Bond/Surety Assistant
About The Position
Responsible for implementation of and/or assisting with IOA Bond services activities, including: Client service and communication; maintaining individual productivity, quality, and service levels; client Bond administrative processes, including renewals, new Bond set-up, riders/endorsements, cancellations/reinstatements, invoicing, LPRs, and Bond review; data management/entry; managing incoming correspondence; internal service and communication; professional development; identification of sales opportunities; and general office administrative support.
Requirements
- 1+ years of professional or administrative experience in an office environment
- Required active licensing
- Exceptional customer service, administrative, communication, multitasking, and organizational skills
- Ability to perform large work volumes with high degrees of accuracy
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Responsibilities
- Maintain technical competence and industry expertise.
- Always deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
- Ensure accurate and timely completion of all Bond-related administrative tasks, including new and renewal Bond processing, ordering and processing policy riders/endorsements, executing any Bond cancellations and reinstatements, and generating and submitting client invoicing.
- Assist with management of all incoming mail, faxes, and other correspondence. Order and ensure timely receipt of financials as directed. Execute accurate check requests to the Accounting department.
- Maintain agency management system, ensuring all data entered is complete, clearly presented, accurate, and up-to-date. Monitor and maintain pending action items (suspense), taking any necessary action to ensure completion within required time frames.
- Willingly assist in any general office support/administration when requested or assigned. Assist in preparation and distribution of client finance agreements. Correctly process Lost Policy Release (LPR) as directed.
- Monitor individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required. Work effectively with 1099 sales personnel, seeking input and developing win-win solutions to any operations-related process, service, quality, or productivity issues.
- Continually seek to improve individual and team performance, including identifying, communicating, and adopting best practices. Comply with all company work rules, standards, and policies and procedures at all times.
- Grow and maintain technical competence and industry/market knowledge. Ensure professional skills are continuously improved by actively participating in internal/external development opportunities. Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees.
- Demonstrate integrity and leadership.
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Employee stock plan participation
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
