Surety Underwriting Support Assistant

Insight Global; Austin (TX); On-site; USD 25,000 - 30,000; Full time

Job summary

Insight Global is seeking an Underwriting Assistant in Austin, TX. The role supports Underwriters, prepares surety bond documents, applies payments, and delivers bond docs to principals, requiring strong organization and attention to detail.

Responsibilities include handling bond files, communications with agents, and maintaining compliance. The position pays $20/hr and emphasizes teamwork and accurate documentation in a busy environment.

Qualifications

• 6 months to 1 year of experience with Microsoft Office and data entry.
• Bachelor's degree in finance or accounting.
• Strong customer service and writing skills.

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 information.
• Assist with agency billing and accounting issues.
• Maintain and identify attachments to bond files.
• Cancel bonds and calculate return premiums.
• Answer phones and perform reception duties.

Skills

Microsoft Office

Data entry

Customer service

Technical writing

Math skills

Banking experience

Mortgage experience

Education

Bachelor's in Finance or Accounting

Tools

Excel

Outlook

Teams

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 information
• Assist with agency billing and accounting issues
• Maintain and identify attachments to bond files
• Cancel bonds and calculate return premiums
• Answer phones and perform reception duties

Pay rate $20/hr

Skills and Requirements

• 6m-1yr experience with:
• Microsoft office suite (excel, outlook, teams)
• Data entry and Customer service
• Write logical email (technical writing)
• Basic math skills
• Banking or mortgage experience (processing or closers)
• Bachelors (finance or accounting major)

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]. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.