Summary
This position will provide underwriting and administrative support to the South Central Commercial Surety Team.
Principal Duties and Responsibilities
- Prepare GIA’s in Docusign, or manually when necessary.
- Pull credit in the Experian and Lexis/Nexis systems for individuals and businesses.
- Save documents to the electronic underwriting files and ensure they are up to date (eSurety/IR).
- Prepare financial statements either from emails, share drive or Image Right for ingestion into SkyVue.
- Ingest financials and WIP/CC’s for analysis in SkyVue.
- Engage directly with our agent bond CSR’s for bid/final bond info, and assist underwriters when they’re traveling, to keep our service level high.
- Interact with our Billings team and Producer Services for internal issues/discrepancies on premium billing, AP/RPs and changing agent contracts.
- Send supply and job references as requested
- Obtain and submit information as needed for agency appointments to Producer Services
- Update bid logs and bid results
- Assist underwriters with information gathering through secretary of state and other on-line services.
- Participating on special projects and key initiative teams
- Account & file maintenance as required (annual, biannual, quarterly, etc.)
Qualifications
- 2+ years’ Surety experience required
- Ability to work primarily in Central time zone hours
Knowledge, Skills, and Abilities
- Oral and written communication skills
- Organizational and planning skills
- Analytical and detail oriented
- Ability to interact with a wide variety of people daily, in person, via telephone and email.
- Accuracy, thoroughness, and attention to detail are essential
- Proficiency and experience using Microsoft Office Package (Excel, PowerPoint, Word)
- Ability to independently multi-task and respond to changing business priorities
- Strong interpersonal skills and ability to work independently in a collaborative environment.
- Outgoing, driven, high attention to detail and results focused mentality
- Learns quickly and demonstrates an open attitude when facing new problems, processes, or procedures, and takes advantage of diverse sources of information to solve problems
- Able to work effectively in a diverse team environment as well as independently
- Able to complete tasks and assignments in a high-volume work environment
Compensation & Benefits
The applicable base salary for this opportunity is $65,000 - $80,000. The base pay offered will be determined by factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. In addition to the base salary, this opportunity may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition and professional certification assistance, 401k savings, elective participation in the Employee Stock Purchase Program, paid time off, paid holidays, and child bonding leave, as well as other employee assistance.
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