Account Executive Surety Bonds

REPORTS TO:         Service Team Leader/ Finance & Operations Manager
 
JOB PURPOSE:       To ensure the proper fulfillment of bond requests while maintaining strict standards.  Collaborate with the service team in the timely preparation of bonds for contracting customers.
 
Performance Standards and Responsibilities
 
Technical

• Accurately prepare bonds, other reports and related paperwork as required
• Accomplish all tasks as assigned or requested for successful completion of the mission of Centennial Surety Associates, Inc.
• Provide analysis of clients Financial Statements
• Ensure that bonds are uploaded to the Hudson Citrix system
• Setup producers and sub-producers for Hudson/PRS
• Maintain discipline and compliance of procedures related to bonding ethics
• Maintain quality standards of the issued bonds
• Prepare shipment/delivery of finished goods to customers
• Perceive problem

• Apprise supervisor of issues related to performance including delays, which could cause bonds from being issued in the allotted time

• Consult with producers on the fulfillment of bond requests
• Assist and/ or negotiate Lines of Credit with Surety underwriters
• Promote relationships with “point of contact” individuals at clients or Sureties 
• Maintain relationships with key accounts
• Attend meetings with clients and Sureties under the direction of Producers
• Oversee and maintain responsibility for work delegated to Administrative Assistant including routine clerical functions and bond preparation

• Relate to staff members and workers in an ethical manner
• Attend training to develop relevant knowledge, techniques and skills
• Flexibility in work schedule to accommodate immediate needs       
• Other functions as deemed necessary to complete job requirements

• Experience, Competencies and Education

• Language Skills

• Financial Analysis Skills

• Reasoning Ability

•  Accomplishment of assigned tasks