Surety Underwriter en IAT Insurance Group
IAT Insurance Group · Walnut Creek, Estados Unidos De América · Hybrid
- Professional
- Oficina en Walnut Creek
- Financial and account analysis of pertinent financial data, authority, and referral requirements for consideration of new, existing and renewal business
- Requesting and gathering financial information on assigned accounts
- Bond renewal preparation and determination on whether bonds should be cancelled
- Market independently to our agent and broker partners with an emphasis on production
- Maintain Agency relationships and provide exceptional service and support. May have authority to underwrite low-value bonds and renewals
- Provide general direction to the Bond Underwriting Assistants for bond processing.
- Provide quality recommendations to Branch and Home Office Reports on assigned accounts and agents
- Rate and review bonds for premium and classification accuracy
- Ensure accuracy and completeness of files and verify that all necessary documentation is complete in the file
- Act as the primary service contact and visit agents assigned by the Regional Manager in order to foster and maintain an ongoing relationship
- Accurately communicate knowledge of assigned accounts to Branch and Home Office personnel via written and verbal means
- Prioritize workflow to ensure work is done in a timely fashion and all deadlines are met
- Perform other duties as needed
- Bachelor’s degree in Accounting, Finance, Mathematics, Business, or related with at least 2 years of surety underwriting experience
- Equivalent is defined as 6 years of relevant commercial surety experience
- We will consider internal IAT employees with the appropriate level of experience for this role
- Credit/financial analysis will be considered in lieu of surety underwriting experience
- Strong marketing skills and ability to obtain new business
- Strong competency in quantitative and financial analysis
- Requires strong math aptitude, excellent verbal and written communication, interpersonal and negotiating skills
- Must be customer service oriented and have the utmost integrity
- Must be a self-starter with the ability to operate independently
- To qualify, applicants must be authorized to work in the United States and must not require VISA sponsorship, now or in the future, for employment purposes
- AFSB industry designation
- 26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off
- 7% 401(k) Company Match and additional Profit Sharing
- Hybrid work environment
- Numerous training and development opportunities to assist you in furthering your career
- Healthcare and Wellness Programs
- Opportunity to earn performance-based bonuses
- College Loan Assistance Support Plan
- Educational Assistance Program
- Mentorship Program
- Dress for Your Day Policy
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