Junior Surety Bond Specialist

USI Insurance Services; Raleigh (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

USI Insurance Services in Raleigh seeks an entry-level Surety Services Assistant to support Surety Sales Executives and Account Managers in servicing commercial lines surety clients.

The role handles endorsements, renewals, bond requests, and document preparation, while maintaining client files with accuracy in MS Office and agency systems. A college degree is preferred; license expectations vary by office.

Qualifications

• Entry level-position. General office/clerical experience preferred.
• College degree preferred.
• Must hold or obtain Property & Casualty insurance license within agreed upon timeframe.
• Must have notary license or willing to obtain within an agreed upon timeframe (varies by office).
• Detail oriented with strong customer service skills.
• Must be comfortable with internet-based programs and Microsoft Office products.
• Resourceful, eager to learn new concepts, and further professional development.
• Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
• Ability to work in a team environment.
• Open to feedback and coaching.

Responsibilities

• Provide internal assistance to Surety Account Manager.
• Process endorsements, including ordering from carriers, verifying accuracy, and deliver to client.
• Participate in basic client services. Prepare new bond requests and process renewal requests.
• Assist with Bid/Final bonds requests in management system, as directed.
• Process various documents such as policy audits, cancellations, and reinstatements.
• Create/update excel or work documents, when requested.
• Assist in invoicing documents and resolution of accounting issues.
• Keep clients informed of request status, as directed.
• Maintain client files accurately and consistently.
• Maintain a high degree of accuracy in agency management and document management systems. Adhere to ImageRight workflows.
• Maintain carriers Power of Attorney, as directed.
• Obtain bond numbers from carriers and load into management system.

Skills

Customer service

Detail oriented

Teamwork

Communication

Time management

Education

College degree preferred

Tools

Microsoft Office

CRM software

Job description

USI Insurance Services in Raleigh seeks an entry-level Surety Services Assistant to support Surety Sales Executives and Account Managers in servicing commercial lines surety clients.

The role handles endorsements, renewals, bond requests, and document preparation, while maintaining client files with accuracy in MS Office and agency systems. A college degree is preferred; license expectations vary by office.