Underwriting Services Representative

Society Insurance; Fond du Lac (WI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health insurance

401(k) with profit-sharing

Flexible scheduling

Tuition reimbursement

Paid volunteer time

Job summary

Society Insurance is looking for an Underwriting Services Representative in Fond Du Lac, Wisconsin. This role involves monitoring and assigning incoming work, managing account updates, and generating necessary reports for the underwriting team.

The ideal candidate will have a high school diploma, proficiency in data entry and spreadsheets, as well as at least a year of experience in the insurance industry. Society Insurance offers a comprehensive benefits package, including health insurance, retirement plans, and work-life balance options.

Qualifications

• Proficiency with basic computer software, data entry, and spreadsheets.
• At least one year of experience in the insurance industry preferred.
• Above average math skills.

Responsibilities

• Monitors incoming requests and assigns work to team members.
• Uploads documents to the underwriting file.
• Orders motor vehicle reports and enters data into PAS.
• Rates endorsements and prepares loss runs.

Skills

Data entry

Attention to detail

Organization

Problem-solving

Education

High school diploma or equivalent

Tools

Policy Administration System (PAS)

Intranet Rater Manual

Job description

Overview

Prote cting our policyholders’ dreams, passions, and livelihoods has a direct impact on the communities we serve. We work towards excellence, conduct ourselves with high integrity, and take our work seriously, but not ourselves. Small Details. Big Difference. Find out how you can make a difference with a career at Society.

Society Insurance is seeking an Underwriting Services Representative to join our team in Fond Du Lac, Wisconsin. This position supports the Commercial Underwriting Department by monitoring and assigning incoming work, generating loss runs and motor vehicle reports, managing account updates and small non-premium endorsements in Guidewire, and ensuring all tasks follow departmental and company standards.

About The Role

• Monitors a vast variety of incoming requests from at least nine individual state email boxes and assigns work to appropriate team members.
• Uploads electronic policy level and account level documents to the underwriting file as applicable.
• Orders motor vehicle reports (MVRs) and police reports for Underwriters and enters driving information into Policy Administration System (PAS).
• Sets up decline accounts in the Policy Administration System (PAS).
• Rates commercial insurance policy endorsements by referencing correspondence, enters data in our Policy Administration System (PAS), utilizes Intranet Rater Manual and Technical Trainer instructions.
• Prepares and sends loss runs as requested.
• Researches returned mail and updates policy addresses as applicable in the Policy Administration System.

About You

• Makes thoughtful, data-based decisions without bias.
• Actively searches for accurate, detailed information to solve problems.
• Quickly connects concepts and applies learning across new situations.
• Delivers precise, complete work and looks for ways to improve it.
• Stays organized and meets deadlines while managing multiple tasks.

What It Will Take

• High school diploma or equivalent; proficiency with basic computer software, data entry, and spreadsheets.
• Above average math skills (ability to add, subtract, multiply, and divide at an advanced level by using a calculator).
• At least one year of experience in the insurance industry and related business processes preferred.

What Society Can Offer

• Comprehensive Benefits Package: Salary with bonus plan; health, dental, life, and vision insurance
• Retirement: Traditional or Roth 401(k) Defined Contribution Plan PLUS Profit-Sharing Plan
• Work-Life Balance: Company-paid holidays; flexible scheduling; PTO; telecommuting options
• Education: Career Coaching; company-paid courses; student loan and tuition reimbursement
• Community: Charitable Match; paid volunteer time; team sponsorships
• Wellness: Employee Assistance Program; wellness initiatives/rewards; health coaching; and more

Society Insurance prohibits discrimination and harassment of any type against applicants and employees on the basis of race, color, religion, sex, national origin, age, handicap, disability, genetics, veteran status or military service, marital status or sexual orientation, gender identity or expression, or any other characteristic or status protected by federal, state or local laws. Society Insurance also provides reasonable accommodations to qualified individuals with disabilities in accordance with the requirements of the Americans with Disabilities Act and applicable state and local laws. Society Insurance is a drug-free workplace.