Surety Underwriting Assistant

Creative Solutions Services, LLC; Indianapolis (IN); Hybrid; USD 36,000 - 60,000; Full time

Job summary

Creative Solutions Services, LLC in Indianapolis, IN is seeking a bonds support specialist for a hybrid role. You will assist agents with the Surety Agency portal and process bond-related data entry with accuracy.

Responsibilities include handling bonds, communicating with Home Office and underwriters, and supporting billing and process improvements in a fast-paced environment. Strong Excel/Word/Outlook skills and teamwork are essential.

Qualifications

• High School Diploma or equivalent required.
• 1–3 years in supporting complex transactions, ideally Surety UA or P&C.
• Aptitude for accurate, error-free work and meeting deadlines.

Responsibilities

• Provide support to agents regarding the online Surety Agency portal and process Surety business through bond and data entry.
• Service and respond to internal and external customer inquiries and ensure customer satisfaction.
• Prepare and execute new bonds, riders, enter rates and codes for new business, renewals, cancellations, endorsements, and reinstatements.
• Communicate with Home Office and field underwriters, staff, Territory Managers, attorneys, and Surety IT personnel.
• Apply independent judgment to complete complex assignments/tasks and optimize business results.
• Retrieve information using various systems, including billing/workflow and database systems, and verify document accuracy.
• Assist with billing, premium, and commission discrepancies upon request.
• Participate in process improvement activities by sharing ideas and seeking new methods to enhance business operations.
• Provide administrative support and handle other projects as assigned.

Skills

Self-motivation

Communication skills

Dependability

Customer service

Critical thinking

Time management

Organizational skills

Multi-tasking

Adaptability

Office software proficiency

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Location: Indianapolis, IN
Work Mode: Hybrid (3 days in Office, Mon - Wed)

Responsibilities:

• Provide support to agents regarding the online Surety Agency portal and process Surety business through bond and data entry.
• Service and respond to internal and external customer inquiries and ensure customer satisfaction.
• Prepare and execute new bonds, riders, enter rates and codes for new business, renewals, cancellations, endorsements, and reinstatements.
• Communicate with Home Office and field underwriters, staff, Territory Managers, attorneys, and Surety IT personnel.
• Apply independent judgment to complete complex assignments/tasks and optimize business results.
• Retrieve information using various systems, including billing/workflow and database systems, and verify document accuracy.
• Assist with billing, premium, and commission discrepancies upon request.
• Participate in process improvement activities by sharing ideas and seeking new methods to enhance business operations.
• Provide administrative support and handle other projects as assigned.

Requirements:

• 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.
• Proven record of adapting positively to change and thriving in both individual and team environments.
• Commitment to producing highly accurate, error-free work and meeting critical business objectives.

Preferred Skills:

• Self-motivation and the ability to work independently.
• Excellent written and verbal communication skills.
• Dependability and reliability in a fast-paced environment.
• Exceptional customer service skills.
• Advanced critical thinking and problem-solving skills.
• Superior time management and prioritization abilities.
• Technological proficiency (including Word, Excel, PowerPoint, and Outlook) and ability to rapidly learn new software and systems.
• Strong multi-tasking and organizational skills.

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