Surety Operations & Admin Specialist

Conner Strong & Buckelew; Toms River (NJ); Hybrid; USD 36,000 - 41,000; Full time

Job summary

Conner Strong & Buckelew is hiring a Technical Assistant to provide administrative and technical support to the Surety Department. The role includes processing bonds, invoicing, maintaining client files in Sagitta, and managing documents in WorkSmart.

You will assist with bond renewals, respond to inquiries, and help with accounts receivable on a bi-weekly basis while upholding company policies and accuracy of data.

Qualifications

• Bachelor's degree preferred or equivalent work experience.
• P&C license (or obtain post hire) is preferred.
• Must be willing and able to obtain notary certification within first 3 months of employment.
• Detail oriented with ability to multi-task in fast paced environment.
• Ability to work overtime/flexible hours if/when required.
• Excellent interpersonal, analytical, written and verbal communication skills.
• Proficient in Microsoft Word, Excel and PowerPoint.
• Knowledge of Surety Management, Document Management and Agency Management Systems preferred.
• 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, including letters and memoranda.
• Assist team with accounts receivable management on a bi-weekly basis.
• Reporting of bonds to surety companies and invoicing/Billing, as directed.
• Follow up on requests with clients and carrier underwriters, as directed.
• Plan schedule and organize workload to meet deadlines established by Supervisor.
• Maintain WorkSmart Document Management System Client files to company standards.
• Adhere to Conner Strong & Buckelew policies, procedures and guidelines.
• Ensure accuracy of account data.
• Adheres to company policies, procedures and guidelines.
• Other duties, as assigned.

Skills

Administrative support

Detail oriented

Excellent communication

Multitasking

Customer service

Education

Bachelor's degree or equivalent experience

Tools

Sagitta

WorkSmart

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Conner Strong & Buckelew is hiring a Technical Assistant to provide administrative and technical support to the Surety Department. The role includes processing bonds, invoicing, maintaining client files in Sagitta, and managing documents in WorkSmart.

You will assist with bond renewals, respond to inquiries, and help with accounts receivable on a bi-weekly basis while upholding company policies and accuracy of data.