Underwriting Support Specialist - Commercial Lines
Sentry Insurance, Blue Ash, OH, United States
This role is required to work in Sentry's hybrid model out of the Cincinnatti, OH regional office.
What You'll Do
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.
What It Takes
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
Benefits
Flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to; Tuesday through Thursday you'll work in office.
In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.
Meal Subsidy available for associates who report to an office.
401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program.
Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off.
Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
Well-being and Employee Assistance programs.
Sentry Foundation gift matching program to encourage charitable giving.
Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.
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What You'll Do
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.
What It Takes
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
Benefits
Flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to; Tuesday through Thursday you'll work in office.
In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.
Meal Subsidy available for associates who report to an office.
401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program.
Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off.
Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
Well-being and Employee Assistance programs.
Sentry Foundation gift matching program to encourage charitable giving.
Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.
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