Remote Surety Accounts Associate

USI Insurance Services; United States; Remoto; USD 36.000 - 48.000; Tempo pieno

Descrizione del lavoro

USI Insurance Services remotely supports Surety Sales Executives and Account Managers in servicing commercial lines surety clients. The role emphasizes accuracy, client communication, and effective document handling within agency and management systems.

You will process endorsements and renewals, assist with bid/final bonds, prepare new bond requests, and help with invoicing and file maintenance while maintaining a high level of customer service.

Competenze

• Entry level-position. General office/clerical experience preferred.
• Diploma
• 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.

Mansioni

• 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.

Conoscenze

Detail oriented

Customer service

Teamwork

Internet-based programs

Microsoft Office

Formazione

Diploma

Strumenti

ImageRight

Descrizione del lavoro

USI Insurance Services remotely supports Surety Sales Executives and Account Managers in servicing commercial lines surety clients. The role emphasizes accuracy, client communication, and effective document handling within agency and management systems.

You will process endorsements and renewals, assist with bid/final bonds, prepare new bond requests, and help with invoicing and file maintenance while maintaining a high level of customer service.