Surety Service Representative
Holmes Murphy, Waukee, IA, United States
Surety Service Representative
We are looking to add a Surety Service Representative to join our Surety team in Waukee, IA. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential responsibilities include: Prepares surety bonds as required per specifications and/or state statutes Carries out the workflow process to issue bid bonds including another team member verifying the bond is correct before sending out to the client Maintain current and accurate client information in the system, including main point of contact, addresses and surety provider to ensure high levels of client satisfaction Respond to daily client requests of bid bonds, performance and payment bonds, commercial bonds, renewals and endorsements, as well as accurately invoicing bonds and answering accounting questions Calculates bond premium by determining classification of contractors type of work Aids client executives in setting up new business by preparing general indemnity agreements, verifying client legal name and any other items to establish the account Qualifications include: Education: High school diploma; college degree preferred Experience: 3+ years' experience preferred, managing clients surety needs in a company or agency environment Licensing: Active property and casualty insurance agent license required, or the ability to acquire license within 3 months of hire Technical competencies: Understands and applies surety principles to consult with clients and meet their strategic needs. Contributes to workflows and processes, using agency systems to deliver a world-class client experience while adhering to compliance requirements. Fosters client relationships by understanding their business needs, prioritizing deliverables, managing status, and providing proactive solutions In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. Benefits include: Paid parental leave and supportive new parent benefits Company paid continuing education & tuition reimbursement 401k profit sharing Generous time off practices in addition to paid holidays Supportive of community efforts with paid volunteer time off and employee matching gifts to charities that are important to you DE&I programs Consistent merit increase and promotion opportunities Discretionary bonus opportunity Holmes Murphy & Associates is an equal opportunity employer.
We are looking to add a Surety Service Representative to join our Surety team in Waukee, IA. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential responsibilities include: Prepares surety bonds as required per specifications and/or state statutes Carries out the workflow process to issue bid bonds including another team member verifying the bond is correct before sending out to the client Maintain current and accurate client information in the system, including main point of contact, addresses and surety provider to ensure high levels of client satisfaction Respond to daily client requests of bid bonds, performance and payment bonds, commercial bonds, renewals and endorsements, as well as accurately invoicing bonds and answering accounting questions Calculates bond premium by determining classification of contractors type of work Aids client executives in setting up new business by preparing general indemnity agreements, verifying client legal name and any other items to establish the account Qualifications include: Education: High school diploma; college degree preferred Experience: 3+ years' experience preferred, managing clients surety needs in a company or agency environment Licensing: Active property and casualty insurance agent license required, or the ability to acquire license within 3 months of hire Technical competencies: Understands and applies surety principles to consult with clients and meet their strategic needs. Contributes to workflows and processes, using agency systems to deliver a world-class client experience while adhering to compliance requirements. Fosters client relationships by understanding their business needs, prioritizing deliverables, managing status, and providing proactive solutions In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. Benefits include: Paid parental leave and supportive new parent benefits Company paid continuing education & tuition reimbursement 401k profit sharing Generous time off practices in addition to paid holidays Supportive of community efforts with paid volunteer time off and employee matching gifts to charities that are important to you DE&I programs Consistent merit increase and promotion opportunities Discretionary bonus opportunity Holmes Murphy & Associates is an equal opportunity employer.