Assistant Underwriter - Credit & Surety

Location: Plano, TX, US Location: Dallas/Plano TEXAS Are you detail-oriented, financially savvy, and ready to launch or grow your career in the dynamic world of surety underwriting? Swiss Re Corporate Solutions is looking for a motivated and curious Underwriting Assistant to join our Credit & Surety team. This is your opportunity to work alongside experienced underwriters, sharpen your analytical skills, and make a real impact in a global, innovative insurance environment. About the Role As an Underwriting Assistant in our Credit & Surety team, you will play a vital role in supporting the underwriting process for contract surety accounts. You'll be at the heart of the action - analyzing financial data, managing account documentation, and helping ensure our underwriters have everything they need to make smart, informed decisions. This role offers a fantastic opportunity to develop deep expertise in surety underwriting within a collaborative and high-performing team. Key Responsibilities Account Management: Update CUA/Imaging systems with current underwriting information for both new and existing accounts, always ensuring accuracy and completeness Financial Data Entry & Analysis: Enter financial information into CUA, including preliminary analysis, and evaluate new and existing accounts to identify potential red flags or positive attributes Credit Reporting: Pull personal and corporate credit reports as needed to support underwriting decisions and assess creditworthiness of companies and their owners Account Setup: Establish new accounts in CUA, ensuring all pertinent documentation is captured and maintained in accordance with the SRCS Surety Group Procedure Manual Documentation & Compliance: Prepare and review General Indemnity Agreements (GIAs) and/or subordination agreements upon request, and maintain current credit information files in line with established procedures Bid Log Management: Prepare and maintain bid logs, recording results as received and updating records for approved bids and bid outcomes Consent of Surety: Review and approve consent of surety for agents on final bonds where there are no outstanding claims, all subcontractors and suppliers have been paid, and no lingering issues remain Agency Relations: Support agency appointment documentation and follow-up, address miscellaneous agent questions and concerns, and assist with year-end review and conditional bid approval requirements Special Projects: Participate in special projects and provide custom reports as delegated by the Regional/Branch Manager About the Team Our Credit & Surety team operates across North America, offering innovative surety solutions to large and midsized multinational corporations. We are a collaborative, knowledgeable, and driven group, committed to delivering industry-leading underwriting and claims service to our clients. With approximately 50 locations worldwide, we bring global expertise and local insight to everything we do. About You You are a proactive, organized, and communicative professional who thrives in a fast-paced environment. You bring a positive attitude and a genuine desire to deliver best-in-class service to both internal and external stakeholders. You are comfortable working with numbers and data, and you take pride in the accuracy and quality of your work. Whether you're a recent graduate with a financial background or an experienced professional looking for a new challenge, you bring curiosity, initiative, and a collaborative spirit to everything you do. We are looking for candidates who meet these requirements: Financial or Accounting Background: Demonstrated experience or education in finance, accounting, or a related field, with the ability to interpret and evaluate financial statements Quantitative & Financial Analysis: Proficiency in analyzing financial data, identifying trends, and drawing meaningful conclusions to support underwriting decisions Microsoft Office Proficiency: Strong working knowledge of Microsoft Office Suite (Excel, Word, Outlook), with the ability to produce accurate reports and correspondence efficiently These are additional nice to haves: Prior experience in the insurance, surety, or financial services industry Familiarity with underwriting systems or document management platforms such as CUA/Imaging Experience reviewing or preparing legal or financial agreements such as GIAs or subordination agreements Strong organizational and time management skills, with the ability to manage multiple priorities simultaneously Excellent written and verbal communication skills, with a customer-focused mindset A proactive problem-solving approach and the ability to work independently as well as collaboratively within a team The estimated base salary range for this position in Dallas, TX is $68,000 to $102,000. The specific salary offered for this, or any given role will take into account a number of factors including but not limited to job location, scope of role, qualifications, complexity/specialization/scarcity of talent, experience, education, and employer budget. At Swiss Re, we take a "total compensation approach" when making compensation decisions. This means that we consider all components of compensation in their totality (such as base pay, short-and long-term incentives, and benefits offered), in setting individual compensation. Our company has a hybrid work model where the expectation is that you will be in the office at least three days per week. About Swiss Re Swiss Re is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 15,000 employees across the world. Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability. If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience. Swiss Re is an equal opportunity employer. It is our practice to recruit, hire and promote without regard to race, religion, color, national origin, sex, disability, age, pregnancy, sexual orientations, marital status, military status, or any other characteristic protected by law. Decisions on employment are solely based on an individual's qualifications for the position being filled. During the recruitment process, reasonable accommodations for disabilities are available upon request. If contacted for an interview, please inform the Recruiter/HR Professional of the accommodation needed. We may use AI-powered tools to support the review and evaluation of applications for this position. These tools provide additional insights to our recruitment teams, but all hiring decisions are carefully reviewed and made by people. To learn more about how we use AI in recruitment and how we handle your personal data, please review our Data Privacy Statement before applying. Keywords: Reference Code: 139054 Make an impact #J-18808-Ljbffr NACBA