Office Assistant

1 month ago

Saint Petersburg, United States Bankers Financial Corp Full time
Job DescriptionJob Description

The Surety Division of Bankers Insurance Company offers unsurpassed service and quality to our agents. We are one of the largest providers to the Bail Bond industry and one of the fastest-growing providers of Contract and Commercial Bonds to businesses. Our knowledgeable and experienced staff of professionals share a vision of providing agents with superior customer service. Agents are full partners in our business. We grow, we succeed, and we profit together.

Our Core Values Include

Collaboration: working together is critical to achieving organizational goals.

Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service.

Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact.

Social Responsibility: we place charity and volunteer work at the core of our organization.

Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing.’

Company Value Statements

In the performance of their respective tasks and duties, all employees are expected to demonstrate the following:

  • Acting with the highest level of honesty, trust, character, and transparency.

  • Making a unified effort to achieve the goals of the organization; embracing accountability for exceptional performance every day.

  • Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders.

  • Approaching every challenge with creative energy, discovering unique solutions to maximize success; focusing on creating and delivering compelling customer value.

  • Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community.

Summary/Objective

To provide support to the division of agency services by performing the following functions: Process data entry for executes, voids, and discharges; prep and distribute incoming mail; link documents in the Image Now system; run people searches; prepare and send faxes and memos; enter court dates; answer the bail queue (hotline) and make outgoing calls and handle special projects. Assistance to the teams by performing the following: Prepping and handling paperwork received for forfeitures, judgments, set-asides and discharges; email/fax various form letters.

Essential Functions:

  • Prep and distribute incoming mail, link, and archive documents into the Image Now system, prepare and distribute forfeiture/judgment documents, generate people searches, send faxes and memos. Execute court dates and process LA set-asides, and request additional proof on voids & discharges to be processed. Maintain the spreadsheet for incoming execution batches, BUF withdrawals, discharges, and voids. Craft labels and folders for agent’s mail-outs.

  • Reviewing and entering data on executed powers, manual voids and discharges into the Bail BSMS system.

  • Answer the Bail (hotline) extension to provide service to agents calling regarding their Agency. Transferring incoming calls to various associates within the department.

  • Capture supporting documentation for research projects, monthly mailouts of Accounts Receivable with discrepancy letters, year-end receivables, bi-annual no BUF incentives, and expired & missing powers reports. Misc. projects assigned by management.

Required Education and Experience

  • This position requires a High school diploma/GED.

Preferred Education and Experience

  • Oral and written communication skills.

  • 1-2 years of Office and computer skills.

  • Customer service-related experience.

  • Proficient with Alpha and 10 key processing.

  • Possesses the ability to plan effectively, stay organized, and handle multiple priorities while working independently.

The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as a comprehensive, complete or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time.

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