuracy and attention to detail preferred.
  • Ability to multi-task and work independently in a fast-paced environment desired.
  • Knowledge of Sentry systems and processing.

Benefits

  • Hybrid Flexibility: Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
  • Dining on Us: Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
  • Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
  • Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
  • Work-Life Balance: Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
  • Investing in Your Future: We're committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
  • Giving Back: Through the Sentry Foundation, we're proud to support the United Way and make a difference in our communities.

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