The Underwriting Assistant supports Underwriters and communicates with agents and their customers. This role requires strong organizational skills, attention to detail, and the ability to apply past knowledge to new situations. Key duties include preparing surety bond documents accurately and promptly, receiving and applying payments, and delivering bond documents to principals. Teamwork and shared responsibilities are essential.
Responsibilities
- Support Underwriters directly
- Prioritize calls and emails for surety bonds
- Communicate bond requirements to agents
- Organize and document bond files for approval
- Accurately accept and apply payments
- Monitor system emails and actions required
- Oversee issuance, renewal, maintenance, and invoicing of Direct Billed bonds
- Process and edit system forms and letters
- Track compliance and follow-up procedures
- Resolve customer issues promptly
- Update principal or agency information
- Assist with agency billing and accounting issues
- Maintain and identify attachments to bond files
- Cancel bonds and calculate return premiums
- Answer phones and perform reception duties
Requirements:
- Microsoft office suite (excel, outlook, teams)
- Data entry and Customer service
- Write logical email (technical writing)
- Basic math skills
- Bachelors (finance or accounting major)
Pay: $20.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Education:
Experience:
- Data entry: 2 years (Required)
- Microsoft Excel: 2 years (Required)
- Technical writing: 2 years (Required)
Work Location: In person
