Underwriting Support Specialist II

Church Mutual Insurance Company, S.I.•Merrill, WI

About The Position

The Senior Underwriting Support Specialist provides advanced underwriting support and servicing while serving as a technical resource for underwriting support operations. The role supports underwriters through risk review, renewal preparation, endorsement evaluation, account servicing, and underwriting designated accounts of increasing size, premium volume, and complexity within established authority. Responsibilities include evaluating risks, reviewing coverage, applying underwriting guidelines, and promoting operational quality and customer satisfaction. The role provides leadership through technical expertise, mentoring, training, and process-improvement initiatives. It delivers advanced underwriting support, strengthens team capability, supports underwriting operations, and develops expertise for increasingly complex underwriting responsibilities. It functions independently within delegated authority and provides guidance and technical support to colleagues without formal supervisory responsibility. Work is performed in a professional office or remote/hybrid environment, consistent with organizational policy. Duties and scope may vary by product line or Center of Excellence while maintaining core underwriting responsibilities; employees may also be asked to perform other duties as assigned.

Requirements

  • High school diploma or equivalent required.
  • Typically 3–5 years of insurance experience, with demonstrated progression in underwriting support, policy administration, policy processing, underwriting operations, or related functions.
  • Demonstrated ability to mentor, train, and support the development of others.
  • Advanced knowledge of insurance products, underwriting concepts, policy forms, underwriting support processes, and underwriting workflows.
  • Understanding of risk review, coverage considerations, and underwriting support activities.
  • Ability to review documentation, identify issues, and support underwriting decisions within established authority.
  • Proficiency with company systems, applications, and technology supporting underwriting operations.
  • Strong organizational and time-management skills.
  • Effective written and verbal communication skills.
  • Strong customer service and relationship-building skills.
  • Advanced analytical and problem-solving skills.
  • Ability to train, mentor, and support others; manage competing priorities and complex assignments.
  • Demonstrated leadership through influence and expertise.
  • Commitment to continuous learning, professionalism, and operational excellence.

Nice To Haves

  • Post-secondary education.
  • Recognized insurance education or coursework.

Responsibilities

  • Underwrite designated renewal accounts and routine transactions of increasing size and complexity within delegated authority, evaluating risk information and applying guidelines and standards.
  • Review risk information, account characteristics, and supporting documentation to assess exposures and determine appropriate underwriting actions or recommendations.
  • Apply underwriting guidelines, coverage analysis, and rating considerations to assigned underwriting responsibilities.
  • Perform designated underwriting activities within established authority and procedures, including risk evaluation, coverage analysis, and completion of underwriting actions.
  • Provide advanced underwriting support for renewals, endorsements, and policy servicing activities.
  • Prepare and review renewal files and supporting documentation to facilitate underwriting evaluation and decision-making.
  • Review endorsements and policy transactions within established authority and procedures, evaluating risk characteristics, coverage considerations, and appropriate underwriting actions.
  • Evaluate supporting documentation for completeness, accuracy, and underwriting readiness.
  • Support underwriters with complex underwriting support activities and account servicing needs.
  • Document underwriting actions, communications, and supporting information according to departmental standards.
  • Build and maintain effective working relationships with producers, customers, underwriters, and internal business partners.
  • Provide timely, accurate, and professional service in support of retention, customer satisfaction, and business objectives.
  • Assist in resolving complex service issues and underwriting support concerns.
  • Collaborate with underwriters and business partners on underwriting workflows, account servicing, and renewal processes.
  • Serve as a resource for underwriting support staff and assist with escalated questions or issues.
  • Communicate underwriting decisions, requirements, coverage considerations, and risk-related recommendations to relevant parties as appropriate.
  • Mentor and support less experienced staff through coaching, knowledge sharing, and guidance; assist with onboarding and training.
  • Support the development and maintenance of procedures, workflow documentation, and job aids.
  • Ensure activities comply with established guidelines, procedures, and company standards; support quality, audit, and process-consistency initiatives.
  • Identify recurring issues, trends, and opportunities for quality improvement; maintain accurate and complete underwriting records and protect confidential information.
  • Maintain advanced knowledge of insurance products, policy forms, underwriting support processes, and workflows; continue developing expertise in risk evaluation, coverage analysis, and complex account review.
  • Participate in projects and process-improvement efforts, recommending improvements to workflows, procedures, and underwriting support effectiveness.
  • Meet service, productivity, quality, and timeliness expectations; manage competing priorities and departmental workload needs.
  • Promote consistency, professionalism, and accountability; adapt to changing business needs and support process improvements and change initiatives.
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