Bond Assistant

Responsibilities

• Assisting existing bond processors with daily needs
• Preparing and processing new bond requests using agency or carrier systems
• Processing endorsements and cancellations
• Reviewing bonds for completeness and accuracy
• Communicating with clients, underwriters and internal staff to obtain required information and documentation to support bond transactions
• Maintaining and updating client records and bond files in the agency management system
• Respond to client inquiries via phone and email in a timely, professional manner
• Support Account Executives and Account Managers with administrative tasks, as needed

Requirements

• 2+ years of customer service or administrative experience preferred
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• High attention to detail and accuracy in documentation
• Ability to work independently and as part of a team
• Proficient in Microsoft Office (Outlook, Excel, Word)

Benefits

Additional Information

The Cross Family of Agencies welcomes you. We need your talent and expertise. Position Summary: Local surety agency is looking for a Bond Assistant to support Account Executives and Account Managers with administrative and customer service tasks. This position plays a key role in supporting the day-to-day operations of our surety bond department. The bond assistant will be responsible for processing bond requests and maintaining client records. The ideal candidate is detail-oriented, organized and comfortable working in a fast-paced environment where accuracy and responsiveness are essential.

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