Bond Assistant
About The Position
The Cross Family of Agencies welcomes you. We need your talent and expertise. Position Summary: Local surety agency is looking for a Bond Assistant to support Account Executives and Account Managers with administrative and customer service tasks. This position plays a key role in supporting the day-to-day operations of our surety bond department. The bond assistant will be responsible for processing bond requests and maintaining client records. The ideal candidate is detail-oriented, organized and comfortable working in a fast-paced environment where accuracy and responsiveness are essential.
Requirements
- 2+ years of customer service or administrative experience preferred
- Strong organizational and time-management skills
- Excellent written and verbal communication skills
- High attention to detail and accuracy in documentation
- Ability to work independently and as part of a team
- Proficient in Microsoft Office (Outlook, Excel, Word)
Responsibilities
- Assisting existing bond processors with daily needs
- Preparing and processing new bond requests using agency or carrier systems
- Processing endorsements and cancellations
- Reviewing bonds for completeness and accuracy
- Communicating with clients, underwriters and internal staff to obtain required information and documentation to support bond transactions
- Maintaining and updating client records and bond files in the agency management system
- Respond to client inquiries via phone and email in a timely, professional manner
- Support Account Executives and Account Managers with administrative tasks, as needed
Benefits
- medical
- dental
- vision
- 401(k) with match
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
