Surety Account Representative

Description and Requirements

• General Description: Assist Surety Sales Executives and Account Manager in service and retention of commercial lines surety clients.

Responsibilities

• Provide internal assistance to Surety Account Manager.
• Process endorsements, including ordering from carriers, verifying accuracy, and deliver to client.
• Participate in basic client services. Prepare new bond requests and process renewal requests.
• Assist with Bid/Final bonds requests in management system, as directed.
• Process various documents such as policy audits, cancellations, and reinstatements.
• Create/update excel or work documents, when requested.
• Assist in invoicing documents and resolution of accounting issues.
• Keep clients informed of request status, as directed.
• Maintain client files accurately and consistently.
• Maintain a high degree of accuracy in agency management and document management systems. Adhere to ImageRight workflows.
• Maintain carriers Power of Attorney, as directed.
• Obtain bond numbers from carriers and load into management system.

Knowledge, Skills and Abilities

• Entry level-position. General office/clerical experience preferred.
• College degree preferred.
• Must hold or obtain Property & Casualty insurance license within agreed upon timeframe.
• Must have notary license or willing to obtain within an agreed upon timeframe (varies by office).
• Detail oriented with strong customer service skills.
• Must be comfortable with internet-based programs and Microsoft Office products.
• Resourceful, eager to learn new concepts, and further professional development.
• Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
• Ability to work in a team environment.
• Open to feedback and coaching.
• #LI-LT3
• #LI-Remote

Description and Requirements

• Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
• Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
• Industry-Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
• Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

• Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

Description and Requirements

• USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .