What is your mission?

You will provide the best service to our partner brands by performing these tasks:

• Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer.
• Review bond requests to verify for accuracy and request any additional supporting documents from insured.
• Provides quality customer service to clients, team members, and carriers.
• Communicates with company personnel regarding the client's needs and/or issues.
• Maintains an accurate suspense system on all items that require a response.
• Fields phone calls from insureds regarding questions about their bonds, changes, additions, payments, cancellations etc.
• Responsible for scanning communications and documents.
• Input/maintain data on account management system and ancillary systems as required.
• Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts.
• Other reasonable duties as assigned.
  

Who are we looking for?

• At least 2 to 5 years of relevant work experience, preferably within the insurance industry.
• Proficiency in Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).
• Familiarity with Adobe software.
• Preferably knowledgeable with Epic Training and Carrier Website.
• Exceptional written and verbal communication abilities.
• Superior customer service skills and the ability to solve problems effectively.
• Comfortable working in a team environment.
• Strong organizational skills.
• Ability to handle multiple demands and projects, with skills in prioritizing and delegating tasks.
• Detail-oriented self-starter.