Surety Account Associate
4 days ago
An Account Associate assists Account Managers in meeting clients surety bonding needs. The employee must be detail focused and will be the day to day point person on assigned accounts. The position requires the employee to understand the clients' surety requests, interact with the respective carrier(s) and respond quickly to requests.
Essential Duties & Responsibilities
•Data entry experience as well as excellent interpersonal skills are a must. Competence in computer programs such as MS word, excel, and Adobe.
•With direction from the Account Manager, the Account Associate will review the clients' daily bonding needs, including receipt and execution of bond requests.
•Maintain ongoing communication with Account Managers and Account Executives to ensure a high level of customer deliverables.
•Manage all administrative service delivery functions including bond issuance, modifications, renewals and cancellations, invoicing, collections, file and database management, and other related activities.
Skills, Knowledge & Abilities
•Must be proficient in MS Office suite.
•Proficient in Adobe.
•Task and detail oriented.
•Team player with demonstrated communication and organizational skills
•Professional level of oral and written communication skills
Education & Licensing Requirements
•High school diploma or equivalent; college degree preferred
•Notary License a plus
•Home State P&C Insurance License required
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