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Surety Underwriting Assistant
Surety Underwriting AssistantPinnacle Group • Indianapolis, IN, United States
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Surety Underwriting Assistant

Surety Underwriting Assistant

Pinnacle Group • Indianapolis, IN, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Title : Underwriting Assistant

Location : Indianapolis, Indiana 46240

Duration : 04+ Months

Job ID - LMJP00009545

Job Description : Position Summary :

  • Seeking a Surety Underwriting Assistant with outstanding customer service skills to provide administrative and underwriting support in our 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, form 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, and dependability.

Key Responsibilities :

  • Focus on providing support to Agents regarding our online Surety Agency portal, and / or process Surety business through bond and data entry, supporting a national organization. Services and responds 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 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

    • Must Have Qualifications :

  • High School Diploma or equivalent required.
  • Minimum 1 year, preferably 3+ years of 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.

    • About PTR Global : PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit www.ptrglobal.com

    At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to :

  • Pay any fee to be considered for, submitted to, or selected for any opportunity.
  • Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
  • Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.

    • Pay Range : $25 -$28

    The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.

    If you receive a suspicious message, email, or phone call claiming to be from PTR Global, do not respond or click on any links. Instead, contact us directly at +1 214-740-2424. To report any concerns, please email us at legal@pinnacle1.com

    #LI-SM4

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    Underwriting Assistant • Indianapolis, IN, United States

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