Description:

• Assists in the preparation, coordination and documentation of data analysis projects in the Surety Department.
• Services designated book of business as relating to providing bonds and services for our clients
• Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Supports implementation of new bonds, collecting needed documentation, and reviewing obligation details with Client and Surety
• Requests and collects quotes from sureties
• Provide quotes for bonds to clients
• Processes needed documentation throughout the life of the bond
• Informs Client of any and all changes that may affect surety premiums
• Gathers and compiles information for new business opportunities
• Inputs Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Delegate invoicing to appropriate associate
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
• Researches industry trends and governmental regulations
• Communicates in a positive manner to contribute to a cohesive, pleasant work environment
• Assists other associates as needed
• Performs other responsibilities and duties as needed

#LI-SS1

Qualifications:

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• Typically, three to seven years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States