Assistant Underwriter - Credit & Surety

Location: Dallas/Plano TEXAS

Are you detail-oriented, financially savvy, and ready to launch or grow your career in the dynamic world of surety underwriting? Swiss Re Corporate Solutions is looking for a motivated and curious Underwriting Assistant to join our Credit & Surety team. This is your opportunity to work alongside experienced underwriters, sharpen your analytical skills, and make a real impact in a global, innovative insurance environment.

About the Role

As an Underwriting Assistant in our Credit & Surety team, you will play a vital role in supporting the underwriting process for contract surety accounts. You'll be at the heart of the action — analyzing financial data, managing account documentation, and helping ensure our underwriters have everything they need to make smart, informed decisions. This role offers a fantastic opportunity to develop deep expertise in surety underwriting within a collaborative and high-performing team.

Key Responsibilities

• Account Management: Update CUA/Imaging systems with current underwriting information for both new and existing accounts, always ensuring accuracy and completeness
• Financial Data Entry & Analysis: Enter financial information into CUA, including preliminary analysis, and evaluate new and existing accounts to identify potential red flags or positive attributes
• Credit Reporting: Pull personal and corporate credit reports as needed to support underwriting decisions and assess creditworthiness of companies and their owners
• Account Setup: Establish new accounts in CUA, ensuring all pertinent documentation is captured and maintained in accordance with the SRCS Surety Group Procedure Manual
• Documentation & Compliance: Prepare and review General Indemnity Agreements (GIAs) and/or subordination agreements upon request, and maintain current credit information files in line with established procedures
• Bid Log Management: Prepare and maintain bid logs, recording results as received and updating records for approved bids and bid outcomes
• Consent of Surety: Review and approve consent of surety for agents on final bonds where there are no outstanding claims, all subcontractors and suppliers have been paid, and no lingering issues remain
• Agency Relations: Support agency appointment documentation and follow-up, address miscellaneous agent questions and concerns, and assist with year-end review and conditional bid approval requirements
• Special Projects: Participate in special projects and provide custom reports as delegated by the Regional/Branch Manager

About the Team

Our Credit & Surety team operates across North America, offering innovative surety solutions to large and midsized multinational corporations. We are a collaborative, knowledgeable, and driven group, committed to delivering industry-leading underwriting and claims service to our clients. With approximately 50 locations worldwide, we bring global expertise and local insight to everything we do.

About You

You are a proactive, organized, and communicative professional who thrives in a fast-paced environment. You bring a positive attitude and a genuine desire to deliver best-in-class service to both internal and external stakeholders. You are comfortable working with numbers and data, and you take pride in the accuracy and quality of your work. Whether you're a recent graduate with a financial background or an experienced professional looking for a new challenge, you bring curiosity, initiative, and a collaborative spirit to everything you do.

We are looking for candidates who meet these requirements:

• Financial or Accounting Background: Demonstrated experience or education in finance, accounting, or a related field, with the ability to interpret and evaluate financial statements
• Quantitative & Financial Analysis: Proficiency in analyzing financial data, identifying trends, and drawing meaningful conclusions to support underwriting decisions
• Microsoft Office Proficiency: Strong working knowledge of Microsoft Office Suite (Excel, Word, Outlook), with the ability to produce accurate reports and correspondence efficiently

These are additional nice to haves:

• Prior experience in the insurance, surety, or financial services industry
• Familiarity with underwriting systems or document management platforms such as CUA/Imaging
• Experience reviewing or preparing legal or financial agreements such as GIAs or subordination agreements
• Strong organizational and time management skills, with the ability to manage multiple priorities simultaneously
• Excellent written and verbal communication skills, with a customer-focused mindset
• A proactive problem-solving approach and the ability to work independently as well as collaboratively within a team

The estimated base salary range for this position in Dallas, TX is $68,000 to $102,000. The specific salary offered for this, or any given role will take into account a number of factors including but not limited to job location, scope of role, qualifications, complexity/specialization/scarcity of talent, experience, education, and employer budget. At Swiss Re, we take a "total compensation approach" when making compensation decisions. This means that we consider all components of compensation in their totality (such as base pay, short-and long-term incentives, and benefits offered), in setting individual compensation.

Our company has a hybrid work model where the expectation is that you will be in the office at least three days per week.