Underwriting Assistant

Core Specialty Insurance Services•Indianapolis, IN

About The Position

A Bond Processing Specialist/Underwriting Assistant is part of the bail agent support team, helping process bail bond and agent transactions accurately and on time, maintain agent inventories, and preserve the integrity of related system records. The role coordinates daily workflow, maintains reports and documentation, responds to routine agent inquiries, and provides backup support for selected accounting and administrative activities. The position involves maintaining agent and bond records across accounting and bond-processing systems; recording and reconciling agent payments; maintaining replenishment information; preparing operational reports; and following up on unreported forfeitures, discharges, and inventory audit matters. The assistant maintains files and correspondence and provides backup coverage for other team members. The role requires working knowledge of, or the ability to learn, process flows and data-entry systems. It also requires accuracy, problem-solving, organization, communication skills, the ability to manage deadlines and multiple tasks, and the ability to work independently and collaboratively. Applicants must be authorized to work for any U.S. employer; the company cannot sponsor or assume work authorization sponsorship now or in the future.

Requirements

Ability to learn process flows and data-entry systems.
Ability to use Microsoft Office tools, including Excel, Word, Outlook, Teams, and OneNote.
Strong problem-solving abilities and attention to detail and accuracy when entering, reviewing, posting, and reconciling transaction and inventory data.
Effective written and verbal communication skills for responding to agents and coordinating with company personnel.
Ability to manage recurring deadlines, organize workflow, handle routine troubleshooting, and operate a 10-key adding machine and multi-line telephone system.
Strong written and verbal communication skills.
Proven analytical, decision-making, and problem-solving skills.
Ability to function in a highly collaborative environment and work both independently and as part of a team.
Detail-oriented and organized, with the ability to handle multiple projects and tasks in a rapidly changing environment.
Ability to learn company systems and procedures and provide reliable backup support across related administrative functions.
Authorization to work for any employer in the United States; sponsorship or assistance with immigration-related employment benefits is unavailable now or in the future.

Nice To Haves

Experience with data processing, transaction entry, record maintenance, inventory tracking, or related accounting or administrative work.
Experience using accounting, reporting, or bond-processing software.
Experience or ability to learn tools such as Crystal Reports, ImageRight, Adobe, and related applications.

Responsibilities

Coordinate and monitor daily processing workflow, incoming agent materials, execution reports, and production reporting.
Maintain accurate agent and bond records across accounting and bond-processing systems, including agent setup, transaction entry, review, posting, and corrections for voided, rewritten, or adjusted bonds.
Record and reconcile agent payment activity.
Enter and maintain replenishment information for applicable bond systems and books, and assist agents with routine system or bail-processing questions.
Prepare, review, and maintain execution, open-power, open-liability, and other operational reports.
Identify and follow up on unreported forfeitures, discharges, and inventory audit matters.
Maintain required files and correspondence.
Provide backup coverage for remaining team members.
Perform other duties as assigned.