Surety Bond Account Coordinator - Commercial Lines - Assured Partners

Overview

The Surety Account Coordinator assists the Account Executives, Account Managers and Producers by processing work associated with surety bond accounts and handling department related tasks, such as electronic filing, drafting correspondences and applications, setting up for and providing real-time scheduling support for either virtual, teleconference or in-person meetings, maintaining client/contact database, submitting for and obtaining results from underwriters, reporting results to appropriate people or companies, and logistical support for on-time delivery and billing of bonds.

The Ideal Candidate

• You enjoy problem solving with customer-service minded solutions
• Teamwork is part of your DNA
• You have great communication skills (verbal & written)
• Your computer skills are top-notch, and you learn new programs with relative ease

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

• Enters data accurately into various system applications, online portals, and fillable forms.
• Follows company guidelines and departmental SOPs with precision
• Scans/Uploads files into appropriate folders and document management systems, maintaining the organization and integrity of the files by utilizing standard naming conventions
• Composes routine correspondence and e-mails
• Assists service staff with bond holder and carrier billing questions
• Assists service staff with policy entry and billing into agency management system (EPIC)
• Assists service staff and producers with special projects
• Assists in the editing of copy and assembly of folders for marketing purposes
• Schedules conference calls and books travel arrangements
• Runs credit reports and pulls D&B reports
• Coordinates with various office-related vendors
• Processes shipping labels
• Other duties as assigned.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

What You'll Need

• Advanced degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience
• Strong organization and communication skills
• Tech savvy; ability to learn multiple systems
• Comfortable with database management software; cloud-based software; spreadsheet software, such as Office 365, MS Word, Excel, and Outlook.
• Commitment to accuracy and thoroughness, and meets challenges with resourcefulness
• Insurance/Surety/Construction Industry Experience is a plus!

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!