Surety Service Representative

Holmes Murphy Insurance•Waukee, IA

About The Position

We are looking to add a Surety Service Representative to join our Surety team in Waukee, IA. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Prepares Surety Bonds as Required per Specifications and/or State Statutes Carries out the workflow process to issue bid bonds including another team member verifying the bond is correct before sending out to the client. Maintain current and accurate client information in the system, including main point of contact, addresses and Surety provider to ensure high levels of client satisfaction. Respond to daily client requests of bid bonds, performance and payment bonds, commercial bonds, renewals and endorsements, as well as accurately invoicing bonds and answering accounting questions. Calculates bond premium by determining classification of contractors type of work Aids Client Executives in setting up new business by preparing General Indemnity Agreements, verifying client legal name and any other items to establish the account. Qualifications: Education: High school diploma; college degree preferred. Experience: 3+ years' experience preferred, managing clients surety needs in a company or agency environment. Licensing: Active Property and Casualty Insurance agent license required, or the ability to acquire license within 3 months of hire. Technical Competencies: Understands and applies surety principles to consult with clients and meet their strategic needs. Contributes to workflows and processes, using agency systems to deliver a world-class client experience while adhering to compliance requirements. Fosters client relationships by understanding their business needs, prioritizing deliverables, managing status, and providing proactive solutions. Here’s a little bit about us: In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as: Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey! Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow. 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for. Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first. Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you. DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish! Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing. Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?! Holmes Murphy & Associates is an Equal Opportunity Employer. #LI-GH1 There’s No Place Like Holmes! You'll love what you do and who you do it with when you join Holmes Murphy! Not only can you create connections, experience the energy, and seize the opportunities we have, but you can also: Grow Your Career – In our growing and dynamic organization, we encourage talent mobility, whether that be career progression, expanding skillsets, or even transferring to another Holmes Murphy office! Learn... On Us – We believe in building the best experts in the industry, supported through a variety of benefits like continuing education and tuition reimbursement. Share in Our Success – Our philosophy is to share in our collective success. One of the many ways we accomplish that is through our 401(k)-profit share, which is distributed to all employees regardless of their own contributions! Take Time to Recharge – We offer generous time off, including a Health Matters Day, Celebrate Day (for your birthday!), Diversity Day, Volunteer Time Off, and paid parental leave. And yes, we encourage you to take time away!

Requirements

High school diploma; college degree preferred.
3+ years' experience preferred, managing clients surety needs in a company or agency environment.
Active Property and Casualty Insurance agent license required, or the ability to acquire license within 3 months of hire.
Understands and applies surety principles to consult with clients and meet their strategic needs.
Contributes to workflows and processes, using agency systems to deliver a world-class client experience while adhering to compliance requirements.
Fosters client relationships by understanding their business needs, prioritizing deliverables, managing status, and providing proactive solutions.

Responsibilities

Prepares Surety Bonds as Required per Specifications and/or State Statutes
Carries out the workflow process to issue bid bonds including another team member verifying the bond is correct before sending out to the client.
Maintain current and accurate client information in the system, including main point of contact, addresses and Surety provider to ensure high levels of client satisfaction.
Respond to daily client requests of bid bonds, performance and payment bonds, commercial bonds, renewals and endorsements, as well as accurately invoicing bonds and answering accounting questions.
Calculates bond premium by determining classification of contractors type of work
Aids Client Executives in setting up new business by preparing General Indemnity Agreements, verifying client legal name and any other items to establish the account.

Benefits

Paid Parental Leave and supportive New Parent Benefits
Company paid continuing Education & Tuition Reimbursement
401k Profit Sharing
Generous time off practices in addition to paid holidays
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you
DE&I programs
Consistent merit increase and promotion opportunities
Discretionary bonus opportunity
Health, dental and vision

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