Underwriter

• Interpret and apply underwriting guidelines and procedures to support service level standards.
• Review and clear accounts for new customers and process policy change requests that do not require underwriting decisions.
• Collaborate with internal teams to ensure timely and accurate policy service.
• Maintain a strong customer service orientation in all tasks and communications.
• Adapt to and support ongoing changes in technology, systems, and workflows.

Underwriting Technician

• Calculates renewal rates for large complex cases based on thorough analysis of experience, location, demographics, etc.
• Coordinates with other departments to ensure accuracy and consistency of overall account reporting.
• Prepares or supervises preparation of annual settlements, ERISA reports, rate projections, or benefit change increments and decrements.
• Surveys existing product portfolios by market, monitors sales results, trends and needs, recommends product portfolio changes.
• Assists in establishing rating and administrative procedures.
• Participates in major multi-functional teams as underwriting representative.
• Assists in the technical development of underwriting associates, which may include monitoring reports and work flow to provide recommendations on productivity and efficiency improvements.
• Updates and monitors departmental processes and procedures in compliance with system, regulatory and business requirements.

Group Underwriting Consultant

• Lead a specialized team managing complex, high-value disability cases
• Operationalize strategy and implement solutions to improve experiences for underwriters, advisors, and customers
• Foster a culture of risk discipline, accountability, collaboration, and knowledge sharing
• Assume full ownership/accountability of underwriting decisions including escalations
• Collaborate with leadership to challenge the status quo and improve operations costs and quality
• Implement and monitor key performance metrics to drive improved outcomes in placement ratios and advisor satisfaction
• Maintain competitive awareness through participation in industry events and strategic initiatives

Director of Disability Underwriting – Large Case Unit

• Leads and directs the branch underwriting process
• Enforces guidelines and procedures established by Corporate Office Underwriting
• Develops and enforces underwriting guidelines and procedures specific to their branch territory
• Models smart and effective underwriting practices for individual accounts, all lines of business, and different classes
• Sets and implements strategies to address challenges to profit and communicates strategies throughout the underwriting department
• Answers questions, shares recommendations for complex situations, such as difficult accounts, communication strategies or problematic agency relationships and explains the rationale for recommendations
• Monitors business results to ensure that underwriters operate within authority limits, guidelines, and branch service directives while matching price to quality across the book of business and meeting rate goals
• Serves as the subject matter expert for the branch and makes final decisions on complex or high-risk accounts
• Reviews updates received from Corporate Office Underwriting and communicates changes to team
• Oversees and directs the underwriting department team, focusing on both long-term and short-term success
• Collaborates with team members to establish performance goals and monitors status, conducts reviews, and provides coaching
• Interviews, hires, and recommends salary adjustments for team members
• Directs existing and develops and fosters new agency relationships to grow profitable relationships and rehabilitate unprofitable and low growth relationships
• Collaborates with Branch Vice President to determine underwriting strategy and practices and establishes short-term and long-term underwriting goals
• Performs audits on new business and renewals for compliance with Sarbanes Oxley, letters of authority, and quality and completeness of the underwriting being done in the branch
• Coordinates with underwriters, marketing and branch management in the agency management process including planning and agency review meetings

Regional Underwriting Director

• Underwrite new and renewal accounts to meet top and bottom line targets
• Negotiate price and terms and conditions with producers
• Ensure contract certainty is achieved on all accounts at time of inception
• Ensure utilization of global pricing tools
• Ensure placing and binding of FAC Reinsurance prior to policy inception
• Ensure accurate policy documentation issued to producers or producers has issued documentation (where producer responsibility)
• File maintenance – ensure file is established (whether electronic or paper) and maintained for each risk and transaction handled
• Proactively support completion of policy administration and credit control processes
• Training, developing and coaching of less experienced staff (including Underwriters)

Underwriting Specialist, Middle Market Solutions

• Design and execute underwriting strategies that drive profitable growth while ensuring strong, risk-adjusted returns.
• Establish and oversee underwriting guidelines, pricing models, and risk selection standards to ensure consistency and sound decision-making.
• Monitor and evaluate portfolio performance, underwriting KPIs, and loss trends to identify opportunities for improvement and optimize results.
• Lead, coach, and develop a high-performing team of commercial underwriters, ensuring alignment with company goals and fostering professional growth.
• Conduct quarterly quality assurance audits, assess underwriting accuracy and compliance, and present actionable insights to senior leadership.

Commercial CAT Underwriting Manager

• Review of incoming submissions and subsequent documents/reports for completeness along with class of policy (Group or Individual), branch code and other required information
• Work with Underwriters and Sales staff to assess submitted information
• Process reserves in policy issuance system
• Participate as needed in systems and workflow development as required
• Review workload daily to prioritize timelines for medical underwriting review submissions
• Support our Benefits Underwriting Department with daily tasks
• Assist underwriters in managing a book of business and help improve the underwriting process
• Assist the Claims Department with authorized services, narratives, and reserves

Medical Benefits Underwriting Coordinator

• Assist and support benefit underwriters with quoting, rating and issuance of new business quotes, renewals, and endorsements
• Respond to problem situations from brokers and perform customer service tasks as needed
• Review of incoming submissions and subsequent documents/reports for completeness along with class of policy (Group or Individual)
• Work with Underwriters and Sales staff to assess submitted information
• Process reserves in policy issuance system
• Participate as needed in systems and workflow development as required
• Review workload daily to prioritize timelines for medical underwriting review submissions

• Review and rate commercial insurance applications to determine policy premiums using internal systems and guidelines
• Enter data into the Policy Administration System (PAS) based on experience, training, and reference materials
• Upload and organize policy and account documents in underwriting files
• Document underwriting notes and assumptions accurately
• Prepare policy endorsements using application details and system tools
• Analyze state-specific coverages, limits, and underwriting criteria to support automated processing
• Process policy changes, including cancellations, reinstatements, and non-renewals

• Monitors a vast variety of incoming requests from at least nine individual state email boxes and assigns work to appropriate team members.
• Uploads electronic policy level and account level documents to the underwriting file as applicable.
• Orders motor vehicle reports (MVRs) and police reports for Underwriters and enters driving information into Policy Administration System (PAS).
• Sets up decline accounts in the Policy Administration System (PAS).
• Rates commercial insurance policy endorsements by referencing correspondence, enters data in our Policy Administration System (PAS), utilizes Intranet Rater Manual and Technical Trainer instructions.
• Prepares and sends loss runs as requested.
• Researches returned mail and updates policy addresses as applicable in the Policy Administration System.

Underwriting Services Representative

• Lead and manage a large, multi‑functional Business Banking Lending Center (BPLC) encompassing service representatives, underwriters, portfolio managers, and credit approvers.
• Own the end‑to‑end lending operating model, ensuring underwriting and servicing processes are well‑designed, documented, tested, and consistently executed.
• Maintain a strong culture of risk management and control aligned with enterprise frameworks and regulatory expectations.
• Address complex customer concerns, complaints, and escalations to ensure fair, timely, and favorable resolution.
• Partner with senior executives and business leaders to align operational capabilities with growth, risk, and financial objectives.
• Develop and oversee performance, risk, and compliance reporting across operations, training, and automation.

Underwriter jobs in Wisconsin

See all jobs on JobTailor

Underwriting Technician

Group Underwriting Consultant

Director of Disability Underwriting – Large Case Unit

Regional Underwriting Director

Underwriting Specialist, Middle Market Solutions

Commercial CAT Underwriting Manager

Medical Benefits Underwriting Coordinator

Medical Benefits Underwriting Coordinator

Underwriting Technician

Underwriting Services Representative

Managing Director, U.S. Business Banking Loan Underwriting, Operations, Transformation