Job Description

Job Title: Underwriting Assistant

Position Overview:
The Underwriting Assistant plays a key role in supporting the underwriting team by maintaining accurate, up-to-date underwriting files and preparing various surety documents and reports. This position requires frequent interaction with internal departments, clients, and agency partners. The ideal candidate will have excellent communication skills, a strong attention to detail, and a commitment to delivering outstanding customer service.

Key Responsibilities:

• Provide direct administrative and operational support to Underwriters.

• Issue and invoice surety bonds accurately and efficiently.

• Organize, scan, and maintain underwriting files, ensuring all documentation is properly labeled and stored in a timely manner.

• Manage and prioritize incoming correspondence, including emails, mail, overnight deliveries, and hand-delivered materials.

• Prepare and process outgoing forms, letters, indemnity agreements, and miscellaneous documentation as directed.

• Monitor suspense calendars and assist in tracking follow-up activities.

• Establish and maintain positive client relationships, including assisting agency partners with inquiries and system usage.

• Follow verbal and written procedures consistently and accurately.

• Set up new submissions, bond files, and credit files in the system.

• Close out files upon completion, including calculating and billing any additional or return premiums.

• Provide back-up support for reception and phone coverage as needed.

• Assist with special projects and other administrative tasks assigned by the supervisor.

Qualifications:

• Minimum of 2 years of experience in banking, accounting, or another financial services environment, with a focus on customer service or transactional support.

• Bachelor’s degree preferred, but not required.

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and comfortable with internet navigation.

• Strong interpersonal and communication skills—ability to interact professionally with colleagues, clients, and agency personnel at all levels.

• Proven ability to manage a high-volume workload while maintaining accuracy and meeting deadlines.

• Strong organizational and time management skills with a keen attention to detail.

• Ability to work independently as well as collaboratively in a team-oriented environment.

• Strong problem-solving skills and the ability to adapt to situations with limited standard procedures.

• Commitment to providing exceptional service with a positive, solution-focused attitude.