Client representative – Surety

Client representative – Surety

Requirements

• Proficiency in email, word processing, and spreadsheet software, with a strong emphasis on Microsoft Office (Excel, PowerPoint, Word, Internet Explorer, Outlook)
• 1-2 years of surety experience
• Strong verbal and written communication skills, with proven organizational skills and attention to detail
• Ability to work independently and within a team-based environment, demonstrating a willingness to learn new concepts and skills
• Results-oriented with a strong client service focus, capable of handling multiple priorities and deadlines in a fast-paced, dynamic environment.

Responsibilities

• Assist in day-to-day administration operations associated with issuing surety bonds, ensuring accuracy and timely issuance of client documentation including bonds, prequalification letters, renewal certificates, invoices, and endorsements.
• Work in partnership with client executives to ensure approval of bonds, including the collection of information and presentation to sureties and clients.
• Support in data management and maintenance, preparing bond costing for tenders and final bonds, including primary and prorated return/additional premium costing.
• Provide support in conducting primary and secondary research with client executives on behalf of clients, such as pulling bond liabilities reports and collecting financial information.
• Maintain proper records for reporting and audit purposes, ensuring all documents are current and correct, and managing an electronic file system for scanned bonds and email documentation.

Preferred Qualifications

• Strong organizational skills in prioritizing work, multitasking, and consistently meeting deadlines.
• Effective team player with the ability to navigate a corporate environment and communicate clearly, courteously, and professionally with clients and prospective clients.