Underwriting Assistant, Surety

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Job description

Company Information:

What we look for
Our exceptional and motivated employees are our greatest strength. Our employees provide the highest level of

customer service and help maintain our position as a leader in the global marketplace.

Markel Style
The Markel Style is what makes us stand out from our competitors. It's our core value which should underpin how we do business, while influencing our behavior and performance. We are looking for people who have potential and share our passion to live the Markel Style, which is described in more detail below.

If you think you have these core attributes we want to hear from you.

Job Summary:
The SBA Underwriting Assistant is a team position working closely with agents, other Underwriting Assistant's, and directly with all Underwriters. The primary responsibility of the Underwriting Assistant is to set up new SBA accounts, process bonds, prepare various surety documents and maintain files in a current status at all times. The position requires great attention to detail, a solid working knowledge of the SBA program and Surety's participation in it. This individual will develop and maintain relationships with agencies, educate others regarding the program and process, and help make the SBA process smooth and hassle-free.
The primary responsibility of the Underwriting Assistant is to set up new SBA accounts, process bonds, prepare various surety documents and maintain files in a current status at all times.

Job Responsibilities:

• Review and process all SBA paperwork for new and existing contract accounts
• Contact person for Agents, UW's and employees on SBA questions and procedures
• Set up new SBA submissions, bond and credit files - hard copy and in SIC systems
• Issue and invoice SBA bonds - enter in SBA & SIC systems
• Maintain bond files - hard copy and in SBA / SIC systems
• Process SBA fee checks
• Process daily mail, email, faxes and overnights for SBA files
• Follow up for all documentation pertaining to SBA files
• Maintain SBA credit, bond, and pending files - hard copy and in SIC systems
• Prepare indemnity agreements, forms and letters for SBA files
• Maintain suspense items
• Client relations with agents
• Provide direct SBA support to Underwriters
• Follow specific written & verbal procedures
• Close bond files
  
  Qualifications:
  
  • 2+ years experience in banking, accounting, or other financial related environment with an emphasis on strong customer service or corporate support experience with an emphasis in supporting transactional workflow.
  • Bachelor's degree preferred, but not required.
  • High level of proficiency with Microsoft Office - Word, Excel, Outlook; Internet Explorer
  • Ability to interact positively, succinctly and professionally with all levels of internal and external clients and be comfortable building a rapport with differing personalities
  • Able to complete tasks and assignments in a high volume work environment
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral or schedule form
  • Demonstrate the ability to produce error-free work and achieve high levels of accuracy. Strong attention to detail
  • Ability to analyze a problem and develop a solution
  • Excellent written and verbal communication skills
  • Ability to communicate effectively both verbally and in writing with customers and employees in a professional manner
  • Team player that works well in a collaborative environment
  • Ability to meet deadlines
  • Able to work effectively in a diverse team environment as well as independently

"Why work for us?"

Diversity and inclusion
Markel is truly a global and diverse company. We believe that diversity makes us better business partners and that embracing people's differences can bring amazing results and fuel innovation. We have a portfolio of businesses and product lines that operate around the world.

Community involvement
Markel has a rich heritage of supporting communities across the world where our customers and employees live and work. Giving back is part of our history and our future. Our employees share in this philosophy through volunteering, mentoring and fundraising.

Commitment to open doors

Markel is committed to creating the best work environment. Our open-door policy is essential in recognizing business issues as they rise and to address the changing needs of our diverse and global workforce. Challenging management is a component of the Markel Style-some of our best ideas start from a conversation between a manager and an employee.

Entrepreneurial spirit

As the Markel Style states, we pursue excellence, strive for a better way, and share the success of others. Markel associates proactively seek new business opportunities, bringing further success to Markel.