Responsible for detailed Surety bond/agency/processing transactions for one or more surety product lines or functional areas, which may align to a defined territory. May include; entering rates and new business, renewals, cancellations, endorsements, reinstatements, agency file set-up, licensing/appointment processing, power-of-attorney issuance, and resolving reconciliation problems as necessary – monitor agent/broker payments, bond release and general bond management.
Successfully partners and works well with team members and others .Interacts with all underwriting personnel and/or staff as necessary to provide assistance in various underwriting and support functions, may include but is not limited to: Contract/Commercial Bond and bid requests, bid entry, bid results, regulatory and compliance requirements, and Work-In-Progress schedules.
Services and responds to internal and external customer needs providing an exceptional customer experience. Assists customers with inquiries, answer questions and follows up to ensure customer satisfaction. Informs Surety Underwriters/Underwriting Officer, and/or designee of issues as appropriate
Understands agency management workflow processes requests, which may include but is not limited to; commissions, licensing and appointment requirements and validation, regulatory and compliance criteria, and Power of Attorney/seals. Understands rating plans and how to apply rates upon registration, and may assist with rate scenario entry.
Retrieves information relative to the execution of various bond /agency related documents with attention to detail and accuracy. Applies critical thinking and technical knowledge of Surety operations processing activities to complete assignments/tasks working within defined policies and procedures to optimize planned business results.
Performs general administrative office support duties which may include filing, mail, ordering supplies, payment of invoices, new-hire logistic set-up, procuring and set