Bond​/Surety Assistant

Location: City of Syracuse

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* Job Description:

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* Title:

Bond/Surety Assistant
**** Hybrid 3-4 days at our Syracuse, NY office.
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* Please note:

If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here:
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* About the Role:

** Responsible for implementation of and/or assisting with IOA Bond services activities, including:
Client service and communication; maintaining individual productivity, quality, and service levels; client Bond administrative processes, including renewals, new Bond set-up, riders/endorsements, cancellations/reinstatements, invoicing, LPRs, and Bond review; data management/entry; managing incoming correspondence; internal service and communication; professional development; identification of sales opportunities; and general office administrative support.
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* Key Responsibilities:

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* ** Technical Competence:
** Maintain technical competence and industry expertise.
* ** Client Service:
** Always deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
* ** Administrative Tasks:
** Ensure accurate and timely completion of all Bond-related administrative tasks, including new and renewal Bond processing, ordering and processing policy riders/endorsements, executing any Bond cancellations and reinstatements, and generating and submitting client invoicing.
* ** Correspondence and Financial Management:
** Assist with management of all incoming mail, faxes, and other correspondence. Order and ensure timely receipt of financials as directed. Execute accurate check requests to the Accounting department.
* ** System and Data Maintenance:
** Maintain agency management system, ensuring all data entered is complete, clearly presented, accurate, and up-to-date. Monitor and maintain pending action items (suspense), taking any necessary action to ensure completion within required time frames.
* ** Office and Client Support:
** Willingly assist in any general office support/administration when requested or assigned. Assist in preparation and distribution of client finance agreements. Correctly process Lost Policy Release (LPR) as directed.
* ** Performance and

Collaboration:

** Monitor individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required. Work effectively with 1099 sales personnel, seeking input and developing win-win solutions to any operations-related process, service, quality, or productivity issues.
* ** Continuous Improvement and Compliance:
** Continually seek to improve individual and team performance, including identifying, communicating, and adopting best practices. Comply with all company work rules, standards, and policies and procedures at all times.
* ** Professional Development and Relationship Building:
** Grow and maintain technical competence and industry/market knowledge. Ensure professional skills are continuously improved by actively participating in internal/external development opportunities. Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees.
* ** Champion IOA Values:
** Demonstrate integrity and leadership.
** Ideal Candidate

Qualifications:

*** 1+ years of professional or administrative experience in an office environment
* Required active licensing
* Exceptional customer service, administrative, communication, multitasking, and organizational skills
* Ability to perform large work volumes with high degrees of accuracy
* Proficiency in MS Office (Outlook, Word, Excel)
* High School Diploma (or equivalent)
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* What We Offer:

*** Competitive salaries and bonus potential
* Company-paid health insurance
* Paid holidays, vacations, and sick time
* 401K with employer match
* Employee stock plan participation
* Professional growth and career progression…