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Client Specialist - Surety - Tampa, FL


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Client Specialist - Surety

DUTIES AND RESPONSIBILITIES:
Services existing/assigned clients based on Company standards, including, but not limited to, the following:
Preparation of all types of bonds; including, but not limited to bid, final, miscellaneous and court.
Preparation of Consent of Surety, Prequalification Letters, Riders, and other documents required by clients.
Run expiration lists and update records according to client's wishes.
Process billings in a timely manner.
Maintain accurate electronic bond files as well as financial files.
Invoice and maintain account receivables/payables.
Preparation of General Indemnity Agreements/Bond Applications.
Handle countersignature requirements, as needed.
Provide surety technical advice and support to non-surety personnel.
Coordinate with clients for receipt of pertinent underwriting information, as needed.
Confirm that bonds are issued in compliance with surety lines of credit. Help to negotiate approvals for execution of bonds that are outside of / in excess of surety line of credit or broker authority.
Comply with Business Process Guidelines and Signature Service Standards.
Maintain appropriate Producer Licen... View Full Description
Client Specialist - Surety

DUTIES AND RESPONSIBILITIES:
Services existing/assigned clients based on Company standards, including, but not limited to, the following:
Preparation of all types of bonds; including, but not limited to bid, final, miscellaneous and court.
Preparation of Consent of Surety, Prequalification Letters, Riders, and other documents required by clients.
Run expiration lists and update records according to client's wishes.
Process billings in a timely manner.
Maintain accurate electronic bond files as well as financial files.
Invoice and maintain account receivables/payables.
Preparation of General Indemnity Agreements/Bond Applications.
Handle countersignature requirements, as needed.
Provide surety technical advice and support to non-surety personnel.
Coordinate with clients for receipt of pertinent underwriting information, as needed.
Confirm that bonds are issued in compliance with surety lines of credit. Help to negotiate approvals for execution of bonds that are outside of / in excess of surety line of credit or broker authority.
Comply with Business Process Guidelines and Signature Service Standards.
Maintain appropriate Producer License.
Maintain Notary Public designation.
Maintain Power of Attorney appointments with major surety markets.
Maintain proficiency on all computer technology required and update periodically. This includes: Bridge and Lotus Notes.
Supervise/train Client Service Associate(s), as necessary.
Perform work/duties as requested

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