Surety Admin & Documentation Specialist

Conner Strong & Buckelew

Camden (NJ)

On-site

USD 74,501,000 - 85,962,000

Full time

5 days ago
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Job summary

Conner Strong & Buckelew is seeking a Technical Assistant to provide administrative and technical support to the Surety Department. Responsibilities include document management in WorkSmart, Sagitta, processing bonds and invoicing, and handling client communications.

The role requires a detail-oriented individual capable of multitasking in a fast-paced environment, with a Bachelor’s degree or equivalent experience and a P&C license or the ability to obtain one.

Qualifications

  • Bachelor's degree preferred or equivalent work experience.
  • P&C license (or obtain post hire) preferred.
  • Notary certification within first 3 months of employment.
  • Detail oriented with ability to multi-task in fast paced environment.
  • Willing to work overtime/flexible hours if/when required.
  • Excellent interpersonal, analytical, written and verbal communication skills.
  • Proficient in Microsoft Word, Excel and PowerPoint.
  • Ability to type accurately and efficiently.
  • Authorized to work in the United States on a full-time basis without Company sponsorship.

Responsibilities

  • Manage mail in Document Management System (WorkSmart).
  • Provide assistance with working and maintaining monthly surety bond renewals.
  • Maintain Client files to company standards in Sagitta.
  • Handle phone, mail, walk-in customers and other administrative support for Surety Department.
  • Prepare, type, and compose professional business correspondence.
  • Assist team with accounts receivable management on a bi-weekly basis.
  • Reporting of bonds to surety companies and invoicing/billing.
  • Follow up on requests with clients and carrier underwriters.

Skills

Detail oriented
Written and verbal communication
Analytical skills
Interpersonal skills

Education

Bachelor's degree or equivalent
P&C License (or obtain post hire)
Property and Casualty Producer License

Tools

Microsoft Word
Excel
PowerPoint

Job description

Conner Strong & Buckelew is seeking a Technical Assistant to provide administrative and technical support to the Surety Department. Responsibilities include document management in WorkSmart, Sagitta, processing bonds and invoicing, and handling client communications.

The role requires a detail-oriented individual capable of multitasking in a fast-paced environment, with a Bachelor’s degree or equivalent experience and a P&C license or the ability to obtain one.

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