Job Summary:
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.
Job Responsibilities
Support Underwriters directly
Prioritize calls and emails for commercial 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
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
Human Resources Request Form. The EEOC "Know Your Rights" Poster is available
here.
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https://insightglobal.com/workforce-privacy-policy/ .
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.