Surety Underwriting Assistant

Insight Global; Houston (TX); On-site; USD 40,000 - 50,000; Full time

Job summary

A leading staffing firm in Houston is seeking an Underwriting Assistant to support Underwriters by preparing surety bond documents. The role emphasizes strong organizational skills and teamwork. Responsibilities include data entry, handling payments, and delivering bond documents. Qualified candidates should have a Bachelor's degree in finance or accounting and experience with Microsoft Office Suite. This position promotes diversity and is an equal opportunity employer.

Qualifications

• 6 months to 1 year of experience with Microsoft Office Suite.
• Experience in data entry and customer service roles.
• Basic math skills and understanding of banking processes.

Responsibilities

• Support Underwriters and communicate with agents.
• Prepare surety bond documents accurately and promptly.
• Deliver bond documents to principals.

Skills

Microsoft Office Suite (Excel, Outlook, Teams)

Data entry

Customer service

Technical writing

Basic math skills

Banking experience

Loan underwriting

Education

Bachelor's degree in finance or accounting

Job description

Job Description

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.

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 opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 or uniformed service member status, 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 [e-mail].

Skills and Requirements

• 6 months to 1 year of experience with Microsoft Office Suite (Excel, Outlook, Teams)
• Data entry and customer service
• Technical writing (email)
• Basic math skills, banking experience
• Loan underwriting
• Bachelor's degree in finance or accounting