Surety Bond Customer Service Representative - Saint Petersburg, United States - Acrisure

Acrisure

Verified Company

Saint Petersburg, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Job Title:
Surety Bond Client Service Representative

Agency/Platform:
Acrisure's Southeast Platform

Location:
St. Petersburg, FL

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.

We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years.

Our culture is defined by our entrepreneurial spirit and all that comes with it:
innovation, client centricity and an indomitable will to win.

Job Summary:
This position will assist customers in identifying and providing for their bond needs.

This position works directly with the client, Producers, and Surety Company representatives in handling the execution of all types of surety bonds.

Essential Duties and Responsibilities:
Operations administration

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 bid and final bond request
Prepare bid and final bonds
Frequently Keep client updated on request status
Process final closeouts 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

General Administration

Prepare routine/followup correspondence paper and electronic
File
Draft and/or send correspondence
Prepare overnight packages and receipts
Answer the telephone and respond to voice messages
Assist in mailings
Other administrative support, as directed
This description is not meant to be allinclusive and may be modified from time to time at the discretion of management._

Competencies:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience Required:

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)

Education and Experience Preferred:

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:

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 actively listen, and problem solve with mínimal 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
Selfstarter
Basic math skills
Strong organizational skills
Professional appearance

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Moderate stress due to regular deadlines and daily challenges
High finger dexterity while typing documents and forms
Occasionally lift 20 lbs.

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.