About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Customer Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is hiring a UA Associate — Surety to support the Surety underwriting team. This is a hybrid, full-time role; the selected candidate should be able to report into one of these North American offices: Atlanta, GA; Dallas, TX; or Schaumburg, IL.

As a UA Associate — Surety you will:

• Support underwriter and manager supervision to handle end-to-end bond administration for basic to moderately complex business
• Respond to agent/broker servicing requests and maintain strong service levels for internal and external partners
• Process new bond rate/quote requests and enter new bonds into policy systems
• Perform routine service tasks including billing inquiries, invoice support, and dispute follow-up
• Maintain accurate file documentation and quality bond notes to meet audit and business standards
• Escalate complex issues to underwriters and coordinate with teammates to resolve inquiries promptly
• Use internal systems and communicate availability of self-service tools to brokers/agents

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Basic Qualifications

Applicants must meet ONE of the following:

• Bachelor’s degree (no prior experience required) in any field OR
• Confidential Client Certified Insurance Apprentice (associate degree level or equivalent; no prior experience required) OR
• High school diploma or equivalent AND 2+ years of experience in administrative, customer service, financial services, risk management, or insurance roles

Plus:

• Familiarity with data collection and basic analysis
• Proficiency with Microsoft Office (Excel, Outlook, Word)
• Strong attention to detail and the ability to deliver accurate data on schedule

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Preferred Qualifications

• Insurance industry knowledge, especially surety/bond products
• Experience with processing, rating, or policy management systems
• Strong verbal and written communication skills
• Excellent relationship-building and active listening skills with customers and coworkers
• Customer service experience and comfort working with details
• Ability to work independently, prioritize tasks, and multitask effectively
• Willingness to travel (~5%)

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Compensation & Benefits

• Hourly rate: $23.80 - $38.94 per hour (national average; pay will vary by location, role, skills, and experience)
• Short-term incentive bonus: 5%
• Eligible for comprehensive benefits, bonuses, and merit increases per local policy
• Pay and benefits follow applicable local laws and pay-transparency regulations

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Location & Work Model

• Hybrid role — regular remote/office flexibility with occasional in-office collaboration
• Required ability to report to one of these office locations: Atlanta, GA; Dallas, TX; Schaumburg, IL
• Full-time schedule

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Why This Role

This position is ideal for someone early in their underwriting or insurance career who wants hands-on experience in bond administration and underwriting support. You’ll build analytical and service skills while working with experienced underwriters and cross-functional teams in a supportive, hybrid environment.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.