Top 29 Finance assistant Jobs in Wisconsin

Underwriting Assistant - CM VANTAGE/HYBRID
Church Mutual Insurance, S.I. —Madison, WI
- $27.19 - $38.07 an hour
- Hybrid work
- Microsoft Excel
- Customer service
- Computer literacy
Quick Apply
Assistant Controller
M.M. Schranz Roofing, Inc. —Milwaukee, WI
- Full-time
- 5 years
- ERP systems
- Office
- Health insurance
- Dental insurance
Quick Apply
Surety Underwriting Assistant
Liberty Mutual —Wausau, WI
- $50,000 - $94,000 a year
- Full-time
- Research
- Mid-level
- Office
11d
Assistant Finance Director
Rock County, WI —Janesville, WI
- $51.52 - $56.11 an hour
- Full-time
- Management
- Ability to walk for extended periods
- Word processing
- Free parking
- Disability insurance
Assistant Professor (Tenure-Track) - Finance and Business Law
University of Wisconsin Whitewater —Whitewater, WI
- $140,000 a year
- Full-time
- Finance
- University
- Doctor of Philosophy
3d
Teaching Assistant Professor - Finance
University of Wisconsin La Crosse —La Crosse, WI
- Full-time
- Laboratory
- Classroom
- Mid-level
- Paid holidays
- Health insurance
Financial Advisor Sales Assistant
Johnson Financial Group —Kenosha, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Accounting and Finance: Assistant/Associate Professor in Finance
University of Wisconsin Eau Claire —Eau Claire, WI
- Full-time
- Background check
- Classroom
- Doctoral degree
Corporate Assistant Financial Controller
Potawatomi Casino Hotel —Milwaukee, WI
- Weekends as needed
- Research
- Mid-level
- Office
Retail Finance Assistant
Fabick Cat —Milwaukee, WI
- Merchandising
- Office
- Finance
Quick Apply
3d
Senior Personal Trust Assistant
Associated Bank —Green Bay, WI
- $21.54 - $36.92 an hour
- Full-time
- Background check
- Mid-level
- Office
- Employee stock purchase plan
- 401(k)
Assistant Credit Manager
Performance Foodservice —La Crosse, WI
- Full-time
- Pass drug screening
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
Financial Services Assistant
TMS Financial —Green Bay, WI
- $25 - $37 an hour
- Full-time
- Marketing
- Research
- Mid-level
Quick Apply
Financial Services Administrative Assistant
Legacy Investment Services —Appleton, WI
- $20 - $32 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
12d
Assistant Actuary - Capital Modeling (Hybrid)
American Family Insurance —Madison, WI
- $113,000 - $194,000 a year
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Office
- Paid holidays
- Loan repayment program
Finance Secretary
CALVARY LUTHERAN CHURCH —Brookfield, WI
- Part-time
- Customer service
- Mid-level
- Office
- Retirement plan
Quick Apply
Financial Assistant I - KNN
The Medical College of Wisconsin, Inc. —Madison, WI
- $19.75 - $23.85 an hour
- Part-time
- Computer literacy
- Writing skills
- English
- Paid parental leave
- Paid holidays
Quick Apply
4d
Automotive Assistant Controller / Accounting Manager
Veero Ford & CDJR of Morris —Eau Claire, WI
- $75,000 - $100,000 a year
- Full-time
- Dealership
- Mid-level
- Continuous improvement
- Health insurance
- 401(k)
Quick Apply
Financial Aid Assistant Director - Enrollment & Retention | Financial Aid
University of Wisconsin Whitewater —Whitewater, WI
- $68,000 - $74,000 a year
- Full-time
- Oracle
- Writing skills
- Mid-level
Administrative Assistant Teaching & Learning Dept. (Grants, Finance, Prgm. & Inventory Support)
Portage Community Schools —Portage, WI
- From $21.25 an hour
- Full-time
- Mid-level
- Office
- In-person
- Health savings account
- Health insurance
Quick Apply

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finance assistant jobs near wisconsin

Underwriting Assistant - CM VANTAGE/HYBRID

Church Mutual Insurance, S.I. -
Madison, WI

Quick Apply

Job Details

$27.19 - $38.07 an hour

Qualifications

Commercial insurance policies
Microsoft Excel
Customer service
Computer literacy
Employee relationship building
Windows
High school diploma or GED
Desktop applications
Document viewing software
Productivity software

Full Job Description

***This is a hybrid role (in office days Tuesday-Thursday) at our Madison office***

About CM | Vantage

CM | Vantage Specialty Insurance Company is the excess and surplus lines carrier within the CM Group family of companies. Focused on providing specialized insurance solutions through strong broker partnerships, technical underwriting expertise, and disciplined portfolio management, CM | Vantage is positioned for continued growth and innovation within the specialty insurance marketplace.

Looking to join a growing specialty insurance organization where your contributions make a meaningful impact?

At CM | Vantage Specialty Insurance Company, you'll work alongside experienced underwriting professionals in a collaborative, fast-paced environment focused on delivering specialized Excess & Surplus insurance solutions. As a member of the CM | Vantage team, you'll have the opportunity to expand your insurance knowledge, build valuable relationships, and contribute to the continued growth of our organization while developing your own career.

We foster a workplace where employees are treated with dignity and respect, and where collaboration, innovation, and professional development are encouraged. Join CM | Vantage and help support a team dedicated to underwriting excellence and exceptional broker service.

What you'll be doing:
Conduct initial processing of submissions, renewals, endorsements, and other incoming documents based upon established guidelines and authority. Prepare, gather, and research underwriting information pre-bind and post-bind and process new and renewal submissions, binders, and policies with a high degree of productivity and quality. Input new business submissions and route to underwriting staff as directed. Build and maintain positive business relationships with various constituencies, including but not limited to fellow employees and assigned producers. Assist in identifying and implementing process and technology improvements.

On any given day, you'll:

Conduct initial processing of submissions, renewals, endorsements, and other incoming documents based upon established guidelines and authority. This may include review and research of various external data sources to be used in the underwriting process.
Complete pre-bind and post-bind tasks as assigned by Underwriting, including preparing initial new business, renewal and endorsement quotes for underwriter review and issuing new and renewal business and endorsements as instructed. Following up with producers for outstanding underwriting information, such as loss runs and completed inspections.
Input new business submissions, and route to underwriting staff as appropriate. Input includes data entry of pertinent customer information, and uploading submission documents to the Policy Administration System (PAS).
Work collaboratively in a team environment to attain corporate and team goals and enhance customer satisfaction and experience. Assist others in work processes to accomplish team workload expectations.
Build strong working relationships with underwriters and assigned brokers.
Remain current and continue to develop technical knowledge and expertise according to CM Vantage's business niche.
Contribute to the CM Vantage team, provide feedback, make suggestions regarding improvements, discuss issues, develop efficiencies, and identify and assist in resolving conflicts.
Participate/lead assigned projects as necessary.

Here's what we expect:

Three or more years of experience in insurance servicing, or related fields.
Bachelor's degree or comparable industry experience may be considered with a high school diploma or equivalent required.

Necessary Knowledge and Abilities:

Solid technical knowledge of commercial insurance processing.
Detail and service oriented.
Self-directed, highly productive, and innovative.
Skilled in building relationships, sound judgment, making decisions, and influencing others.
Possesses a customer-centric service philosophy.
Excellent interpersonal and communication skills.
Thorough understanding or ability to learn new lines of business, including insurance procedures, processes, and product lifecycle management.
Ability to promote a team environment of creative innovation.
Understanding of CM Vantage's mission, philosophy, goals, and objectives.
Proficient in all standard business software, including Word, Excel, PowerPoint, and Internet Browsing; creating and managing pdf files; and Microsoft Windows.

Church Mutual is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Exact compensation will vary based on consideration of a variety of factors including education, skills, experience, and location.

#LI-Hybrid

Compensation: 27.19 to 38.07

Quick Apply

Refine Your Search

finance assistant jobs in wisconsin

Underwriting Assistant - CM VANTAGE/HYBRID

Assistant Controller

Surety Underwriting Assistant

Assistant Finance Director

Assistant Professor (Tenure-Track) - Finance and Business Law

Teaching Assistant Professor - Finance

Financial Advisor Sales Assistant

Accounting and Finance: Assistant/Associate Professor in Finance

Corporate Assistant Financial Controller

Retail Finance Assistant

Senior Personal Trust Assistant

Assistant Credit Manager

Financial Services Assistant

Financial Services Administrative Assistant

Assistant Actuary - Capital Modeling (Hybrid)

Finance Secretary

Financial Assistant I - KNN

Automotive Assistant Controller / Accounting Manager

Financial Aid Assistant Director - Enrollment & Retention | Financial Aid

Administrative Assistant Teaching & Learning Dept. (Grants, Finance, Prgm. & Inventory Support)

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