Description

Summary

This position is responsible for servicing assigned accounts including set-up, bonding, renewals and general questions. Handle the compilation and analysis of financial information for submission to obtain approval of new and renewal bonds, issuing and billing of bonds as well as general customer service relating to our bond book of business. This position requires extensive bond experience to include contract and commercial surety bonds.

Standards of Performance

• Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
• Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
• Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
• Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
• Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices.
• Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

Essential Duties & Responsibilities

• Performs independent reviews to determine proper bonding coverage and identify deficiencies.
• Gathers underwriting information, including financials, for principal bond programs.
• Facilitates communication between the surety carrier and clients to execute bonds and riders.
• Collaborates with Brokers in marketing and placing risks.
• Maintains manuals, powers of attorneys, etc.
• Processes renewals, new bonds, and follows up on bond exonerations.
• Provides Technical Support and problem-solving assistance to staff.
• Serves as a technical expert and trainer, assisting team members with complex issues.
• Collects fees, reconciles accounts, and resolves outstanding balances within 90 days.
• Ensures compliance with agency management system standards and data integrity.
• Build and nurture strong client relationships, understanding their insurance needs and delivering exceptional service.
• Stays informed about industry trends, regulations, and insurance products to provide up-to-date advice.
• Maintains organized and accurate client records through the Agency Management System.
• Responds promptly to client inquiries, concerns, and service requests.
•  Engages in ongoing training and professional development.
• All other duties as assigned.

Requirements

Qualifications/Requirements

• Bachelor’s degree preferred or equivalent work experience.
• Maintain current Property & Casualty Agent license.
• Minimum 5 years of experience in a commercial surety underwriting or service role.
• Currently have or ability to obtain a notary license.
• Ability to read, analyze and interpret all types of bonds, applications, and financial data.
• Strong communication skills both verbal and written.
• Ability to organize and prioritize multiple tasks in a fast-paced environment.
• Ability to be physically present to complete duties & responsibilities (stamp/seal/mail bonds) during office hours.