Job Description
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 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 inform...
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 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 inform...