Assistant Account Representative

SUMMARY





Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts.








ESSENTIAL DUTIES AND RESPONSIBILITIES





Executes a variety of bonds and analyzes bonds to ensure proper execution;





Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;





Gathers information for applications for specific bond types;





Submits new submissions to underwriters for approval;





Researches requests for information from underwriters;





Invoices all transactions, to include Over/Under runs, new bonds, endorsements, renewals, etc.;





Composes correspondence to insured and/or underwriters;



Creates letters, and other forms of correspondence;





Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);





Other duties as assigned.








QUALIFICATIONS


EDUCATION / EXPERIENCE





High school diploma or equivalent combination of education and experience





1-2 years related work experience;





Valid insurance license a plus





Encouraged to complete Career Path requirements as communicated by supervisor








SKILLS





Extremely efficient organization and prioritization skills





Ability to manage high levels of workload while adhering to company guidelines





Great problem solving and time management skills





Ability to multi-task and work in a fast paced environment





Excellent customer service skills, including telephone and listening skills





Ability to work within a team and to foster teamwork





Strong work ethic





Proficient in Microsoft Office Suite





Intermediate typing skills (30-35 wpm)











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