Underwriting Support Specialist - Commercial Lines
About The Position
This role is required to work in Sentry's hybrid model out of the Cincinnatti, OH regional office. As an Underwriting Support Specialist, you will be responsible for specific territories utilizing your talents to document and maintain customer information and forms necessary for policies and/or policy changes in various systems. You will handle the most complex transactions by gathering all necessary data from various sources, updating applicable systems, reviewing output for accuracy and completeness, and ensuring appropriate resolution. You will ensure that data and materials meet company standards for compliance, completeness, and quality. You will collaborate with underwriters and agents to prepare new or renewal files for underwriters within an assigned territory, producing risk/exposure reports and compiling information. You will compile underwriting electronic records and forms, sales quotes, and/or business contracts. You may correspond with customers, sales producers, and/or independent agents to gather and verify information or deliver quotes. You will serve as the primary point of contact and resource for designated producer(s), customers, and/or agents within the territory. You will respond to email and phone inquiries and requests from internal and external parties and effectively explain plan details and/or processing requirements. You will respond to internal and external requests for action or information. You will assess the request for completeness and add account information as warranted before resolving or routing to the appropriate team. You will document all activities in systems. You will produce and deliver standard and custom reports as needed. You will complete account cancellations as requested. You will provide general administrative support, which may include, but is not limited to, participating in system upgrades, process improvement projects, and/or quality audits, and assisting with onboarding new associates on the team. You may provide direction to other teams.
Requirements
- 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
Responsibilities
- Documents and maintains customer information and forms necessary for policies and/or policy changes in various systems.
- Handles the most complex transactions by gathering all necessary data from various sources, updating applicable systems, reviewing output for accuracy and completeness, and ensuring appropriate resolution.
- Ensures that data and materials meet company standards for compliance, completeness, and quality.
- Collaborates with underwriters and agents to prepare new or renewal files for underwriters within an assigned territory, producing risk/exposure reports and compiling information.
- Compiles 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.
- Serves as primary point of contact and resource for designated producer(s), customers, and/or agents within the territory.
- Responds to email and phone inquiries and requests from internal and external parties and effectively explains plan details and/or processing requirements.
- Responds to internal and external requests for action or information.
- Assesses the request for completeness and adds account information as warranted before resolving or routing to the appropriate team.
- Documents all activities in systems.
- Produces and delivers standard and custom reports as needed.
- Completes account cancellations as requested.
- Provides general administrative support, which may include, but is not limited to, participating in system upgrades, process improvement projects, and/or quality audits, and assisting with onboarding new associates on the team.
- May provide direction to other teams.
Benefits
- Hybrid work model
- In-office workspace and materials for home office
- Meal Subsidy
- 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting
- Sentry University (SentryU)
- Tuition Reimbursement program
- Generous Paid-Time Off plan
- Volunteer-Time off
- Group Medical, Dental, Vision, Life insurance
- Parental leave
- Health and Wellness benefits
- Well-being and Employee Assistance programs
- Sentry Foundation gift matching program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
