Underwriting Assistant - CM VANTAGE/HYBRID

Church Mutual Insurance Company, S.I.; Madison (WI); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

CM | Vantage Specialty Insurance Company in Madison, WI, is seeking an underwriting support professional for a hybrid in-office role. You will process submissions, renewals, endorsements, and related documents with accuracy, handle pre-bind and post-bind tasks, and route new business to underwriters.

Build broker relationships and contribute to process improvements. Ideal candidates have 3+ years in insurance servicing, a bachelor's degree or equivalent, and solid knowledge of commercial

Qualifications

• Three or more years of experience in insurance servicing or related fields.
• Bachelor's degree or comparable industry experience may be considered with a high school diploma or equivalent required.

Responsibilities

• Process submissions, renewals, endorsements, and other documents based on guidelines and authority.
• Perform pre-bind and post-bind tasks, including quotes and issuing new/renewal business and endorsements.
• Input new business submissions into PAS and route to underwriting staff as directed.
• Build strong relationships with underwriters and brokers; collaborate to achieve team goals.
• Identify and suggest process or technology improvements; participate in assigned projects.

Skills

Insurance processing

Relationship building

Detail oriented

Customer service

Communication skills

Team collaboration

Education

Bachelor's degree

High school diploma

Tools

Word

Excel

PowerPoint

Internet

PAS

Windows

Job description

• This is a hybrid role (in office days Tuesday-Thursday) at our Madison office

About CM | Vantage

CM | Vantage Specialty Insurance Company is the excess and surplus lines carrier within the CM Group family of companies. Focused on providing specialized insurance solutions through strong broker partnerships, technical underwriting expertise, and disciplined portfolio management, CM | Vantage is positioned for continued growth and innovation within the specialty insurance marketplace.

Looking to join a growing specialty insurance organization where your contributions make a meaningful impact?

At CM | Vantage Specialty Insurance Company, you'll work alongside experienced underwriting professionals in a collaborative, fast-paced environment focused on delivering specialized Excess & Surplus insurance solutions. As a member of the CM | Vantage team, you'll have the opportunity to expand your insurance knowledge, build valuable relationships, and contribute to the continued growth of our organization while developing your own career.

We foster a workplace where employees are treated with dignity and respect, and where collaboration, innovation, and professional development are encouraged. Join CM | Vantage and help support a team dedicated to underwriting excellence and exceptional broker service.

What You'll Be Doing

Conduct initial processing of submissions, renewals, endorsements, and other incoming documents based upon established guidelines and authority. Prepare, gather, and research underwriting information pre-bind and post-bind and process new and renewal submissions, binders, and policies with a high degree of productivity and quality. Input new business submissions and route to underwriting staff as directed. Build and maintain positive business relationships with various constituencies, including but not limited to fellow employees and assigned producers. Assist in identifying and implementing process and technology improvements.

On Any Given Day, You'll

• Conduct initial processing of submissions, renewals, endorsements, and other incoming documents based upon established guidelines and authority. This may include review and research of various external data sources to be used in the underwriting process.
• Complete pre-bind and post-bind tasks as assigned by Underwriting, including preparing initial new business, renewal and endorsement quotes for underwriter review and issuing new and renewal business and endorsements as instructed. Following up with producers for outstanding underwriting information, such as loss runs and completed inspections.
• Input new business submissions, and route to underwriting staff as appropriate. Input includes data entry of pertinent customer information, and uploading submission documents to the Policy Administration System (PAS).
• Work collaboratively in a team environment to attain corporate and team goals and enhance customer satisfaction and experience. Assist others in work processes to accomplish team workload expectations.
• Build strong working relationships with underwriters and assigned brokers.
• Remain current and continue to develop technical knowledge and expertise according to CM Vantage's business niche.
• Contribute to the CM Vantage team, provide feedback, make suggestions regarding improvements, discuss issues, develop efficiencies, and identify and assist in resolving conflicts.
• Participate/lead assigned projects as necessary.

Here's What We Expect

• Three or more years of experience in insurance servicing, or related fields.
• Bachelor's degree or comparable industry experience may be considered with a high school diploma or equivalent required.

Necessary Knowledge And Abilities

• Solid technical knowledge of commercial insurance processing.
• Detail and service oriented.
• Self-directed, highly productive, and innovative.
• Skilled in building relationships, sound judgment, making decisions, and influencing others.
• Possesses a customer-centric service philosophy.
• Excellent interpersonal and communication skills.
• Thorough understanding or ability to learn new lines of business, including insurance procedures, processes, and product lifecycle management.
• Ability to promote a team environment of creative innovation.
• Understanding of CM Vantage's mission, philosophy, goals, and objectives.
• Proficient in all standard business software, including Word, Excel, PowerPoint, and Internet Browsing; creating and managing pdf files; and Microsoft Windows.

Church Mutual is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Exact compensation will vary based on consideration of a variety of factors including education, skills, experience, and location.