Commercial Surety Assistant Underwriter

Recognized as a Milwaukee Journal Sentinel Top Workplace for 12 consecutive years, including three years of being honored as number one! Join us at West Bend, where we believe that our associates are our greatest asset. We hire talented individuals who are conscientious, dedicated, customer focused, and able to build lasting relationships. We create and maintain an environment where you feel a sense of belonging and appreciation. Your diversity of thought, experience, and knowledge are valued. We’re committed to fostering a welcoming culture, offering you opportunities for meaningful work and professional growth. More than a workplace, we celebrate our successes and take pride in serving our communities.

The Commercial Surety Assistant Underwriter position is an excellent opportunity to develop and expand knowledge of the surety bond industry as an underwriting trainee.

*This position is an in-office role located in Madison, WI.  No remote opportunities for this position are available at this time. 

Responsibilities will include:

• Assist territory underwriters in answering phone calls, emails, and processing commercial bond renewals.
• Maintain underwriting files, requesting necessary file updates including properly signed indemnity agreements and business/personal financial statements, and updating credit reports as needed.
• Work with Commercial Bond underwriters to establish approval criteria for new bond forms, and build out configurations in our front-end issuance platform, setting all necessary auto-approval underwriting requirements.
• Attend instructor led and web-based training, paired with self-study coursework, to enhance and develop underwriting acumen and knowledge of the surety industry.
• Develop and maintain collaborative relationships with agents through phone calls, in-person visits, and other strategic marketing opportunities that may arise.

Preferred Experience and Skills

• Oral and written communication skills
• Interpersonal skills
• Strong organizational and time management skills
• Analytical and decision-making skills
• Excellent customer service/relationships skills

Preferred Education and Training

• Bachelor’s degree (preferably in Finance, Accounting, Economics, Business, or related field) or equivalent combination of education and experience

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West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.