Underwriting Support Specialist II

Church Mutual Insurance•Merrill, WI

About The Position

The Senior Underwriting Support Specialist provides advanced underwriting support, underwriting activities, and policy servicing while serving as a technical resource for underwriting support operations. The role supports underwriters with risk review, renewal preparation, endorsement evaluation, account servicing, and underwriting designated accounts of increasing size, premium volume, and complexity within delegated authority. This includes evaluating risk information, reviewing coverage, and applying underwriting guidelines and standards. The position provides technical leadership through mentoring, training, knowledge sharing, and process improvement, but has no formal supervisory responsibility. It exercises judgment on assigned accounts, endorsements, and transactions within established guidelines, and escalates higher-risk, more complex, or out-of-authority situations. The role also helps develop underwriting expertise and supports increasingly complex responsibilities and potential technical, leadership, and underwriting career opportunities. 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; other duties may be 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.
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.
Ability to 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 underwriting transactions of increasing size and complexity within delegated authority by evaluating risk information and applying underwriting 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 when evaluating and processing assigned underwriting responsibilities.
Perform designated underwriting activities for assigned accounts and other risks within established authority and procedures.
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, evaluating risk characteristics, coverage considerations, and appropriate underwriting actions.
Evaluate supporting documentation for completeness, accuracy, and underwriting readiness.
Support underwriters with increasingly complex underwriting support activities and account servicing needs.
Document underwriting actions, communications, and supporting information in accordance with 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 to support 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 stakeholders as appropriate.
Mentor and support less experienced underwriting support staff through coaching, knowledge sharing, and guidance.
Assist with onboarding and training activities for new and existing team members.
Support the development and maintenance of procedures, workflow documentation, and job aids.
Serve as a resource to team members regarding underwriting guidelines, risk evaluation, coverage analysis, and underwriting best practices.
Ensure underwriting support activities comply with established guidelines, procedures, and company standards.
Support quality, audit, and process consistency initiatives across underwriting support operations.
Identify recurring issues, trends, and opportunities for quality improvement.
Maintain accurate and complete underwriting documentation and records, and protect the confidentiality of customer and company information.
Maintain and continue developing advanced knowledge of insurance products, policy forms, underwriting support processes, and underwriting workflows.
Participate in projects, initiatives, and process improvement efforts to enhance service, quality, and operational effectiveness.
Provide recommendations to improve workflows, procedures, and underwriting support effectiveness.
Meet established service, productivity, quality, and timeliness expectations.
Manage competing priorities and support departmental workload needs.
Promote consistency, professionalism, and accountability across underwriting support activities.
Adapt to changing business needs, priorities, and processes, and support initiatives that strengthen underwriting support operations.