Underwriting Assistant

Berkley Surety (a Berkley Company); Urbandale (IA); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Wellness program

Paid time off

401(k)

Profit sharing

Job summary

Berkley Surety is seeking a detail-oriented Surety Underwriting Assistant to provide technical, administrative, and underwriting support to our field offices. You will develop a foundation in contract and commercial surety while assisting underwriters with new and existing business, bond processing, portfolio management, and agency inquiries.

The role involves preparing bid requests, maintaining bond records in the BASIS system, and collaborating with agents and internal stakeholders to ensure

Qualifications

• 2 years of experience in operational support or customer service.

Responsibilities

• Provide technical, administrative, and underwriting support to field offices.
• Prepare bid and final bond requests for underwriting review and approval.
• Update bond status information and maintain accurate records in the BASIS system.
• Process final bonds validating data, premium calculations, and commissions.
• Support bond portfolio management including pre-renewal and renewal activities.

Tools

BASIS system

Imaging

MS Office

Underwriting tools

Job description

Company Details

Berkley Surety is a highly professional, service-oriented surety underwriting management company, providing a full spectrum of bonds for contract, environmental, and commercial surety accounts through multiple distribution channels in both the United States and Canada. We write on behalf of W. R. Berkley Corporation member company Berkley Insurance Company, which has an A.M. Best rating of A+ (Superior). We pride ourselves on building strong relationships with our agents. We highly value the insight and expertise our agency partners bring to the table which helps us provide timely and predictable surety solutions.

Company Details

Berkley Surety is a highly professional, service-oriented surety underwriting management company, providing a full spectrum of bonds for contract, environmental, and commercial surety accounts through multiple distribution channels in both the United States and Canada. We write on behalf of W. R. Berkley Corporation member company Berkley Insurance Company, which has an A.M. Best rating of A+ (Superior). We pride ourselves on building strong relationships with our agents. We highly value the insight and expertise our agency partners bring to the table which helps us provide timely and predictable surety solutions.

Company URL: www.berkleysurety.com

Responsibilities

• Are you detail-oriented, organized, and interested in building a career in the insurance and surety industry? We are seeking a Surety Underwriting Assistant to provide technical, administrative, and underwriting support to our field offices. In this role, you will develop a strong foundation in both contract and commercial surety while supporting underwriters with new and existing business, bond processing, portfolio management, and agency inquiries.
• Establish and amend account submissions and bond-related information in the BASIS system, ensuring all records are accurate, complete, and compliant with company standards.
• Prepare bid and final bond requests (contract and commercial) for underwriting review and approval.
• Update bid status information and maintain accurate bond activity records within the system.
• Process final bonds by verifying data accuracy, premium calculations, commissions, and supporting documentation in accordance with company guidelines.
• Support bond portfolio management activities, including pre-renewal and renewal processes, ensuring timely processing, closure, or cancellation of bonds.
• Develop and apply knowledge of BSG Rating Manuals and rating worksheets to accurately calculate premiums and code bond activity.
• Order and manage credit reports, including Experian reports, to support underwriting decisions.
• Respond to inquiries from agents, brokers, and internal stakeholders regarding bond-related matters.
• Assist with mail distribution and billing-related inquiries as needed.
• Perform additional administrative and operational duties in support of the underwriting team.

Qualifications

• 2 years of experience serving in an operational support or customer service role
• Effective oral and written communication skills with the ability to write clear and effective business correspondence to both internal and external customers.
• Ability to use the automation tools provided by BSG (i.e. Microsoft Office Suite, Imaging, U/W System, etc.).
• Self-starter with the ability to organize and effectively handle assigned work load with supervision.
• Ability to be collaborative and effectively work in a “team” setting.

Additional Company Details

The Company is an equal employment opportunity employer.

We do not accept unsolicited resumes from third party recruiting agencies or firms.

The company offers a competitive compensation plan and robust benefits package for full time regular employees including:

Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans

The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, the training, the credentials and experience of the candidate; and other conditions of employment.

Additional Requirements

• The above job description is not intended to be an “all-inclusive” list of the duties and responsibilities of the job described, nor is it intended to be such a listing of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job.

Sponsorship Details

Sponsorship not Offered for this Role