Commercial Bond Specialist
2 days ago
We are seeking a highly motivated and experienced Commercial Bond Specialist to join our team. The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.
About Alera Group, Inc.Alera Group, Inc. is a leading provider of insurance and financial services. Our company values expertise, teamwork, and innovation, and we are committed to delivering exceptional results for our clients.
Key Responsibilities- Client Service:
- Handle client service requests and all activities involved with bond products;
- Be proactive and anticipate the needs of the client and the Risk Management Advisor while providing exceptional and distinctive service;
- Participate in special assignments as requested by management;
- Travel and participate in client meetings as needed;
- Help develop and train other team members as needed;
- Perform audits to review for quality of Bond Department processes and work standards;
- Technical:
- Ability to read financial statements;
- Understanding of construction bid requirements and specifications;
- Maintain current knowledge & demonstrate efficient use of our client management systems resulting in compliance with minimum service level standards;
- Timely management of correspondence as required by department, including email and client document management system;
- Seize opportunities to further personal and professional development;
- Support team by building strong relationships and sharing knowledge and useful techniques;
- Marketing & Negotiating:
- Build and maintain relationships with surety underwriters by creating a professional and complete submission;
- Maintain knowledge of markets and carrier appetites;
- Exhibit skills necessary to negotiate desirable outcomes by anticipating carrier perspective;
- Personal Attributes:
- Strong verbal and written skills including the ability to present and express surety concepts to non-industry personnel in layman's terms;
- Ability to shift focus and manage time in order to prioritize workload and to meet time-sensitive deadlines;
- Lead by example;
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