PL Underwriting Assistant

Jewelers Mutual Group; Neenah (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative culture

Community giving

Great Place to Work

Job summary

Jewelers Mutual Group is seeking a customer-focused professional to provide exceptional service to policyholders, agents, adjusters, and coworkers by phone and written communication in a fast-paced environment.

The role involves gathering information for Underwriting, reviewing documents, and assisting with account setup and agency processing under an Underwriter's guidance, ensuring accuracy and timely follow-up.

Qualifications

• High school diploma or GED minimum requirement.
• 3–6 months related experience and/or training.
• Proficiency in Microsoft Office, including Outlook, Word, and Excel.

Responsibilities

• Provides excellent service to policyholders, agents, adjusters, and coworkers over the phone and in writing.
• Researches and prepares initial information for Underwriting review.
• Follows up as necessary to meet quality, accuracy, and timeliness expectations.
• Manages relationships with jewelers, agents, and policyholders to fulfill requests.

Skills

Customer service

Communication

Multitasking

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Summary Provides excellent service to policyholders, agents, adjusters, and coworkers over the phone and through written communication. Researches, reviews, prepares initial gathering of information for the Underwriting team to review and determine acceptable risk. Provides follow-up as necessary. Consistently meets expectations for quality, accuracy, and timeliness. Works closely with Personal Lines Underwriters, jewelers, agents and policyholders to fulfill customer and business requests.

Summary Provides excellent service to policyholders, agents, adjusters, and coworkers over the phone and through written communication. Researches, reviews, prepares initial gathering of information for the Underwriting team to review and determine acceptable risk. Provides follow-up as necessary. Consistently meets expectations for quality, accuracy, and timeliness. Works closely with Personal Lines Underwriters, jewelers, agents and policyholders to fulfill customer and business requests.

Why Jewelers Mutual

Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence. We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.

Here, You’ll

• Move fast and embrace change
• Always look for better ways
• Grow, thrive, and help shape what’s next

Join us and be part of a culture where you can make an impact while building your future.

What You’ll Do

• Ensures a level of customer service that meets and exceeds customer expectations over the phone and through written communication.
• Examines individual applicants for insurance, reviews such documents as, but not limited to, applications, questionnaires, adjuster reports, and financial statements to set up or issue new business or policy modifications.
• Helps review, follow up, setting up of accounts and may process agency business under the guidance of an Underwriter.
• Coordinates and manages relationships with field adjusters which include initial contact, follow up, gathering of reports and ensuring invoices for services are paid in a timely manner.
• Evaluates and takes action on necessary pre-renewal directions for vault coverage, closed claims and CAR reports.
• Delivers on commitments to internal and external customers by providing follow-up and follow-through.
• Responds to inquiries from jewelers, agents and current or prospective insured parties.
• Excels in accuracy and quality and views these skills as critical to the success of ongoing relationships with our customers and coworkers.
• Strives to be a knowledge expert in product, systems, and services.
• Embraces change, maintains a positive work environment and actively engages in an ongoing learning culture.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

What You’ll Bring

Minimum Qualifications

• High school diploma or GED minimum requirement, with
• 3-6 months related experience and/or training
• Proficiency in Microsoft Office, including Outlook, Word, and Excel.

Preferred Qualifications

• College degree or some college coursework
• General insurance and jewelry industry knowledge

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

What We Offer You

• Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
• Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
• Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
• Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.

Accessibility and Accommodations

We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting [e-mail].