Department: Bond Department
Reports to: Vice President Surety Underwriting

Position Overview

Primary customer liaison in the bond underwriting department. Assists and relieves underwriters of administrative and clerical work.

Essential Duties & Responsibilities

• Prepare endorsements by running a new credit report for every request for increase.

• Perform clerical duties, i.e. sort and distribute mail to appropriate underwriter via imaging and hardcopy, if appropriate, and filing of Bond Material in office filing system.

• Process checks – approve and send to accounting to apply.

• Process Agency business (Excel spreadsheet) and payments.

• Process credit card payments for clients over the phone.

• Process new applications from online site, email, fax, and U.S. Mail.

• Enter applications into ISI System.

• Run credit reports.

• Follow-up with customers regarding missing information on applications and/or missing documents to process applications.
• Answer customer questions regarding the process for obtaining bonds; provide quotes to customers, provide applications via telephone and email.
• Run monthly, weekly and daily reports.
• Generate renewal notices, past dues, receipts, restriction and joint control notices.
• Follow-up tasks for annual accounting notices.
• Review Annual Accountings to compare the estate assets to the bond amount and review for suspicious transactions.
• Notarize bonds and mail or email to the customer.
• Process Collections List – open each bond and update status (open/closed); send collection letters and prepare file to send to collection agency.
• Call probate court to obtain status of estate/bond when online records are not available.
• Process non-renewal list for cancellations.
• Review collateral list to ensure all collateral is received and entered into ISI.
• Manage Surety company office supply inventory.
• Any other duties as assigned.

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Problem Solving
• Technical Skills – assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills.
• Customer Service – manages difficult or emotional customer situations; responds promptly to customer needs; responds to requests for service and assistance.
• Interpersonal – focuses on solving conflict, not blaming; remains open to others' ideas and new ways of approaching work.
• Oral & Written Communication – speaks and writes clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.
• Teamwork – balances team and individual responsibilities
• Quality Management – looks for ways to improve and promote quality; demonstrates accuracy and thoroughness.
• Diversity – shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes a harassment-free environment.
• Ethics – treats people with respect; keeps commitments; inspires the trust of others; works with integrity; upholds organizational values.
• Adaptability – adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change.
• Attendance/Punctuality – arrives to work, meetings and appointments on time.
• Dependability – follows instructions, responds to management direction; keeps commitments; commits to long hours of work when necessary to reach goals.
• Initiative – volunteers readily; undertakes self-development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
• Innovation – displays original thinking and creativity; meets challenges with resourcefulness; generates suggestions for improving work.
• Judgment – displays willingness to make decisions; exhibits sound and accurate judgment; includes appropriate people in decision-making process.
• Motivation – sets and achieves challenging goals; demonstrates persistence and overcomes obstacles; measures self against standard of excellence.
• Professionalism – approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.

Qualifications