Surety Underwriting Support Assistant

Underwriting Assistant

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.

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

Pay rate $20/hr