What are the responsibilities and job description for the Underwriting Assistant position at PTR Global?
Job Title : Underwriting Assistant
Location : 350 E 96th St, Indianapolis, IN 46240 (Hybrid- 3 days onsite)
Duration : 09 months w / possibility of extension
Job Description :
Seeking a Surety Underwriting Assistant with outstanding customer service skills to provide administrative and underwriting support in client’s National Bond Center.
The position may involve significant phone communication with agents, clients, and underwriters nationwide, and may focus on assisting with the input of new bond transactions, endorsements, and management of supporting surety underwriting information, updating agency details, and performing general office administrative tasks as needed.
This role includes a considerable amount of 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.
Duties include but are not limited to :
May focus on providing support to Agents regarding our online Surety Agency portal, and / or process Surety business through bond and data entry supporting national organization. Services and responds to internal and external customers, assisting customers with inquiries and questions with follow-up to ensure customer satisfaction.
May prepare and execute new bonds, riders, enter rates and codes new business, renewals, cancellations, endorsements, and reinstatements.
Communicate with Home Office and field underwriters and staff, as well as internal and external customers, Territory Managers, attorneys, and Surety IT personnel.
Apply considerable independent judgment to complete complex or specialized assignments / tasks, working within defined policies and procedures to optimize planned 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 systems.
Assist with billing, premium and commission discrepancies upon request.
Participate in process improvement activities by regularly sharing ideas and seeking new ways to improve the way we do business.
Provide Administrative Support.
Other projects as assigned
Prior Experience :
High School Diploma or equivalent required.
Minimum 1 year, prefer 3 plus years related experience supporting complex transactions. Surety exp ideal or prior experience working in a UA role within the P&C industry or similar.
Learns quickly with a positive attitude toward change; works well on a team.
Demonstrates strong multi-tasking ability and critical thinking skills.
Exceptional communication and service skills.
Demonstrates an open attitude when facing new problems, processes, or procedures. Takes advantage of diverse sources by proactively seeking information to solve problems.
Able to work effectively in a diverse team environment, as well as independently.
Demonstrates strong time management / prioritization skills and the ability to prioritize own workflow and complete assignments in a high-volume work environment producing accurate, error-free work to accomplish the most important individual and business objectives.
Strong PC skills, specifically Word, Excel, PowerPoint, and Outlook.
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