Underwriting Support Specialist

churchmutual; Wisconsin; On-site; USD 42,000 - 62,000; Full time

Job summary

Church Mutual in Wisconsin seeks a proactive Insurance Service Associate to respond to internal and external customers, support policy issuance and administration, and coordinate with underwriters to renew policies.

You will review applications for completeness, request missing information, and help with quotes, proposals, and account setup. Strong communication and organizational skills are essential for handling multiple priorities in a fast-paced environment.

Qualifications

• High school diploma or equivalent required; post-secondary education preferred.
• Completion of or progress toward insurance courses such as INS, AU, or CPCU is desirable.
• Knowledge of company services, products, and structure is desirable.

Responsibilities

• Respond to assigned internal and external customers to support retention of business.
• Collaborate with underwriters to establish target dates and communicate coverage limitations.
• Review applications for completeness and request missing information from producers.
• Assist in account setup, quoting, proposals, policy issuance, and policy administration requests.
• Develop cross-department relationships to ensure customer tasks are completed and expectations are met.
• Renewal processes coordinated with underwriters and producers; maintain timely communication.

Skills

Customer service

Communication

Team collaboration

Time management

Attention to detail

Education

High school diploma

Post-secondary education

Insurance courses (INS/AU/CPCU)

Job description

What you'll be doing: Provide timely and accurate response to assigned internal and external customers to include service requests from producers, agencies, CMGroup 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 to 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.

On any given day, you'll:

• 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.

Here’s what we expect:

• High school diploma or equivalent is required. Additional post‑secondary education is preferred.
• Minimum of two years of property/casualty insurance background is required. Post‑secondary education may waive this requirement.
• Completion of insurance courses, such as INS, AU, or CPCU, is desirable.
• Knowledge of company services, products, and structure is desirable.
• 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.

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.