AssuredPartners

Surety Account Coordinator - CL

Job ID
2021-7761
# of Openings
1
Category
Commercial Lines Service
Office Location
2361 Highway 36W
Location : Location
US-MN-ST Paul

Overview

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

 

Summary:

The Account Coordinator assists the Account Executive or Account Representative with servicing, invoicing, and general administrative duties by processing work associated with contract surety or commercial surety unit. The Surety Account Coordinator will take direction from the AE with respect to issuance of bonds, bid results and/or payment follow-up, producer financial filing duties, and other duties/special projects as requested.

Responsibilities

Essential Duties and Responsibilities:

  • Follows company procedures with respect to all essential duties and responsibilities of the job. 
  • Ability to take direction from an AE/AM and execute the requested work in an efficient manner and reviews work for accuracy
  • Prepares and executes bonds and other documents for delivery to insured.
  • Follows work flow with regard to commercial bond execution, renewals, cancellations and riders.
  • Understands the elements of commercial surety new business brokering. (i.e. what information to gather from the client; what information the surety will be requiring; and also rating of a commercial surety bond)
  • Assists the AE with receivable collection including following for agency/direct bill receivables over 90 days.

Qualifications

Minimum Qualifications, Education and/or Experience:

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and accurately.                             
  • One-year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience.

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