Surety Service Associate
4 weeks ago
Key Responsibilities:
- Process audits, order loss runs, and generate loss summaries.
- Establish and communicate schedules.
- Open and distribute mail.
- Show proficiency in utilizing resources and software to generate reports and other requested information.
- Invoice premiums related to clients.
- Complete daily, weekly, and monthly reports, as assigned.
- Research and resolve policy discrepancies.
- Monitor real-time call arrival patterns to ensure satisfactory service levels.
- Keep manuals and carrier information up to date and retain knowledge of carrier and industry changes.
- Retrieve information from carrier websites, as required, and keep our Client Management system up to date.
- Maintain production goals for completing work, while maintaining high quality.
- Support service and production teams in reaching overall agency revenue and retention goals.
- Maintain up-to-date knowledge of departmental systems, related technology, and policies and procedures.
Requirements:
- High school graduate or equivalent.
- Strong organizational skills.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Property and casualty insurance license.
- Experience with bonds.
About McGriff Insurance Services:
McGriff Insurance Services is a diverse workforce and an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. We are a Drug-Free Workplace and are committed to providing a safe and inclusive work environment for all employees.
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