Senior Commercial Surety Underwriter
Anaheim, California, United States; Bellevue, Washington, United States
- 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.
- Maintain Agency relationships and provide exceptional service and support. May have authority to underwrite low value bonds and renewals.
- Provide general direction to the Account Managers 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 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.
- Other job-related duties as required
- Bachelors’ degree in Risk Management, Finance, Mathematics, Business or related with at least 4 years-experience in Commercial Surety Underwriting or equivalent.
- Equivalent is defined as 8 years of relevant Surety underwriting experience.
- Must possess the ability to appropriately apply loss development and advanced loss analysis concepts to achieve optimal pricing of a risk.
- Requires strong math aptitude, excellent verbal and written communication, interpersonal and negotiating skills.
- Must be customer service oriented and have the utmost integrity.
- 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.
- 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
Job Profile
Hybrid schedule Must be authorized to work in the U.S. No Visa Sponsorship
Benefits/Perks12 company holidays 26 PTO days 7% 401k match Comprehensive benefits Educational Assistance Healthcare programs Hybrid schedule Hybrid work Hybrid Work Environment Mentorship Performance-based bonuses Profit Sharing Supportive culture Training Training and development opportunities Training opportunities
Tasks- Bond renewal preparation
- Communicating with personnel
- Financial analysis
- Gathering financial information
- Maintain agency relationships
- Maintaining agency relationships
- Prioritize workflow
- Prioritizing workflow
- Providing recommendations
- Underwriting bonds
Advanced loss analysis Business Commercial surety underwriting Communication Customer service Finance Insurance Loss development Mathematics Negotiation Risk Management Surety underwriting Underwriting
Experience4 years
Education TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9