Technical Assistant, Surety

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

Department: Surety

Job Summary

The Technical Assistant is responsible for providing administrative and technical support to the Surety Department. As directed, handle administrative and technical assignments, including but not limited to preparation of surety related documents, working within the WorkSmart document management systems and Sagitta. Processing of bonds, invoicing and other duties as assigned.

Principal 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
• Ability to 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

Other Functions:

• Ability to 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

Requirements

• Bachelors 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
• Other insurance designations deemed appropriate
• 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
• Ability to type accurately and efficiently
• 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.

Specialized Knowledge and/or Licenses

Property and Casualty Producer License, where required

Working Conditions

Individual will work in a professional office environment with a moderate noise level. Able to work flexible hours and travel to other Conner Strong offices, as directed.

Salary for this position ranges from $26.00 - $30.00. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.

Conner Strong & Buckelew is an equal opportunity employer. It is Conner Strong & Buckelew’s policy to grand equal employment opportunities to all qualified persons without regard to race, sex, religion, age, national origin, creed, marital status, color, citizenship, sexual orientation, physical or mental disability, veterans’ status or any other characteristic protected by the law. Conner Strong & Buckelew provides equal opportunities in employment, promotion, wages, benefits and all other privileges, terms and conditions of employment. It is Conner Strong & Buckelew’s policy to make reasonable accommodations for the disables that do not impose an undue hardship on Conner Strong & Buckelew.

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Must be authorized to work in the United States on a full-time basis without Company sponsorship.

Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.