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Surety Account Coordinator

AssuredPartners

AssuredPartners

Surety Account Coordinator

Richfield, OH +1 location
Full Time
Paid
  • Responsibilities

    OVERVIEW

    COMPANY SUMMARY

    Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry. You can learn more about our career paths and support for DEI initiatives here: https://www.assuredpartners.com/Careers .

    JOB SUMMARY

    The Account Coordinator assists the Account Executive or Account Representative with servicing, invoicing, and general administrative duties by processing work associated with the contract surety or commercial surety unit. The Surety Account Coordinator will take direction from the Account Executive with respect to issuance and renewal of bonds, bid results and/or payment follow-up, producer financial filing duties, and other duties/special projects as requested.

    THE IDEAL CANDIDATE

    • You enjoy problem solving with great, customer-service minded solutions
    • Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path
    • You have great communication skills (verbal & written) and are dependable to get the job done

    If this sounds like you, we invite you to keep reading and apply!

    RESPONSIBILITIES

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    Please note that the duties below can vary based on the workflow of your local office.

    • Prepares and executes bonds and other documents for delivery to clients.
    • Follows workflow with regards to commercial bond execution, renewals, cancellations, and riders.
    • Ability to take direction from an AE/AM and execute the requested work in an efficient manner and reviews work for accuracy.
    • Capable of working in a fast-paced setting, and able to adjust to changing demands as needed.
    • Be able to review bid specifications along with requests from clients to execute bid bonds accurately and with no mistakes.
    • Gain an understanding of the elements of a financial file to be able to look at documents and e-file them properly within the clients financial file per established guidelines.
    • Gain an understanding of contract surety including bid, performance, payment bond, consents of surety and bid letters.
    • Other duties as assigned.
    • Travel is expected to be negligible in this role.
  • Qualifications
    • Advanced degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience
    • Strong organization and communication skills
    • Tech savvy; ability to learn multiple systems
    • Intermediate skills in Microsoft Office products
  • Industry
    Insurance
  • Locations
    Independence, MO • Richfield, OH
  • About Us

    AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

    Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.