Overview
This role supports the growth of revenue by assisting in the management of insurance bonding solutions and projects to meet client needs within a dynamic and expanding organization. The position serves as the primary support for account teams and acts as a point of contact for customers. Responsibilities include day-to-day support of Account Managers/Producers and helping to develop client relationships. Some insurance bonding/surety knowledge is required, with potential for additional insurance coursework.
Responsibilities
- Respond promptly to account team requests to resolve client issues and questions
- Assist in producing client proposals, analyses, and presentations as needed
- Support billing and receivable activities for specific accounts
- Establish, maintain, and update files, databases, records, and other account documents
- Interact with senior-level managers and clients
- Participate in client meetings and group presentations when applicable
- Review, prepare, and execute bonds
- Manage open item lists
- Monitor and update renewal action plans or strategies to ensure compliance
- Resolve client-related problems
- Adhere to professional standards and procedures to ensure quality service
- Perform miscellaneous job-related duties as assigned
Requirements
- Minimum of two years of business experience
- Experience with insurance accounting is a plus
- Detail-oriented with strong organizational skills
- Proficient in Microsoft Excel and Word
- Excellent communication skills and willingness to ask questions
Compensation & Benefits
- Hourly pay range: $21.35 - $28.85
- Pay range reflects experience, geography, and budget considerations
Equal Opportunity
The employer is an equal opportunity workplace committed to providing equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other legally protected characteristics.
Location
Not specified