Account Associate, Contract Surety

How You Will Impact PLATFORM
The successful candidate will provide service excellence to our customers and insurance markets by servicing and maintaining the existing portfolio as well as pursuing new business. We are looking for professionals who want to join an exciting, fast paced environment with a strong learning culture and a focus on overall development.

How You Will Be Successful

• Act as support for Account Managers in coordination with the Producer or Account Executive
• Own and be responsible for meeting or exceeding client expectations of PLATFORM
• Execute prequalification, tender or final bonds, or other documentation as requested by clients
• Ongoing monitoring of “Requests” general mailbox for bond requests or client inquiries;
• Continuous monitoring of the Contract Bond Scheduler in Erlon, ensuring each bond/prequal status is amended in a timely matter;
• Secure bond approvals from underwriters;
• Adhere to Platform Policies & Procedures, Power of Attorney, Line of Authorities, or other authorities as provided by sureties or Platform;
• Ensure bonds are prepared and sent to clients within 24 hours of receipt;
• Ensure copies of bonds or documentation are sent to insurers;
• Coordinate with Account Manager to set up “Gold Seal” and other service programs, if applicable;
• Coordinate with Account Manager to set up clients on e-bonding portals and upload bonds to e-bonding portals, if applicable;
• Provide client access and assistance to the Platform portal(s)

Education, Experience, And Qualifications

• 1-3 years of construction and/or real estate insurance experience preferred
• Knowledge of Applied Systems EPIC Broker Management System is preferred
• Strong written and verbal communication skills
• Team orientation with strong interpersonal skills
• Possess excellent organizational skills and attention to detail

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