Administrative Skills, Adobe Product Family, Banking Services, Billing, Bond Market, Business Operations, Communication Skills, Customer Satisfaction, Customer Support/Service, Data Entry, Database Technology, Establish Priorities, High School Diploma, Information Technology & Information Systems, Internet Portal, Interviewing Skills, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Word, Onboarding, Organizational Skills, Policy Development, Presentation/Verbal Skills, Privacy Controls, Problem Solving Skills, Procedure Development, Process Improvement, Professional Services, Surety Bonds, Territory Management, Time Management, Underwriting, Writing Skills
Position: US - Staffing - Surety Underwriting Assistant
Location: Indianapolis, Indiana
Duration: Contract
Job ID: LMJP00009710
Job Overview:
We are seeking a Surety Underwriting Assistant with exceptional customer service skills to provide administrative and underwriting support in our National Bond Center. This role involves significant phone communication with agents, clients, and underwriters nationwide. Responsibilities include assisting with the input of new bond transactions, endorsements, managing supporting surety underwriting information, updating agency details, and performing general office administrative tasks. The position requires proficiency in Outlook, SharePoint, Excel, and MS Teams, with Adobe and MS PowerPoint as a plus.
Responsibilities:
- Provide support to agents regarding the online Surety Agency portal and process Surety business through bond and data entry.
- Service and respond to internal and external customers, assisting with inquiries and ensuring customer satisfaction.
- Prepare and execute new bonds, riders, and process renewals, cancellations, endorsements, and reinstatements.
- Communicate with Home Office, field underwriters, Territory Managers, attorneys, and Surety IT personnel.
- Apply independent judgment to complete complex assignments within defined policies and procedures.
- Retrieve and verify information using various systems, including billing/workflow and database systems.
- Assist with billing, premium, and commission discrepancies as needed.
- Participate in process improvement activities and share ideas to enhance business operations.
- Provide administrative support and handle other projects as assigned.
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 ability to adapt positively to change, seek proactive solutions, and thrive in both individual and team environments.
- Commitment to producing highly accurate, error-free work and meeting critical business objectives.
- Demonstrated expertise in self-motivation, independent work, and excellent written and verbal communication skills.
- Dependability and reliability in a fast-paced environment.
- Exceptional customer service skills and advanced critical thinking and problem-solving abilities.
- Superior time management, prioritization, and organizational skills.
- Technological proficiency in Word, Excel, PowerPoint, and Outlook, with the ability to rapidly learn new software and systems.
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- $27
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
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