Underwriting Assistant
Responsibilities
- Establish and amend account submissions and bond-related information in the BASIS system, ensuring all records are accurate, complete, and compliant with company standards.
- Prepare bid and final bond requests (contract and commercial) for underwriting review and approval.
- Update bid status information and maintain accurate bond activity records within the system.
- Process final bonds by verifying data accuracy, premium calculations, commissions, and supporting documentation in accordance with company guidelines.
- Support bond portfolio management activities, including pre-renewal and renewal processes, ensuring timely processing, closure, or cancellation of bonds.
- Develop and apply knowledge of BSG Rating Manuals and rating worksheets to accurately calculate premiums and code bond activity.
- Order and manage credit reports, including Experian reports, to support underwriting decisions.
- Respond to inquiries from agents, brokers, and internal stakeholders regarding bond-related matters.
- Afford additional administrative and operational duties in support of the underwriting team.
Qualifications
- 2 years of experience serving in an operational support or customer service role.
- Effective oral and written communication skills with the ability to write clear and effective business correspondence to both internal and external customers.
- Ability to use the automation tools provided by BSG (i.e. Microsoft Office Suite, Imaging, U/W System, etc.).
- Self-starter with the ability to organize and effectively handle assigned work load with supervision.
- Ability to be collaborative and effectively work in a “team” setting.
Additional Company Details
The Company is an equal employment opportunity employer. We do not accept unsolicited resumes from third party recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees including: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Additional Requirements: The above job description is not intended to be an “all-inclusive” list of the duties and responsibilities of the job described, nor is it intended to be such a listing of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job.