What are the responsibilities and job description for the Surety Underwriting Assistant position at Fortira Inc.?
Title of Job: Surety Underwriting Assistant
Location: Indianapolis, IN 46240
Workplace Type: Hybrid, 3 days a week (Mon - Wed)
Work Schedule: Mon to Fri
Job Type : 3 months contract
Rate : $27/hr on W2 (without benefits)
No of Openings : 1
Required: Proficiency in Outlook, SharePoint, Excel, and MS Teams.
Preferred: Adobe and MS PowerPoint would be a plus.
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, 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:
- 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.
- 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
Required Qualifications:
- High School Diploma or equivalent required.
- Minimum 1 year, preferably 3 years’ 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.
- Demonstrated expertise in the following areas at a highly experienced level:
- Self-motivation and the ability to work independently
- Excellent written and verbal communication skills
- Dependability and reliability in a fast-paced environment
- Exceptional Customer Service skills
- Advanced critical thinking and problem-solving skills
- Superior time management and prioritization abilities
- Technological proficiency (including Word, Excel, PowerPoint, and Outlook) and ability to rapidly learn new software and systems
- Strong multi-tasking and organizational skills
Salary : $27