Surety Client Associate I
Houchens Insurance Group, Bowling Green, KY, United States
Job Type
Full-time
Description 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 updating 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 the 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 Education and/or Experience 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.
Certifications Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization’s education plan.
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Description 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 updating 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 the 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 Education and/or Experience 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.
Certifications Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization’s education plan.
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