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As Agency Specialist, you play a crucial role in ensuring smooth operations within agency support, billing/accounting, and bond types/forms creation departments. This position requires meticulous attention to detail, excellent communication skills, and the ability to handle multiple responsibilities efficiently. The primary focus is to provide vital support to all departments and our customers while ensuring adherence to the company’s established practices, policies, and procedures.
Key Accountabilities/Deliverables:
Agency Support:
Monitor Surety Support inbox for agency inquiries, providing prompt and courteous assistance.
Collaborate with other departments to resolve appointment-related issues and inquiries.
Manage agency appointments, ensuring all necessary documentation is completed accurately and in a timely manner.
Maintain agency databases and records, keeping them updated with the latest information and changes.
Manage mailing of onboarding office supplies to agency partners.
Replenish office supplies for agency partners as needed.
Support sales efforts through lead generation.
Prepare and distribute regular reports to sales representatives and underwriters regarding agency partners appointments.
Assist in creation of marketing brochures.
Perform and manage Power of Attorney filings for agencies.
Billing/Accounting Backup:
Monitor Surety Accounting Inbox for accounting/billing inquiries, providing prompt and courteous assistance.
Answer incoming phone calls, process phone payments, etc.
Process and post billing transactions (payments, refunds, write offs, etc.) accurately and efficiently.
Manage lockbox activities, including the collection, processing, and reconciliation of payments received via lockbox services.
Maintain agency bill and direct bill statements.
Ensure accuracy and timeliness on commission returns.
Prepare, review, and distribute aged receivable reports to branch offices.
Management of internal collections for non-cancellable bonds.
Collaborate with other departments to resolve accounting-related issues and inquiries.
Bond Types/Forms:
Assist with researching and locating required bond forms.
Formatting and/or recreating forms for system implementation.
Collaborate closely with Bond Type Administration Group on any issue that arises during testing/implementation of various bond types.
Database Management: Utilize database systems to maintain bond type information, ensuring data integrity.
Create and maintain state rate cards.
Assist Bond Type Administration Group with bond type rollout in Production environment.
Other Responsibilities:
Collection and distribution of physical mail.
Assist in researching lead generation for support sales efforts.
Manage promotional items inventory and order/restock as needed.
- This role may require occasional travel for matters that cannot be handled through video conference.
Technical Knowledge and Understanding:
Proficient problem-solving skills and decisive decision-making abilities.
Excellent written and verbal communication skills, spanning email, phone, and face-to-face interactions.
Strong computer proficiency including Excel, Outlook, Edge/Chrome, Adobe, and other relevant business software.
Capable of multitasking and fostering effective collaboration with others.
Demonstrates planning and organizational capabilities.
Ability to work independently and deliver quality work within set deadlines.
Adept at maintaining professional interactions and thriving in high-performance team environment.
Experience:
2 Plus years’ experience in a Customer Service/Account Management role
Account Management experience
Insurance Experience preferred.
Billing Experience
The expected pay range for the role is $50,000 - $58,000. The specific offer will depend on an applicant’s skills and experiences. The disclosed pay range estimate may also be adjusted for the applicable geographic differential for the location in which the position is filled.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position.
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At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement. We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program
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What We Do
Core Specialty, through its subsidiary insurers, offers a diversified range of property, casualty, and marine insurance products for small to mid-sized businesses. We have the capital to take on risk, the underwriting talent in place, decisive leadership team, infrastructure, and a proven track record of making things happen – fast! When you’re ready to solve your toughest insurance needs, we’re ready to get it done for you. We free customers up to focus on their business by taking the load of complicated specialty insurance off their hands. We break down the walls of bureaucracy to provide optimal underwriting solutions for brokers. We’re ready, equipped, and motivated to get the job done, efficiently and professionally, by empowering experts with what they need to move quickly on behalf of customers and their brokers. Our specialty focus is the essential part of our identity. It is at our core
