Apply on Employer Site

The Jacobson Group · 21 hours ago

Surety Underwriting Technical Assistant

Parsippany, NJ

Contract

Hybrid

Entry Level

$35/hr - $40/hr

2+ years exp

The Jacobson Group is a well-established company engaged primarily in property and casualty insurance. They are seeking a Surety Underwriting Technical Assistant to provide technical and operational support to Commercial Surety Underwriters by executing underwriting-related processes and maintaining data integrity across systems.

AssociationFinancial ServicesInformation Technology

Hiring Manager

Rebecca Sami

Responsibilities

Review and validate financial statements, bond applications, questionnaires, and underwriting documentation

Enter, update, and audit account, bond, and agency data across underwriting and document management systems

Support renewal, mid-term, and transactional bond processing within defined authority levels

Monitor queues and workflows to ensure timely completion of underwriting tasks

Generate reports related to risk evaluations, portfolio status, and underwriting activity

Coordinate with agents, service centers, accounting, and claims teams to resolve data or processing issues

Maintain compliance with underwriting guidelines, authority limits, and documentation standards

Perform additional operational and system-related tasks as assigned

Qualification

Surety Bond UnderwritingFinancial document familiarityMicrosoft Programs proficiencyCustomer account managementBusinessFinance educationMulti-tasking abilityEffective communicationOrganizational abilities