Assistant Account Representative

Colonial Group; California (MO); On-site; USD 42,000 - 65,000; Full time

Job summary

Colonial Group is seeking a detail-oriented customer service professional to support Producers and service teams in managing existing accounts. The role involves handling bond execution, client inquiries, and account reconciliation within a fast-paced environment.

Responsibilities include submitting submissions to underwriters, gathering information for bond types, invoicing transactions, and maintaining accurate data in the agency system.

Qualifications

• High school diploma or equivalent required.
• 1-2 years related work experience preferred.
• Valid insurance license a plus.
• Encouraged to complete Career Path requirements as communicated by supervisor.

Responsibilities

• Executes a variety of bonds and analyzes bonds to ensure proper execution.
• Reviews client accounting history, responds to inquiries, and helps with past-due collections.
• Gathers information for applications for specific bond types.
• Submits new submissions to underwriters for approval.
• Researches requests for information from underwriters.
• Invoices all transactions including overs/unders, new bonds, endorsements, renewals.
• Composes correspondence to insured and/or underwriters.
• Creates letters and other forms of correspondence.
• Maintains data standards and integrity in agency management system.
• Other duties as assigned.

Skills

Organization

Prioritization

Customer service

Teamwork

Work ethic

Microsoft Office

Typing speed

Education

High school diploma

1-2 years experience

Insurance license a plus

Career Path requirements

Job description

Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Executes a variety of bonds and analyzes bonds to ensure proper execution;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
• Gathers information for applications for specific bond types;
• Submits new submissions to underwriters for approval;
• Researches requests for information from underwriters;
• Invoices all transactions, to include Over/Under runs, new bonds, endorsements, renewals, etc.;
• Composes correspondence to insured and/or underwriters;
• Creates letters, and other forms of correspondence;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• High school diploma or equivalent combination of education and experience
• 1-2 years related work experience;
• Valid insurance license a plus
• Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

• Extremely efficient organization and prioritization skills
• Ability to manage high levels of workload while adhering to company guidelines
• Great problem solving and time management skills
• Ability to multi-task and work in a fast paced environment
• Excellent customer service skills, including telephone and listening skills
• Ability to work within a team and to foster teamwork
• Strong work ethic
• Proficient in Microsoft Office Suite
• Intermediate typing skills (30-35 wpm)

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