Critical Job Functions:

Process invoices, ensuring timely and accurate billing.

• Collaborate with accounting and markets to resolve any discrepancies that arise.
• Reach out to clients regarding overdue payments, maintaining good client relationships and ensuring payments are received.
• Process bond requests from clients ensuring all necessary information is gathered and submitted.
• Create presentations for clients, showcasing bond programs and options.
• Participate in client calls and meetings.
• Assist with developing prospects, expanding client base.
• Act as the lead broker for transactional surety accounts, managing the entire process from request to issuance.
• Contact underwriters to obtain approval for bond issuance

Please refer the Job description for details