This position will assist customers in identifying and providing for their bond needs. This position works directly with the client, Producers, and Surety Company representatives in handling the execution of all types of surety bonds.
Maintain and update client financial and bond files
Receive and dispatch correspondence promptly
Review contracts and bond forms and extract relevant information
Ensure the accuracy of bid and final bond requests
Prepare bid and final bonds
Keep clients frequently updated on request status
Process final close-outs for premium audits
Act as liaison with surety companies and maintain surety relationships
Act as liaison with clients and client staff
Assist Producers
Assist other team members
Prepare routine/follow-up correspondence - paper and electronic
File, draft, and/or send correspondence
Prepare overnight packages and receipts
Answer the telephone and respond to voice messages
Assist in mailings
Provide other administrative support, as directed
Attention to detail and commitment to a high level of accuracy.
Ability to work independently with a high degree of interaction with team members.
Demonstrated effective written and verbal communication, including the ability to actively listen and problem-solve with minimal assistance.
Excellent time management and prioritization skills.
Ability to multitask, work independently, and use discretion with sensitive information.
Maintain a professional demeanor and positive attitude.
Ability to effectively communicate in both verbal and written formats, externally and internally.
Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position.
Ability to author routine reports and correspondence.
Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding.
Ability to anticipate and solve practical problems or resolve issues.
Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people.
Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
Strong attention to detail and good proofreading skills.
Excellent skills in reliability, initiative, and stress tolerance.
Ability to perform in a professional appearance and manner.
Ability to use good judgment and foresight.
High school diploma or equivalent required
Minimum of 5-7 years experience in surety bonds required
Prior customer service in banking or insurance preferred
Prior paralegal experience preferred
Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.