Surety Client Associate I

Franklin, NH - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Full-time

Description

60% Client Services

Provides daily support to Client Advisors and Bond accounts.
Assisting Client Advisors with requests and executing bonds
Maintaining bond lists and expiration information
Maintaining and update financial and underwriting information
Maintaining control on bid bonds
Processing renewals and cancellation requests.
Aiding in monitoring the account receivables and collections
Learning all Bond service standards and procedures.

20% File Management

Documenting all correspondence follow up for necessary financial updates at appropriate times
and keep the client files organized and up to date.
Assisting Client Advisor in maintenance of bond files

10% Teamwork

Works together with team and with other departments; this includes conferencing with Producers
and Client Advisors to discuss the execution of strategies. Manages PTO to work with
departmental needs. Volunteers to back up and/or assist others as needed.

10% Determination

Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program.

Requirements

Education and/or Experience

Bachelors degree from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Certifications

Must be able to obtain insurance licenses and designations as set forth by the organizations education plans.

Required Experience:

Full-timeDescription60% Client ServicesProvides daily support to Client Advisors and Bond accounts.Assisting Client Advisors with requests and executing bondsMaintaining bond lists and expiration informationMaintaining and update financial and underwriting informationMaintaining control on bid bonds...