Surety Account Representative

Alliant•San Diego, CA

29d

About The Position

Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.

Requirements

Associate's Degree or equivalent combination of education and experience
One (1) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Completion of one insurance class
Extremely efficient organization and prioritization skills
Ability to manage high levels of workload while adhering to company guidelines
Great problem solving and time management skills
Ability to multi-task and work in a fast paced environment
Excellent customer service skills, including telephone and listening skills
Ability to work within a team and to foster teamwork
Strong work ethic
Proficient in Microsoft Office Suite
Intermediate typing skills (30-35 wpm)

Responsibilities

Discusses strategy with producer or supervisor for surety new placements;
Executes a variety of bonds and analyzes bonds to ensure proper execution;
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
Gathers information for applications for specific bond types;
Submits new submissions to underwriters for approval;
Researches requests for information from underwriters;
Invoices all transactions, to include Over/Under runs, new bonds, endorsements, renewals, etc.;
Composes correspondence to insured and/or underwriters;
Creates letters, and other forms of correspondence;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.