Underwriting Support Specialist - Commercial Lines - Irvine

Posted 4 Hours Ago
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Irvine, CA
56K-77K Annually
1-3 Years Experience
Insurance
The Role
The Underwriting Support Specialist assists in various underwriting tasks, manages customer data, collaborates with underwriters and agents, responds to inquiries, and provides administrative support. They also manage a small commercial book of business and ensure compliance with company standards.
Summary Generated by Built In

We are currently seeking a results-driven individual to fill a critical role as an Underwriting Support Specialist on our Commercial Lines Service & Operations Team. The Underwriting Support Specialist provides support in a variety of underwriting tasks utilizing multiple internal and external systems and reports.
Based on experience and qualifications, the pay range for this position is $56,350 - $77,395 annually.
This role will report to our Irvine, CA office.

What You’ll Do:

  • Document and maintain customer information and forms necessary for policies and/or policy changes in various systems. 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. Ensure that data and materials meet company standards for compliance, completeness, and quality.

  • Collaborate with underwriters and agents to prepare new or renewal files for underwriters within an assigned territory, producing risk/exposure reports, compiling information, Compile underwriting electronic records and forms, sales quotes, and/or business contracts. May correspond with customers, underwriters and/or independent agents to gather and verify information or deliver quotes.

  • Serve as primary point of contact and resource for underwriters, designated producer(s), and/or agents within the territory. Respond to email and phone inquiries and requests from internal and external parties and effectively explain plan details and/or processing requirements.

  • Respond to internal and external requests for action or information. Asses the request for completeness and adds account information as warranted before resolving or routing to the appropriate team. Document all activities in systems. Produce and delivers standard and custom reports as needed. Complete account cancellations and binds as requested.

  • 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. May provide direction and support to other regional teams.

  • May independently manage a small commercial book of business based on a defined scope within the assigned territories. Apply sound underwriting decisions and actions, when granted approval by the underwriter.

  • Performs other job-related duties as assigned from time to time.

What It Takes:

  • Associate degree or equivalent work experience

  • Minimum 2 years of related work experience, commercial lines insurance preferred.

  • Excellent written and verbal communication skills to handle service needs of producers and customer

  • Working knowledge of PC software applications

  • Knowledge of Business Products operations and systems

  • Knowledge of Sentry Insurance and its products is beneficial

What You'll Receive:

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

  • Sentry is happy to offer 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.

  • As a Sentry associate, you will have an in-office workspace and materials for your home 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.

About Sentry:

We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Amelia Sacco

[email protected] 

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.

The Company
HQ: Stevens Point, WI
4,225 Employees
Hybrid Workplace
Year Founded: 1904

What We Do

Your business. Your employees. Your peace of mind. At Sentry, we understand what matters most to you. Because we’ve been there ourselves. We got our start in 1904, when members of the Wisconsin Retail Hardware Association formed their own insurance company. Establishing the company gave members strength in numbers, but it was the true strength of personalized service and Midwestern roots that became hallmarks of the Sentry name.

Today, we’ve grown to become a member of one of the largest and most financially secure insurance groups in the country by never forgetting where we came from. Perhaps that’s why many of our customers have been with us for decades.

And we can be there for you.

Our customers work in a wide range of industries, including transportation, manufacturing, metalworking, construction, auto dealerships, and more. From 401(k) plans and general liability to commercial property and workers’ compensation, we offer the insurance products that can help protect your business and your employees.

Our Stevens Point headquarters is the flagship of our business, which is supported by field offices strategically located throughout the United States. With more than $22.9 billion in assets, a $7.5 billion* policyholder surplus, and an A+ (superior) rating from AM Best,** the industry’s leading rating authority, we continue providing peace of mind.

One conversation at a time.

To learn more about us, the industries we serve, and the products we offer, visit sentry.com.

The content provided here is for informational purposes only: https://www.sentry.com/footer/legal-disclaimer.

*Assets and policyholder surplus are as of December 31, 2022, and represent the aggregate total for all members of the Sentry Insurance Group and are not reflective of any individual underwriting company.

**Sentry has an AM Best Financial Strength Rating (FSR) of A+ (superior), current as of June 2023. For details about AM Best’s rating scale, see ambest.com/ratings/guide.pdf.

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