Job Title : Surety Underwriting Assistant
Location : Indianapolis, IN
Hybrid
Job Description :
- Focus on providing support to Agents regarding our online Surety Agency portal, and / or process Surety business through bond and data entry supporting national organization. Services and responds to internal and external customers, assisting customers with inquiries and questions with follow-up to ensure customer satisfaction.
- Prepare and execute new bonds, riders, enter rates and codes new business, renewals, cancellations, endorsements, and reinstatements.
- Communicate with Home Office and field underwriters and staff, as well as internal and external customers, Territory Managers, attorneys, and Surety IT personnel.
- Apply considerable independent judgment to complete complex or specialized assignments / tasks, working within defined policies and procedures to optimize planned business results.
- Provide excellent service to internal and external customers and assist agents and clients with inquiries and questions.
- Retrieve information using various systems, including billing / workflow and database systems; Prepare and verify documents for accuracy prior to entering into systems.
- Assist with billing, premium and commission discrepancies upon request.
- Participate in process improvement activities by regularly sharing ideas and seeking new ways to improve the way we do business.
- Provide Administrative Support.
- Other projects as assigned
Required Qualifications :
High School Diploma or equivalent required.Minimum 1 year, preferably 3+ years' experience supporting complex transactions, ideally in a Surety UA role or within the P&C industry.Technological proficiency (including Word, Excel, PowerPoint, and Outlook) and ability to rapidly learn new software and systems