Commercial Surety Underwriter to join our team in Anaheim, California. For the ideal candidate, we are open to remote work from Washington or Oregon, or from our Bellevue location. This position supports our Pacific Northwest book of business and involves occasional travel.
Key responsibilities include collaborating with regional office underwriters, home office personnel, agents, and principals. This role follows a hybrid schedule, reflecting our commitment to ownership, collaboration, and teamwork. You will work from the Anaheim office Monday through Wednesday, with the option to work remotely on Thursday and Friday.
Responsibilities:- 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 canceled
- 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 the 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
- Travel on a limited basis
- Perform other duties as needed
Qualifications:Must-Have:- Bachelor's degree in Risk Management, Finance, Mathematics, Business or related with at least 2 years experience in Surety or equivalent
- Equivalent is defined as 6 years of relevant Commercial or Contract Surety underwriting experience
- We will consider commercial or contract experience
- Strong marketing skills and ability to obtain new business and work with clients
- Strong competency in quantitative and financial analysis
- Requires strong math aptitude, excellent verbal and written communication, interpersonal and negotiating skills
- Must be customer service oriented and have the utmost integrity
- Ability to travel on a limited basis
- 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
Preferred to Have:- AFSB industry designation
Compensation:Please note, that the annual gross salary range associated with this posting is $55,200 - $120,330. This range represents the anticipated low and high end of the base salary for this position. Actual salaries will vary based on factors such as a candidate's qualifications, skills, competencies, and geographical location related to this specific role. The total compensation will include a base salary, performance-based bonus opportunities, 401(K) match, profit-sharing opportunities, and more.
To view details of our full benefits, please visit https://www.iatinsurancegroup.com/careers/benefits
We offer comprehensive benefits like:
- 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
