Underwriting Support Specialist - Commercial Lines

Sentry; Stevens Point (WI); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Hybrid work model

Meal stipend

Tuition reimbursement

Medical, dental, vision insurance

Paid time off

401(k) with company match

Charitable giving program

Job summary

Sentry is seeking a detail‑oriented professional to support commercial lines operations and underwriting processes. You will serve as a primary contact for customers and agents, document policy data, and prepare files for underwriters in a collaborative, fast-paced environment.

Responsibilities include data gathering, compliance checks, and creating reports while working with underwriters and sales producers.

Qualifications

• Associate degree or equivalent work experience.
• Exceptional communication and organizational skills are essential.
• Attention to detail and accuracy are prioritized.

Responsibilities

• Document and maintain customer information and forms for policies and policy changes.
• Handle complex transactions by gathering data, updating systems, and ensuring accuracy.
• Ensure data materials meet company standards for compliance and quality.
• Collaborate with underwriters and agents to prepare new or renewal files and compile information.
• Compile underwriting records, sales quotes, and contracts; communicate with customers or agents as needed.

Skills

Exceptional communication

Organizational skills

Attention to detail

Multi-tasking

Independent work

Education

Associate degree or equivalent

Tools

Sentry systems

PC software

Job description

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. On behalf of underwriters and sales producers, serves as a primary contact for customers and/or agents/brokers. 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

• 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.

What it Takes

• 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

Here is what you can look forward to as part of our team:

• 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.

Why Join Sentry?

At Sentry, we believe our people are the heart of our success. We’re proud to be recognized for the culture we’ve built, earning spots on Forbes’ lists for America’s Best Midsize Employers and Best Employers for New Grads, as well as Newsweek’s America’s Greatest Workplaces for Women and Diversity. These honors reflect our commitment to your professional satisfaction and growth. Building on a Legacy Our future is bright, but it’s anchored in a long history of stability. Since our founding in 1904, we’ve dedicated ourselves to helping businesses protect their futures. That trust has made us one of the largest and most financially stable mutual insurance companies in the U.S. We’re proud to have maintained an A+ rating from A.M. Best, the industry’s leading authority, for over 30 years. Your Career, Our Community Whether you’re working at our headquarters in Stevens Point, Wisconsin, or one of our many offices across the country, you’ll find a challenging and rewarding environment. Explore the Our Teams tab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth. Ready to own your future? Join us at Sentry, opportunities await!

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation. Our associates are the most important part of our company. We became one of the most financially strong mutual insurance companies in the U.S. by striving to provide the best possible service to our business customers. We do this by having conversations, forming relationships, and getting to know the people we work with and their businesses. We make that same commitment to our associates. When you join Sentry, we don’t just want you to perform tasks each day. We want you to enjoy your time with us. You’re in the driver’s seat of your career path here—sharing feedback, creating goals, accessing professional development resources, and identifying how you can contribute to both your success and the success of the company. Yes, we work hard. But we work with the purpose of helping others, and with the understanding that there’s more to life than work. We invite you to learn more about us. You’ll find we’re much more than insurance.