Bond Account Assistant

GENERAL SUMMARY:

The Bond Account Assistant is responsible for contributing to all support tasks associated with contract and commercial surety bonding, while requiring a moderate amount of supervision.

PRIMARY RESPONSIBILITIES:

• Understanding of general suretyship.
• Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and coworkers resulting in a rate of account retention that meets or exceeds expectations.
• Promptly responds and takes action to facilitate client requests for bid/final bonds, information, and general bond-related inquiries.
• Assists with gathering information needed to set up and maintain contract bond programs.
• Assists with gathering information needed to write and service commercial bonds for clients.
• Utilizes surety websites/portals to independently service a high volume of accounts.

KNOWLEDGE, SKILLS, & ABILITIES:

• Exceptional verbal and written communication skills.
• Quality Management - demonstrates attention to detail
• Advanced organizational leadership skills required.

EDUCATION, LICENSES AND EXPERIENCE:

• High School diploma or equivalent required; Associates degree or higher preferred.
• Valid Oklahoma P&C Insurance License.
• Experience with Construction and/or Accounting & Finance is preferred but not required.
• Completion of NASBP Contract and/or Commercial Surety School Level 1 preferred.
• 1 + years of surety experience.
• Valid Driver's License.