Gathering, analyzing, and evaluating account information
Review initial submissions and gather documentation
Analyze bond risk and applicant qualifications
This role will handle most aspects of daily interaction with assigned agents regarding new and existing accounts this includes gathering, analyzing, and evaluating all information on an account and making a recommendation or decision to the Regional Manager based on that information
Job Summary
This role will handle most aspects of daily interaction with assigned agents regarding new and existing accounts this includes gathering, analyzing, and evaluating all information on an account and making a recommendation or decision to the Regional Manager based on that information.
Responsibilities include reviewing initial submissions, setting up financial backer files, maintaining financial backer files, advising manager of negative developments, composing narratives, and updating accounts in the Underwriting Database.
IAT Insurance Group offers comprehensive benefits including 26 PTO Days + 12 Company Holidays, 7% 401(k) Company Match, a hybrid work environment, and numerous training and development opportunities.
Matching Summary
This role will handle most aspects of daily interaction with assigned agents regarding new and existing accounts this includes gathering, analyzing, and evaluating all information on an account and making a recommendation or decision to the Regional Manager based on that information.
Skills & Requirements
Must-have
Gathering, analyzing, and evaluating account information
Review initial submissions and gather documentation
Analyze bond risk and applicant qualifications
Evaluate need for additional measures to protect surety
Communicate decisions clearly and expeditiously
Nice-to-have
Customer service oriented with utmost integrity
Work with contractor clients
Open and supportive culture
Engaging workplace culture
Key Requirements
Bachelors’ degree in Risk Management, Finance, Mathematics, Business, or related
At least 4 years of experience in bond underwriting or equivalent