Berkley Surety (a Berkley Company) · 5 days ago
Sr. Underwriting Assistant
Urbandale, IA
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expBerkley Surety is a highly professional, service-oriented surety underwriting management company, providing a full spectrum of bonds for various accounts. The Sr. Underwriting Assistant will provide technical, administrative, and underwriting support to field offices, ensuring compliance and accuracy in bond processing and management.
Property & Casualty InsuranceInsurance
No H1B
Responsibilities
Provides technical, administrative, and underwriting support to assigned field offices
Sets up and amends account submissions and bond related information within the BASIS system ensuring that all relevant information is accurate and compliant with company standards
Prepares bid and final bond (contract or commercial) requests within BASIS for review and approval from underwriters
Updates bid status information within BASIS when received by the field underwriter
Processes all final bonds ensuring that all data is input correctly; that premiums and commission are accurate with respect to the account and producing agent; and that all supporting documentation is placed within the virtual bond file within the BASIS system in accordance with Company guidelines
Proactively works on the pre-renewal and renewal processes and works collaboratively with field underwriters to ensure that all bond renewals processed or otherwise handled (closed or canceled) in a timely manner
Maintains a diary system and produces other company reports relating to performance bonds to assist field underwriters with the management of their surety portfolios
Sends out Bond Status Inquires, in accordance with Company standards or at the direction of field underwriters
Has a solid understanding of BSG Rating Manuals and can accurately use applicable rating worksheets to support accurate premium computation and proper coding of bond activity
Identifies and recommends process improvements that promote more effective business practices
Effectively researches, responds, and resolves agency billing issues and inquiries on a bond specific level or at an agency level
Orders credit reports and Dun and Bradstreet reports to support field underwriters
May handle the review and distribution of incoming mail
Performs other duties as assigned
Qualification
Required
High School Diploma
8+ 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. Word, Excel, E-mail, 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
Benefits
Health
Dental
Vision
Dental
Life
Disability
Wellness
Paid time off
401(k)
Profit-sharing plans
Company
Berkley Surety (a Berkley Company)
BERKLEY SURETY is a highly professional, service-oriented surety underwriting management company, providing a full spectrum of bonds for contract, environmental, and commercial surety accounts through multiple distribution channels in both the United States and Canada.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase