Surety Underwriting Assistant
Description :
The primary purpose of this position is to support Underwriters and communicate directly with agent partners and their customers.
This position requires strong organization skills, an attention to detail, and the ability to apply past knowledge to new similar situations.
Accurate and prompt preparation of surety bond documents to facilitate the Underwriter's decision-making process is essential.
This position also functions on a team responsible for receiving payments from principals, accurately applying payment, and facilitates the prompt delivery of bond documents directly to principals.
Provide direct support to Underwriters.
Communicate instructions and varying requirements for each type of commercial bond to agents.
Organize and document bond files and applications for submission to Underwriter for approval.
Accept payment information accurately and promptly.
Monitor proprietary system generated email and suspense for action required.
Monitor the issuance, renewal, maintenance and invoicing of bonds that are Direct Billed.
Communicate follow up procedures during bonding process and track compliance.
Monitor and assist to resolve agency billing and accounting issues.
Maintain documents and clearly identify attachments to system bond files.
Cancel bonds as requested by agents and calculate pro rata return premium.
Requirements :
2
year's experience or other financial related environment with an emphasis on strong customer service or corporate support experience with an emphasis in supporting transactional workflow.
Bachelor's degree preferred, but not required.
High level of proficiency with Microsoft Office - Word, Excel, Outlook; Internet Explorer.
Ability to interact positively, succinctly and professionally with all levels of internal and external clients and be comfortable building a rapport with differing personalities.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral or schedule form.
Ability to meet deadlines.
Recommended Skills Attention To Detail Billing Calculations Coordinating Customer Service Decision Making Estimated Salary: $20 to $28 per hour based on qualifications.
The primary purpose of this position is to support Underwriters and communicate directly with agent partners and their customers.
This position requires strong organization skills, an attention to detail, and the ability to apply past knowledge to new similar situations.
Accurate and prompt preparation of surety bond documents to facilitate the Underwriter's decision-making process is essential.
This position also functions on a team responsible for receiving payments from principals, accurately applying payment, and facilitates the prompt delivery of bond documents directly to principals.
Provide direct support to Underwriters.
Communicate instructions and varying requirements for each type of commercial bond to agents.
Organize and document bond files and applications for submission to Underwriter for approval.
Accept payment information accurately and promptly.
Monitor proprietary system generated email and suspense for action required.
Monitor the issuance, renewal, maintenance and invoicing of bonds that are Direct Billed.
Communicate follow up procedures during bonding process and track compliance.
Monitor and assist to resolve agency billing and accounting issues.
Maintain documents and clearly identify attachments to system bond files.
Cancel bonds as requested by agents and calculate pro rata return premium.
Requirements :
2
year's experience or other financial related environment with an emphasis on strong customer service or corporate support experience with an emphasis in supporting transactional workflow.
Bachelor's degree preferred, but not required.
High level of proficiency with Microsoft Office - Word, Excel, Outlook; Internet Explorer.
Ability to interact positively, succinctly and professionally with all levels of internal and external clients and be comfortable building a rapport with differing personalities.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral or schedule form.
Ability to meet deadlines.
Recommended Skills Attention To Detail Billing Calculations Coordinating Customer Service Decision Making Estimated Salary: $20 to $28 per hour based on qualifications.
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