Jobs · Finance · Iowa

Underwriting Assistant

Berkley Surety (a Berkley Company) · Urbandale, IA · 3 mo ago
FinanceFull-time

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.

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