Assist customers in identifying and providing for their bond needs
Work directly with the client, client advisors and Surety Company representatives in handling the execution of all types of surety bonds
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 of bid and final bond requests
Prepare bid and final bonds
Keep clients frequently updated on request status
Process final close-outs for premium audits
Process Billing Accounts Receivable follow up
Act as liaison with surety companies and maintain surety relationships
Act as liaison with clients and client staff
Assist Client Advisors & other team members
Prepare routine/follow-up correspondence – paper and electronic
File, draft, and/or send correspondence
Prepare overnight packages and receipts
Assist in mailings
Provide other administrative support, as directed

Attention to detail, strong proofreading skills and commitment to a high level of accuracy
Ability to work independently with a high degree of interaction with team members
Demonstrated effective written and verbal communication, including the ability to actively listen and problem-solve with minimal assistance
Excellent time management and prioritization skills
Ability to multitask and use discretion with sensitive information
Maintain a professional demeanor and positive attitude
Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position
Ability to author routine reports and correspondence
Fluent ability with Microsoft Outlook, Word and Excel
Ability to anticipate and solve practical problems or resolve issues
Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people
Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities
Excellent skills in reliability, initiative, and stress tolerance
Ability to use good judgment and foresight
High school diploma or equivalent required, some college preferred
3+ years prior experience in surety bonds required
Florida Property & Casualty insurance license required (2-20/4-40)
Prior bookkeeping/accounting or banking/insurance experience preferred

Senior Surety Bond Account Manager

Key skills