Agency Specialist

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As Agency Specialist, you play a crucial role in ensuring smooth operations within agency support, billing/accounting, and bond types/forms creation departments.

This position requires meticulous attention to detail, excellent communication skills, and the ability to handle multiple responsibilities efficiently.

The primary focus is to provide vital support to all departments and our customers while ensuring adherence to the company’s established practices, policies, and procedures.

Key Accountabilities/Deliverables:
 

Agency Support:


* Monitor Surety Support inbox for agency inquiries, providing prompt and courteous assistance.


* Collaborate with other departments to resolve appointment-related issues and inquiries.


* Manage agency appointments, ensuring all necessary documentation is completed accurately and in a timely manner.


* Maintain agency databases and records, keeping them updated with the latest information and changes.


* Manage mailing of onboarding office supplies to agency partners.


* Replenish office supplies for agency partners as needed.


* Support sales efforts through lead generation.


* Prepare and distribute regular reports to sales representatives and underwriters regarding agency partners appointments.


* Assist in creation of marketing brochures.


* Perform and manage Power of Attorney filings for agencies.

Billing/Accounting Backup:


* Monitor Surety Accounting Inbox for accounting/billing inquiries, providing prompt and courteous assistance.


* Answer incoming phone calls, process phone payments, etc.


* Process and post billing transactions (payments, refunds, write offs, etc.) accurately and efficiently.


* Manage lockbox activities, including the collection, processing, and reconciliation of payments received via lockbox services.


* Maintain agency bill and direct bill statements.


* Ensure accuracy and timeliness on commission returns.


* Prepare, review, and distribute aged receivable reports to branch offices.


* Management of internal collections for non-cancellable bonds.


* Collaborate with other departments to resolve accounting-related issues and inquiries.

Bond Types/Forms:


* Assist with researching and locating required bond forms.


* Formatting and/or recreating forms for system implementation.


* Collaborate closely with Bond Type Administration Group on any issue that arises during testing/implementation of various bond types.


* Database Management: Utilize database systems to maintain bond type information, ensuring data integrity.


* Create and maintain state rate cards.


* Assist Bond Type Administration Group with bond type rollout in Production environment.

Other Responsibilities:


* Collection and distribution of physical mail.


* Assist in researching lead generation for support sales efforts.


* Manage promotional items inventory and order/restock as needed.


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