Location: Texas (Bulverde | Addison | Fort Worth)
Job Summary:
This role supports clients by identifying and fulfilling their surety bond needs. The position works directly with clients, Client Advisors, and Surety Company representatives to execute all types of surety bonds.
Responsibilities- Maintain and update client financial and bond files
- Review contracts and bond forms, extracting relevant information
- Ensure accuracy of bid and final bond requests
- Prepare and issue bid and final bonds
- Provide timely status updates to clients
- Process final closeouts and premium audits
- Handle billing and accounts receivable followups
- Act as liaison between clients, internal teams, and surety companies
- Maintain strong relationships with surety partners
- Prepare routine and followup correspondence (paper and electronic)
- File, draft, and send correspondence and documentation
- Prepare overnight packages, receipts, and mailings
- Assist Client Advisors and other team members as needed
- Provide general administrative support as assigned
Job Requirements- Strong attention to detail with excellent proofreading skills
- Ability to work independently while collaborating with team members
- Effective written and verbal communication skills, including active listening and problemsolving
- Strong time management, organization, and prioritization abilities
- Ability to multitask and handle sensitive/confidential information with discretion
- Professional demeanor with a positive, serviceoriented attitude
- Ability to read, interpret, and apply insurance policies, contracts, and agency procedures
- Ability to prepare routine reports and professional correspondence
- Proficient in Microsoft Outlook, Word, and Excel
- Sound judgment, integrity, and ability to act with tact and fairness
- Ability to adapt to shifting priorities and deadlines
- Reliable, selfmotivated, and able to perform well under pressure
Education & Experience- High school diploma or equivalent required; some college preferred
- 5+ years of prior experience in surety bonds required
- Texas Property & Casualty insurance license required
- Prior experience in bookkeeping, accounting, banking, or insurance preferred
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Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
