Client Service Representative

CLIENT SERVICE REPRESENTATIVE 

Our client is an independent bond-only agency that specializes in helping commercial, industrial, and government contractors grow their business by maximizing their surety capacity. Committed to the principles of service, integrity, and professionalism, they view their clients, employees, and underwriters as their "business family." They strive to offer unsurpassed attention and support to ensure mutually beneficial relationships, understanding that success for all is achieved by helping each constituent meet their goals and objectives.

Job Summary

Act as a liaison between contractor clients and surety companies. Provide support to producers. Build and maintain strong relationships with clients and surety companies. Collaborate with the sales team to achieve goals.

Responsibilities

• Act as point person for bond requests and related matters
• Review bond requests for completeness and accuracy. Contact client for questions or missing information.
• Address client's needs and concerns as quickly and effectively as possible.
• Work closely with producers for any unresolved matters or questions.
• Maintain accurate client records, keeping track of updates and other information related to bid, final, and miscellaneous bonds.
• Ensure surety is updated regularly.
• Communication with project owners/obligees for pertinent project information, contracts, etc., as needed.
• Have a thorough understanding of products including bond forms and onerous contract language.
• Initiate billings, including AP/RP.
• Bond Renewals.
• Work with producers to maintain an understanding of current backlogs, financial status, and potential issues with outdated financial information, etc.
• Phone Block.

Qualifications

Education: High school diploma or equivalent. College preferred.

Experience: Proficiency with customer relationship management. 5 years related experience.

Skills:

• Excellent communication skills, both written and verbal.
• Ability to work well under pressure.
• Strong proofreading skills and attention to detail.
• Strong math skills.
• Service oriented.

THIS POSITION IS LOCATED IN FRAMINGHAM. You must be able to reliably commute to the client's office every day.

Salary range

60,000−65,000 depending on experience.

Benefits

Health Insurance (dental & vision optional), 401k, 3% match, profit sharing, bonus.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or veteran's status.

Applicants with a disability or a disabled veteran may request a reasonable accommodation if he/she is unable or limited in his/her ability to access job openings or apply for a job on our website as a result of his/her disability. The applicant may request reasonable accommodations by contacting us at 317-661-1740.