Account Rep Commercial 1
Under guidance, provides day-to-day administrative and technical support on all types of Surety Bonds (permit bonds, contract bonds, bid, performance and payment, license and other miscellaneous bonds). Duties include: responding to prospect/customer inquiries and requests for information; processing applications and renewals; routine invoicing and tracking receivables, checking documents for accuracy; inputting data; maintaining files; assembling documents and preparing materials for meetings with customers and prospects.
Position responsibilities will grow to include: marketing new bonds and maintaining renewals; monitoring workflow of bond department; responding phone calls from customers requesting new or additional bond limits; evaluating bond needs for customers and negotiating with Surety underwriters; understanding compliance issues involving multi-state insurance agents licensing and adhering to Surety granted lines of authority.
1 year of customer service experience
Basic Microsoft Office skills
Strong attention to detail and accuracy skills
Good verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
Ability to follow policies, procedures, and regulations
Designated insurance license requirements (Property & Casualty) must be completed within 180 days of hire date. Compliance with state law requirements is required.
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