Financial Services Representative

2 weeks ago

Miami, Florida, United States Acrisure Full time
Job Title:
Financial Client Services Representative

Job Summary:
This position will assist clients in identifying and providing for their bond needs. The role involves working directly with clients, producers, and surety company representatives to handle the execution of all types of surety bonds.

Key Responsibilities:
  • Maintain and update client financial and bond files
  • Receive and dispatch correspondence promptly
  • Review contracts and bond forms and extract relevant information
  • Ensure the accuracy of bid and final bond requests
  • Prepare bid and final bonds
  • Frequently keep clients updated on request status
  • Process final close-outs for premium audits
  • Act as liaison with surety companies and maintain surety relationships
  • Act as liaison with clients and client staff
  • Assist producers
  • Assist other team members

Requirements:
  • Prior experience in a professional office setting (minimum of 3 years)
  • High school diploma or equivalent required
  • Must hold Florida Property & Casualty insurance license or willing to obtain one within an agreed-upon timeframe (varies by office)

Preferred Qualifications:
  • Prior surety bond or insurance experience is highly desirable
  • Prior bookkeeping and/or accounting experience (desirable)
  • Prior customer service in banking or insurance (desirable)
  • Prior paralegal experience is desirable
  • College experience preferred

Technology Skills:
  • Proficiency in Microsoft Office 365 applications (Word, Excel, PowerPoint, Outlook, etc.) is required
  • Applied EPIC or similar agency management software experience is highly desirable, but not required
  • SurePath/Tinubu or similar surety bonding software experience, preferred but not required

Other Qualifications:
  • Attention to detail and commitment to a high level of accuracy
  • Able to work independently with a high degree of interaction with team members
  • Demonstrate effective written and verbal communication, including the ability to actively listen and problem-solve with minimal assistance
  • Demonstrate excellent time management and prioritization skills
  • Ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
  • Maintain a professional demeanor and positive attitude
  • Ability to pass a clerical assessment
  • Able to pass drug and background checks
  • Punctual
  • Good team skills, works well with colleagues and peers
  • Self-starter
  • Basic math skills
  • Strong organizational skills
  • Professional appearance

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work is performed in a temperature-controlled, non-smoking office
  • The noise level in the work environment is usually quiet to moderate
  • This position is NOT remote and requires work to be performed 'in office'

Benefits & Perks:
  • Competitive Compensation
  • Industry Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Offering hybrid work option
  • Opportunities for Growth
  • Parental Leave
  • Generous time away

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