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Job Description

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 (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

6m-1yr experience with:

Microsoft office suite (excel, outlook, teams)

Data entry and Customer service

Write logical email (technical writing)

Basic math skills Banking experience

Loan underwriting

Bachelors (finance or accounting major) null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].