Underwriting Support Specialist - Commercial Lines jobs in United States
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Sentry · 5 days ago

Underwriting Support Specialist - Commercial Lines

Sentry is a company that specializes in commercial insurance, and they are seeking an Underwriting Support Specialist to support operational and underwriting processes. The role involves handling transactions, collaborating with underwriters, and providing administrative support within the commercial lines domain.

Insurance

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

Qualification

Data managementUnderwriting processesReport generationCustomer serviceAdministrative support

Required

Supports commercial lines (CL) operational and underwriting processes within guidelines by handling a variety of basic to moderately complex transactions and policy changes
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

Company

In 1904, members of the Wisconsin Retail Hardware Association founded their own insurance company—one built on mutual support, shared strength, and a commitment to service.

Funding

Current Stage
Late Stage

Leadership Team

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Aaron Deering
Chief Technology Officer
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Todd Schroeder
Chief Administrative Officer and Chief Financial Officer/Treasurer
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Company data provided by crunchbase