Surety Underwriting Assistant

Location

Indianapolis, IN (3 Days Onsite – Hybrid)

3+ Months (with possible extension)

$27/hr. on W2

• Seeking a Surety Underwriting Assistant with outstanding customer service skills to provide administrative and underwriting support in client’s National Bond Center.
• Position may involve significant phone communication with agents, clients, and underwriters nationwide; focuses on assisting with new bond transactions, endorsements, and management of supporting surety underwriting information, updating agency details, and performing general office administrative tasks as needed.
• Role includes clerical and administrative work: data entry, forms completion, entering bonds into the internal system, typing up documents, electronic filing, and working with underwriters and other UA's.
• Looking for strong communication, multi-tasking, dependability.

• Provide support to agents regarding client’s online Surety Agency portal, and process Surety business through bond and data entry supporting national organization.
• Respond to internal and external customers, assisting customers with inquiries and questions with follow-up to ensure customer satisfaction.
• Prepare and execute new bonds, riders, enter rates and codes for new business, renewals, cancellations, endorsements, and reinstatements.
• Communicate with Home Office and field underwriters and staff, internal and external customers, Territory Managers, attorneys, and Surety IT personnel.
• Apply independent judgment to complete complex or specialized assignments/tasks, working within defined policies and procedures to optimize business results.
• Provide excellent service to internal and external customers and assist agents and clients with inquiries and questions.
• Retrieve information using various systems, including billing/workflow and database systems; prepare and verify documents for accuracy prior to entering into system.
• Assist with billing, premium and commission discrepancies upon request.
• Participate in process improvement activities by sharing ideas and seeking new ways to improve the way the client does business.
• Provide administrative support and other projects as assigned.

• High School Diploma or equivalent.
• Minimum 1 year, preferably 3+ years’ experience supporting complex transactions, ideally in a Surety UA role or within the P&C industry.
• Proven record of adapting positively to change, proactively seeking solutions, and thriving in both individual and team environments.
• Commitment to producing highly accurate, error‑free work and meeting critical business objectives.

• Advanced proficiency in Outlook, SharePoint, Excel, and MS Teams.
• Adobe and MS PowerPoint proficiency.

• Self‑motivation and the ability to work independently.
• Excellent written and verbal communication.
• Dependability and reliability in a fast‑paced environment.
• Exceptional customer service.
• Advanced critical thinking and problem‑solving.
• Superior time management and prioritization abilities.
• Technological proficiency (including Word, Excel, PowerPoint, Outlook) and ability to quickly learn new software and systems.
• Strong multitasking and organizational skills.