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 searching for an Underwriting Assistant for an opportunity with one of our premier clients in Indianapolis, IN.

Long term contract (3-month increments)

Hybrid schedule is in-office 3 days (Mon, Tues, Wed).

This role includes a considerable amount of clerical and administrative work; Data entry, forms completion, entering bonds into the internal system, typing up documents, electronic filing, and working with underwriters and other UA's.

• Looking for strong communication, multi-tasking, dependability.

Seeking a Surety Underwriting Assistant with outstanding customer service skills to provide administrative and underwriting support.

The position may involve significant phone communication with agents, clients, and underwriters nationwide, and may focus on assisting with the input of new bond transactions, endorsements, and management of supporting surety underwriting information, updating agency details, and performing general office administrative tasks as needed.

Duties include but are not limited to:

• 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.

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.
• Proven record of adapting positively to change, proactively seeking solutions and thriving in both individual and team environments.
• Commitment to producing highly accurate, error-free work and meeting critical business objectives.
• Demonstrated expertise in the following areas at a highly experienced level:
• Dependability and reliability in a fast-paced environment
• 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

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.