Bond Underwriting Assistant

Summary

Summary: Primary customer liaison in the bond underwriting department. Assists and relieves underwriters of administrative and clerical work.

• Prepare endorsements by running a new credit report for every request for increase.
• Perform clerical duties, e.g. sort and distribute mail to appropriate underwriter via imaging and hardcopy, if appropriate, and filing of Bond Material in office filing system.
• Process checks – approve and send to accounting to apply.
• Process Agency business (Excel spreadsheet) and payments.
• Process credit card payments for clients over the phone.
• Process new applications from online site, email, fax, and US Mail.
• Enter applications into ISI System.
• Run credit reports.
• Follow-up with customers regarding missing information on applications and/or missing documents to process applications.
• Answer customer questions regarding the process for obtaining bonds; provide quotes to customers, provide applications via telephone and email.
• Run monthly, weekly and daily reports.
• Generate renewal notices, past dues, receipts, restriction and joint control notices.
• Follow-up tasks for annual accounting notices.
• Review Annual Accountings to compare the estate assets to the bond amount and review for suspicious transactions.
• Notarize bonds and mail or email to the customer.
• Process Collections List – open each bond and update status (open/closed); send collection letters and prepare file to send to collection agency.
• Call probate court to obtain status of estate/bond when online records are not available.
• Process non-renewal list for cancellations.
• Review collateral list to ensure all collateral is received and entered into ISI.
• Manage Surety company office supply inventory.
• Any other duties as assigned.

• Problem Solving
• Technical Skills - assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills
• Customer Service - manages difficult or emotional customer situations; responds promptly to customer needs; responds to requests for service and assistance.
• Interpersonal - focuses on solving conflict, not blaming; remains open to others' ideas and new ways of approaching work.
• Oral & Written Communication – speaks and writes clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.
• Teamwork - balances team and individual responsibilities
• Quality Management - looks for ways to improve and promote quality; demonstrates accuracy and thoroughness.
• Diversity - shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes a harassment-free environment.
• Ethics - treats people with respect; keeps commitments; inspires the trust of others; works with integrity; upholds organizational values.
• Adaptability - adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change.
• Attendance/Punctuality - arrives to work, meetings and appointments on time.
• Dependability - follows instructions, responds to management direction; keeps commitments; commits to long hours of work when necessary to reach goals.
• Initiative - volunteers readily; undertakes self-development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
• Innovation - displays original thinking and creativity; meets challenges with resourcefulness; generates suggestions for improving work.
• Judgment - displays willingness to make decisions; exhibits sound and accurate judgment; includes appropriate people in decision-making process.
• Motivation - sets and achieves challenging goals; demonstrates persistence and overcomes obstacles; measures self against standard of excellence.
• Professionalism - approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary: $23.00 per hour