Job Title : Surety Bond Customer Service Representative Trainee

Agency / Platform : Acrisure's Southeast Platform

Location : Miami, FL and Tampa, FL

Job Summary :

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.

Essential Duties and Responsibilities :

Operations administration

• 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 bid and final bond request
• Prepare bid and final bonds
• Frequently Keep client updated on request status
• Process final close-outs for premum 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

General Administration

• File
• Draft and / or send correspondence
• Prepare overnight packages and receipts
• Answer the telephone and respond to voice messages
• Assist in mailings
• Other administrative support, as directed

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies :

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience Required :

• At least three-years of office-based customer service (other than food service or retail)
• Prior experience in a professional office setting (minimum of 3 years)
• High school diploma or equivalent required
• Must hold Florida Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe (varies by office)

Education and Experience Preferred :

• Prior surety bond or Insurance experience is highly desirable
• Prior bookkeeping and / or accounting experience (desirable)
• Prior customer service in banking or insurance (desirable)
• Prior paralegal experience is desirable
• College experience preferred

Technology Skills :

• Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook, etc.) is required
• Applied EPIC or similar agency management software experience is highly desirable, but not required
• SurePath / Tinubu or similar surety bonding software experience, preferred but not required

Other Qualifications :

• Attention to detail and commitment to a high level of accuracy
• Able to work independently with a high degree of interaction with team members
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrate excellent time management and prioritization skills
• Ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Maintain a professional demeanor and positive attitude
• Ability to pass a clerical assessment
• Able to pass drug and background checks
• Punctual
• Good team skills, works well with colleagues and peers
• Self-starter
• Basic math skills
• Strong organizational skills
• Professional appearance

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges
• High finger dexterity while typing documents and forms
• Occasionally lift 20 lbs.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is performed in a temperature-controlled, non-smoking office
• The noise level in the work environment is usually quiet to moderate
• This position is NOT remote and requires work to be performed in office

Last updated : 2024-02-26