Underwriting Assistant - Surety

About the role

An organised, customer-focused Underwriting Assistant is sought to support the Surety underwriting team. Working under moderate supervision, the role covers the administrative, system and technical tasks that keep the underwriting process running smoothly. It suits a strong administrator with a finance background or experience in a financial services organisation.

Key responsibilities

• Provide day-to-day administrative support to underwriters, including handling phone and email enquiries and correspondence
• Draft, issue and cancel Surety bonds
• Ensure accurate premium booking and timely completion of policy and endorsement issuance
• Maintain underwriting files, registers and archives, and handle general filing and retrieval
• Investigate premium payment discrepancies using the Debtors report from Finance
• Generate system-based management reports when required and assist with company events
• Manage stakeholder relationships, prioritise daily workflows and comply with legal, statutory and corporate requirements

Required profile

• HSC (or equivalent) essential; tertiary qualifications in a related field advantageous
• Previous insurance or underwriting experience desirable
• Strong attention to detail, time management and outcomes focus
• Able to manage processes and work effectively with internal stakeholders

Required skills

• Excellent verbal and written communication
• Advanced IT skills: Outlook, Word, Excel, PowerPoint and database systems