UA Associate - Surety

Zurich North America is currently hiring a UA Associate to join the Surety team! As a UA Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the opportunity to fully apply and hone your research and analytical skills to effectively assess risk and grow your career. 

At Zurich North America we acknowledge that work life-balance and flexibility are a priority when it comes to choosing your next career move. Designed with our employees' needs in mind, the ZNA hybrid work model emphasizes flexibility, allowing employees to conduct individual work in their preferred location, while facilitating in-person connections and collaborative activities when meaningful and valuable. While the model provides a high level of flexibility and autonomy, occasional circumstances requiring in-office attendance should be expected. 

This is a hybrid work position, however, the candidate selected for this opportunity should be able to report into one of the following North American office locations:Schaumburg, IL or Dallas, TX.

In this role you will be responsible for:

• Works under close Underwriter and Manager supervision to handle end-to-end bond administration, responding to basic agent/broker servicing requests to help ensure delivery of excellent service. Accountable for entry level bond servicing for basic to moderately complex business. 

• Demonstrates basic knowledge of relevant systems, processes, procedures of business segment(s) supported.

• Demonstrates basic understanding of broker/agent needs and ensures they are met within span of influence; Responds to inquiries, escalating issues and communicating with appropriate team members to obtain information as needed; Ensures timely and accurate invoicing, acting as the primary UW Team contact for billing questions and disputes.

• Performs end to end bond administration on basic to moderately complex business including but not limited to:

  • New Bond Rate/Quote requests

  • New bond entry

  • All other service requests including billing inquiries.

• Observes basic file documentation procedures including maintaining quality bond notes and ensuring complete file documentation.

• Understands and communicates availability of external facing self-service capabilities (ZSE).

  Basic Qualifications:

• Bachelor’s degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area
  OR

• Zurich Certified Insurance Apprentice, including Associate Degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area
  OR

• High School Diploma or Equivalent and 2 or more years of experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area
  AND

• Knowledge of data collection and analysis

• Microsoft Office experience

Preferred Qualifications:

• Strong verbal and written communication skills

• Superior skills in relationship building, active listening with underwriters, brokers, and coworkers

• Customer service experience with proven adaptability to changing priorities and processes

• Strong data entry with high level of accuracy

• Ability to identify missing information and follow up efficiently

• Self-directed to meet deadlines

• Multi-tasking skills

• Surety or Insurance industry knowledge

• 5% Travel

Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us.

The pay range shown is a national average and may vary by location. For this position, the salary is $23.80 - $38.94, plus a short-term incentive bonus of 5%.

We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here.]

Why Zurich?

At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®.

Join us for a brighter future—for yourself and our customers.

Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.

Zurich complies with 18 U.S. Code § 1033.

Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.

Location(s): AM - Dallas, AM - Schaumburg
Remote Working: Hybrid
Schedule: Full Time Employment Sponsorship Offered: No  
 
Linkedin Recruiter Tag: #LI-MM1 #LI-HYBRID