6 часов назад
Surety Client Administrator
60 000 - 80 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Surety Client Administrator (Insurance/Surety): Processing bond requests, PQ letters, account documentation, invoicing, renewals, and client service for surety accounts with an accent on document accuracy, compliance requirements, and communication with clients and underwriters. Focus on managing complex bond workflows, maintaining current receivables, and coordinating information for lines of credit and specific bond requests.
Location: San Diego, California, US; candidates local to San Diego are preferred. In-office training is required during onboarding, after which the work environment may be remote, hybrid, or in-office.
Salary: $60,000–$80,000 annually
Company
operates in the engineering and design industry.
What you will do
- Process bond requests, PQ letters, endorsements, consents, renewals, closing activities, and related surety documents.
- Obtain approvals, communicate approval conditions, and coordinate requirements with surety companies, underwriters, and clients.
- Manage department invoicing, monitor aging, and keep accounts receivable current.
- Maintain client records, control sheets, summary sheets, SuretyPro data, scanned mailouts, and fax documentation.
- Set up new accounts, process client kits, GIAs, line sheets, and updates.
- Support marketing and new business activities, answer account questions, and provide backup across the Surety department.
Requirements
- High school diploma.
- Strong written and verbal communication, editing, organization, multitasking, and attention-to-detail skills.
- Ability to handle confidential information, understand complex issues, and develop proactive solutions.
- Local availability in San Diego is currently required for hiring, with in-office onboarding training.
- Experience in insurance and surety is ideal but not required.
Nice to have
- At least one year of industry experience.
- Licensed Notary credentials.
- Experience as a Surety Senior Client Administrator or Client Manager.
Culture & Benefits
- Training and resources are provided to support the required responsibilities.
- Work environment can be determined with the team member after onboarding: remote, hybrid, or in-office.
- Emphasis on accountability, continuous learning, teamwork, and exceptional service.
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