Note: The job is a remote job and is open to candidates in USA. Rosenberg & Parker is a boutique surety broker specializing in serving large publicly and privately held companies. As a Surety Analyst on our Universal team, you will support clients and surety companies with transactional contract and commercial bonds by processing activities and delivering best-in-class customer service.
Responsibilities
- Process and manage clients' surety bond needs by reviewing contracts, facilitating information exchange between clients and underwriters, securing approvals, and issuing bonds
- Deliver top-tier customer service by communicating with clients and underwriters
- Handle all administrative aspects of bond issuance, modifications, renewals, cancellations, invoicing, and database management
- Review incoming bond applications for completeness and accuracy and enter data into processing systems
- Organize and maintain electronic bond documents
- Serve as liaison for updates and inquiries; coordinate with underwriters to address any issues
- Process endorsements and renewals; document changes accurately and inform relevant parties
- Ensure compliance with company policies and industry regulations
- Conduct quality checks to resolve discrepancies in documentation
- Set and achieve work goals; ensure thorough and accurate task completion
- Support accounting with billing issue resolution
- Maintain expertise in surety terms and procedures; may train and mentor junior analysts
- May independently manage select client programs
- Other duties as assigned
Skills
- High school diploma or equivalent
- 2+ years of related insurance experience and/or training, with a preference for surety experience in a support capacity
- Strong customer service skills, with the ability to communicate clearly and handle issues professionally
- Strong attention to detail, problem-solving and decision-making abilities, and thorough follow-through
- Energetic self-starter able to prioritize, multi-task, work independently, and handle multiple responsibilities
- Excellent organizational and file-documentation skills, with a collaborative approach
- Proficiency with Microsoft Office and willingness to learn proprietary systems
- College degree preferred
- Prior experience handling transactional contract or commercial bonds preferred
Company Overview