Surety Underwriting Associate

Essential Duties & Responsibilities

• Performs a combination of duties in accordance with departmental guidelines.
• Within designated authority and following established procedures, performs routine selection, evaluation, and rating of the least complex risks.
• Corresponds with our licensed agents on the decision.
• Identifies class codes and descriptions, correctly calculates premiums, penalties, rates, and other using the rate manual and control file.
• Selects correct classification of product/risk on bond submissions from the 8,000 surety products.
• Selects the correct bond form from the library of 7,500 forms based upon the 50,000 obligees.
• Identifies exception processing by obligee and agency/program preferences and applies rules accordingly.
• Completes data entry and file preparation of new business or notary business utilizing the BPST/HOD application, or performs the completion of bond, policy, and related forms using a typewriter or data base application; or operate a PC to compile business correspondence.
• Effectively navigates from multiple system applications to process business correspondence.
• Understands and be proficient in the use of the system applications including (ImageRight Workflow, Email Form Letters, and Outlook); and PC software including (Surety Forms Generator, IVANS, Book Manager, Risk Scoring, and Credit Report).
• Cross trains in a variety of business types including cancellations, adjustments, renewals, notary, typing, word processing, and direct bill.
• Exhibits a thorough knowledge of business correspondence and the proper workflow path of each item. (Transaction types, new biz, adjustment, renewal)
• Communicates frequently in a professional manner with agents via telephone, fax or written correspondence as required.
• Participates in key account business relationships through processing, telephone contact with multiple internal and external groups such as clients, obligee contact, and underwriting contacts.
• Provides assistance and/or training to other Underwriting Associates as needed.
• May perform additional duties and project work as assigned.

Skills, Knowledge & Abilities

• Good verbal and written communication skills.
• Good organizational and follow-up skills.
• Good listening skills and customer service skills.
• Ability to resolve issues and problems.
• Ability to work independently and effectively in a high-volume environment.
• Knowledge of Microsoft Office Suite and other business-related software.
• Ability to handle multiple tasks and prioritize work.

Education & Experience

• Typically, a High school diploma or equivalent.
• One to two years of related experience preferred.

Benefits

CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide.