Surety Underwriting Assistant

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

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 View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience

6m-1yr experience with:
Microsoft office suite (excel, outlook, teams)
Data entry and Customer service
Write logical email (technical writing)
Basic math skills


Nice to Have Skills & Experience

Banking or mortgage experience (processing or clo )
Bachelors (finance or accounting major)


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.