The Surety Specialist provides the highest level of customer service in servicing, supporting, and coordinating Client’s accounts.
- 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 resolution.
- Supports implementation of new bonds, collecting needed documentation, and reviewing obligation details with Client and Surety
- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution.
- Process New and Renewal Billings along with AP and or RP billings accurately, as Needed
- Protect the confidentiality of information learned by performing the duties of the position
- Processes needed documentation throughout the life of the bond
- Informs Client of any and all changes that may affect surety premiums
- Inputs Client information into data management system, ensuring accuracy and completeness
- 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
- 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
The Surety Specialist provides the highest level of customer service in servicing, supporting, and coordinating Client’s accounts.
- 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 resolution.
- Supports implementation of new bonds, collecting needed documentation, and reviewing obligation details with Client and Surety
- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution.
- Process New and Renewal Billings along with AP and or RP billings accurately, as Needed
- Protect the confidentiality of information learned by performing the duties of the position
- Processes needed documentation throughout the life of the bond
- Informs Client of any and all changes that may affect surety premiums
- Inputs Client information into data management system, ensuring accuracy and completeness
- 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
- 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
- Ability to Create and send compliance communications as needed
- Ability to Research industry trends and governmental regulations
- Understands the overall business, operations, and bond/surety needs of the clients; anticipates when and how to respond.
develops and maintains dependable working relationships with carriers and other providers. - Understands and keeps informed on bond/surety industry developments and all products available.
- Has demonstrated the ability to build and Maintain effective relationships with clients to provide the best possible service on a timely basis.
- Self direct and performs at a high level
- Demonstrates critical thinking skills with the ability to identify and evaluate data
- Demonstrates Decision making skills by evaluating options accurately and establish priorities
- Ability to Create and send compliance communications as needed
- Ability to Research industry trends and governmental regulations
- Understands the overall business, operations, and bond/surety needs of the clients; anticipates when and how to respond.
develops and maintains dependable working relationships with carriers and other providers. - Understands and keeps informed on bond/surety industry developments and all products available.
- Has demonstrated the ability to build and Maintain effective relationships with clients to provide the best possible service on a timely basis.
- Self direct and performs at a high level
- Demonstrates critical thinking skills with the ability to identify and evaluate data
- Demonstrates Decision making skills by evaluating options accurately and establish priorities
