Underwriting Support Assistant

The Underwriting Support 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

Must Haves:

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

Plus:

• Banking or mortgage experience (processing or closers)
• Bachelors (finance or accounting major)