Surety Client Associate I
Houchens Insurance Group / Curneal Hignite Insurance, Nashville, TN, United States
Job Title
60% Client Services Provides daily support to Client Advisors and Bond accounts. Assisting Client Advisors with requests and executing bonds Maintaining bond lists and expiration information Maintaining and update financial and underwriting information Maintaining control on bid bonds Processing renewals and cancellation requests. Aiding in monitoring the account receivables and collections Learning all Bond service standards and procedures. 20% File Management Documenting all correspondence, follow up for necessary financial updates at appropriate times, and keep the client files organized and up to date. Assisting Client Advisor in maintenance of bond files 10% Teamwork Works together with team and with other departments; this includes conferencing with Producers and Client Advisors to discuss the execution of strategies. Manages PTO to work with departmental needs. Volunteers to back up and/or assist others as needed. 10% Determination Displays commitment and initiative to meet department and agency education goals as set forth in the organization's education program. Requirements Bachelor's degree from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Must be able to obtain insurance licenses and designations as set forth by the organization's education plans.
60% Client Services Provides daily support to Client Advisors and Bond accounts. Assisting Client Advisors with requests and executing bonds Maintaining bond lists and expiration information Maintaining and update financial and underwriting information Maintaining control on bid bonds Processing renewals and cancellation requests. Aiding in monitoring the account receivables and collections Learning all Bond service standards and procedures. 20% File Management Documenting all correspondence, follow up for necessary financial updates at appropriate times, and keep the client files organized and up to date. Assisting Client Advisor in maintenance of bond files 10% Teamwork Works together with team and with other departments; this includes conferencing with Producers and Client Advisors to discuss the execution of strategies. Manages PTO to work with departmental needs. Volunteers to back up and/or assist others as needed. 10% Determination Displays commitment and initiative to meet department and agency education goals as set forth in the organization's education program. Requirements Bachelor's degree from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Must be able to obtain insurance licenses and designations as set forth by the organization's education plans.