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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Position Overview

Confidential Client is hiring a UA Associate — Surety to join a hybrid Surety team supporting underwriting and bond administration across North American offices (primary location: Schaumburg, IL; role may also report to Atlanta, GA or Dallas, TX). This is an entry-to-early-career underwriting support role focused on bond servicing, data collection and basic underwriting tasks. The position is full-time and hybrid.

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What You’ll Do

• Support underwriters and managers with end-to-end bond administration for basic to moderately complex business.
• Respond to agent/broker inquiries and service requests in a timely, professional manner; escalate issues as appropriate.
• Process new bond entries, rate/quote requests, billing inquiries and other routine service tasks.
• Maintain high-quality file documentation and accurate bond notes; ensure files are complete.
• Serve as the UW team’s primary contact for billing questions and disputes; assist with invoicing accuracy.
• Use internal systems and self-service tools to collect and analyze data supporting risk assessment and service delivery.
• Communicate clearly with internal teams, brokers/agents, and stakeholders to deliver strong customer service.
• Expect occasional in-office attendance for collaborative work as part of the hybrid model; travel up to ~5%.

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What We’re Looking For (Minimum Qualifications)

• Bachelor’s degree (any discipline) and no prior experience required in Administrative, Customer Service, Financial Services, Risk Management, or Insurance; OR
• Zurich Certified Insurance Apprentice (Associate degree) with no prior experience; OR
• High School diploma or equivalent plus 2+ years’ relevant experience in administrative, customer service, financial services, risk management or insurance.
• Basic Microsoft Office skills and comfort with data collection/analysis.
• Strong attention to detail, ability to multi-task, meet deadlines, and work independently with supervision.

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Preferred Qualifications

• Insurance industry knowledge or exposure to processing, rating, and policy management systems.
• Strong verbal and written communication skills; active listening and relationship-building skills.
• Customer service experience and a service-first mindset.
• Comfortable working with detailed data and producing accurate, timely documentation.

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Compensation & Benefits

• Pay range: $23.80 - $38.94 per hour (hourly range disclosed). Role also includes a short-term incentive bonus opportunity (~5%).
• Confidential Client follows local pay transparency laws and bases pay on role, location, skills, and experience.
• Competitive benefits package (medical, dental, retirement, paid time off) and professional development opportunities.
• Hybrid work model with flexibility balanced by occasional in-office collaboration and team activities.

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Location, Schedule & Travel

• Hybrid — candidate should be able to report to one of the following North American office locations: Schaumburg, IL; Atlanta, GA; Dallas, TX.
• Full-time schedule.
• Travel: approximately 5%.

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Why Work Through Careertakes (Third-Party Recruiting Best Practices)

• Careertakes represents Confidential Client as an impartial recruiting partner — we provide clear role details, salary transparency, and streamlined communication.
• If selected via Careertakes, you will be employed directly by Confidential Client.
• Careertakes may match you to other opportunities that fit your background.

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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.