PL Underwriting Assistant

Jewelers Mutual • Neenah, WI

17h • Onsite

About The Position

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.

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

In this role, you will ensure a level of customer service that meets and exceeds customer expectations over the phone and through written communication. You will examine individual applicants for insurance, review documents such as applications, questionnaires, adjuster reports, and financial statements to set up or issue new business or policy modifications. You will help review, follow up, set up accounts, and may process agency business under the guidance of an Underwriter. You will coordinate and manage relationships with field adjusters, which includes initial contact, follow-up, gathering of reports, and ensuring invoices for services are paid in a timely manner. You will evaluate and take action on necessary pre-renewal directions for vault coverage, closed claims, and CAR reports. You will deliver on commitments to internal and external customers by providing follow-up and follow-through. You will respond to inquiries from jewelers, agents, and current or prospective insured parties. You will excel in accuracy and quality, viewing these skills as critical to the success of ongoing relationships with customers and coworkers. You will strive to be a knowledge expert in product, systems, and services. You will embrace change, maintain a positive work environment, and actively engage 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.

Requirements

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

Nice To Haves

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

Responsibilities

• 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.

Benefits

• performance bonuses
• generous paid time off
• a top-tier retirement program with 401(k) matching and additional company contributions
• 50% charitable gift matching
• paid volunteer time

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED