Job Description

Insight Global is seeking an Underwriting Assistant to work for one of our largest insurance companies in the Houston area. The Underwriting Assistant supports Underwriters and communicates with agents and their customers. This role requires strong organizational skills, attention to detail, and the ability to apply past knowledge to new situations. Key duties include preparing surety bond documents accurately and promptly, receiving and applying payments, and delivering bond documents to principals. This role is onsite Monday-Friday, 8:30 AM to 5 PM.

Job Responsibilities

• Support Underwriters directly
• Prioritize calls and emails for commercial surety bonds
• Communicate bond requirements to agents
• Organize and document bond files for approval
• Accurately accept and apply payments
• Monitor system emails and actions required
• Oversee issuance, renewal, maintenance, and invoicing of Direct Billed bonds
• Process and edit system forms and letters
• Track compliance and follow-up procedures
• Update principal or agency information
• Assist with agency billing and accounting issues
• Maintain and identify attachments to bond files
• Cancel bonds and calculate return premiums
• Answer phones and perform reception duties

Must Haves:

• Microsoft office suite experience ( excel , outlook, teams)
• Data entry and Customer service
• Experience writing professional emails.
• Basic math skills

Job Tags

Similar Jobs