24629 Surety Acct Rep - CHARLOTTE

General Description:  Assist Surety Sales Executives and Account Manager in servicing and retention of Commercial clients. Works to ensure client retention goals are met by responding promptly to requests from Sales Executives and Account Manager. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities:

• Participate in basic client services such as preparing new bond requests, processing renewal requests timely and accurately; assist with Bid/Final bonds requests in management system, as directed.
• At the Account Manager’s direction, order various endorsements from carriers, confirm changes to client, follow-up for receipt of endorsements, verify their accuracy and deliver to client with appropriate correspondence.
• Process various documents such as policy audits, cancellations and reinstatements.
• Copy/scan/file documents, when requested.
• Create/update excel or work documents, when requested.
• Assist in invoicing documents.
• Assist in resolution of accounting issues.
• Keep clients informed of status of any request, as directed.
• Adhere to ImageRight workflows.
• Maintenance of each carrier’s Power of Attorney, as directed.
• Obtaining bond numbers from carriers and loading into management system.
• Other projects, as needed by Producer or Account Manager.

Knowledge, Skills and Abilities:

• High School Graduate. General office/clerical experience
• Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe (varies by office)
• Notary license required or willing to obtain within an agreed upon timeframe.
• Good interpersonal skills and ability to work in a team environment.
• Must have great customer service skills and attention to detail with high quality standard.
• Must be comfortable with internet based programs as well as knowledge of Microsoft office products.
• Eager to learn new concepts and further professional development. Expected to further industry experience through courses with intent to pursue an industry designation.
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Ability to work in a team environment.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.