Hybrid Surety Underwriting Assistant

Software Guidance & Assistance, Inc. (SGA, Inc.); Indianapolis (IN); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Software Guidance & Assistance, Inc. (SGA) is seeking an Underwriting Assistant for our premier client in Indianapolis, IN. This long-term contract role involves clerical and underwriting support with data entry, bond processing, and file maintenance.

The position offers a hybrid schedule (in-office 3 days a week) and involves communications with agents, clients, and underwriters nationwide. You will assist with input of new bond transactions and supporting underwriting information while

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.
• Strong communication, multi-tasking, dependability, and adaptability are essential.
• Proficient in Word, Excel, PowerPoint, and Outlook.

Responsibilities

• 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.
• 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.

Skills

Communication

Multitasking

Dependability

Time management

Problem-solving

Education

High School Diploma

Tools

MS Word

MS Excel

PowerPoint

Outlook

Job description

Software Guidance & Assistance, Inc. (SGA) is seeking an Underwriting Assistant for our premier client in Indianapolis, IN. This long-term contract role involves clerical and underwriting support with data entry, bond processing, and file maintenance.

The position offers a hybrid schedule (in-office 3 days a week) and involves communications with agents, clients, and underwriters nationwide. You will assist with input of new bond transactions and supporting underwriting information while