Surety Administrative Specialist

Conner Strong & Buckelew; Georgia; Hybrid; USD 36,000 - 41,000; Full time

Job summary

Conner Strong & Buckelew's Surety Department seeks a Technical Assistant to deliver administrative and technical support, including document prep, DMS WorkSmart, and Sagitta usage. Responsibilities include bond processing, invoicing, and client communications in a fast-paced office.

The role requires detail orientation, multi-tasking, and proficiency with MS Word, Excel, PowerPoint. Some overtime and hybrid schedule may apply in a professional office setting.

Qualifications

• Bachelor's degree or equivalent work experience.
• Notary certification within first 3 months preferred.
• P&C license (or obtain after hire) preferred.
• Detail oriented with ability to multi-task in fast-paced environment.
• Proficient with MS Word, Excel and PowerPoint.

Responsibilities

• Manage mail in WorkSmart DMS.
• Assist with monthly surety bond renewals.
• Maintain client files in Sagitta per standards.
• Handle calls, mail, and walk-in customers; provide admin support.
• Prepare and type professional business correspondence.
• Assist accounts receivable bi-weekly.
• Prepare bond reporting and invoicing to surety companies.
• Follow up requests with clients and underwriters.
• Plan schedules to meet supervisor deadlines.
• Maintain WorkSmart client files to standards.
• Adhere to company policies and guidelines.
• Other duties as assigned.

Skills

Detail oriented

Multi-tasking

Interpersonal skills

Analytical skills

Typing accuracy

Surety management

Document management

Agency management

Education

Bachelor's degree or equivalent

P&C license (preferred)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Conner Strong & Buckelew's Surety Department seeks a Technical Assistant to deliver administrative and technical support, including document prep, DMS WorkSmart, and Sagitta usage. Responsibilities include bond processing, invoicing, and client communications in a fast-paced office.

The role requires detail orientation, multi-tasking, and proficiency with MS Word, Excel, PowerPoint. Some overtime and hybrid schedule may apply in a professional office setting.