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Insurance Bonding Specialist

POSITION SUMMARY

  MAJOR JOB RESPONSIBILITIES

  • Assist new and existing customers with their bonding needs
  • Manage portfolio of small contractor bond program business
  • Issue bid bonds, letters of intent and performance & payment bonds
  • Calculate and book premiums on these bonds
  • Resolve customer questions and offer solutions to contractor and commercial oriented clientele
  • Facilitate process involved with the Small Business Administration (SBA) bond program
  • Schedules & attends meetings between client and surety as needed.
  • Enters new prospects, received via phone, email, or referral into system and sets up activity follow-ups, directed to QM.
  • Gathers client and surety obligation information to support preparation of submissions to surety underwriting                                                                                                          

 

SUPERVISORY RESPONSIBILITIES

       None

 

  EDUCATION 

  • Bachelor degree preferred

      

  WORK EXPERIENCE 

  • Minimum 3 years of experience in account management, customer service, or other related fields
  • Deadline and detail-oriented
  • Need to be extremely well organized
  • Familiarity with windows based software
  • Ability to build rapport with clients

 

  LICENSES AND/OR CERTIFICATES

           Property Casualty License

       

WORKING CONDITIONS

Work is performed in a normal office environment.  Noise levels are usually moderate. 

 

HAZARDS

The hazards are mainly those present in a normal office setting.             

 

This job description may not be all-inclusive.  Employees are expected to perform other duties as assigned and directed by management.  Job descriptions and duties may be modified when deemed appropriate by management.

 

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.

 


Why SB One Insurance Agency

In order to protect your assets properly you need to take a proactive approach. At SB One we strive to become your trusted advisor so you can make a financial decision as to whether you want to purchase coverage or not. We are in touch with our clients, numerous times throughout the year to review your exposures and to make sure there are no surprises when it comes to protecting your assets and employees.

Mission Statement

At SB One Insurance we strive to be your trusted advisor. We meet with our clients listen to their needs and develop a program to protect their assets. Our goal is for our clients to make a financial decision about insurance and not just look at the cheapest price. We show value to our clients because we know the more value, we can show them the less price will be a factor in their decision to hire us.

Our relationships with our clients, continues to grow with our proactive approach to their insurance program. By doing this we are able to make our clients, raving fans and true advocates of our agency.


Nearest Major Market: New Jersey