Account Specialist

Bankers Financial Corp•St. Petersburg, FL

16h

About The Position

The Surety Division of Bankers Insurance Company offers unsurpassed service and quality to our agents. We are one of the largest providers of the Bail Bond industry and one of the fastest-growing providers of Contract and Commercial Bonds to businesses. Our knowledgeable and experienced staff of professionals share a vision of providing agents with superior customer service. Agents are full partners in our business. We grow, we succeed, and we profit together. Our Core Values Include Collaboration: working together is critical to achieving organizational goals. Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service. Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact. Social Responsibility: we place charity and volunteer work at the core of our organization. Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing.’ Company Value Statements In the performance of their respective tasks and duties, all employees are expected to demonstrate the following: Acting with the highest level of honesty, trust, character, and transparency. Making a unified effort to achieve the organization's goals; embracing accountability for exceptional performance daily. Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders. Approaching every challenge with creative energy, discovering unique solutions to maximize success; focusing on creating and delivering compelling customer value. Belief in the power of a diverse workforce and in creating a positive impact on the environment and our community. Summary/Objective Process all incoming agents’ reports, reconcile, close, and send discrepancy letters as needed. Monitor accounts receivables to ensure payments are received. Individually manage after-hours transfer bond calls and agents’ requests for assistance.

Requirements

High school diploma/GED
3+ years of Customer Service
2+ years of Basic Accounting math skills
3+ years of Office and Computer literacy
3+ years working in a team setting

Nice To Haves

Bachelor’s Degree
working knowledge of internal bail procedures.

Responsibilities

Report/Batch Process/Resolution: 90%
Picking up and opening mail
Taking out transfer bonds, large bonds, etc. paperwork
Recognizing correct reports and prepping them for Batch Set Up, Scanning, Cash Entry, Batch Reconciliation, and Rewrites.
Key batches with 10 powers or under
Closing batches and assuring month end is completed on time.
Communicating with agents about a discrepancy within the report received
Transfer Bonds: 5%
Process incoming transfer bonds: set up transfer bonds in BSMS; locate a posting agent; document all phone calls.
Oversee and maintain communication with the requesting and posting agents until the transaction is completed.
Update BSMS and close any unwritten requests.
On-Call Duty: 5%
Use a cell phone and laptop to work independently out-of-office.
Responsible for the following: Answer and handle transfer bond calls. Respond to agents’ requests for assistance.
Research and make decisions regarding the borrowing of powers between agents.
Handle other agency issues of concern.