<p>Billing Processing</p> <ul> <li>Enters new billings into database. </li><li>Enters and/or orders new bonds. </li><li>Calculates premiums on bonds. </li><li>Sets up billing for bonds. Compiles all information associated with a bond, validates the bond has been approved either by line of credit or an underwriter and processes billings daily. </li><li>As requested, may file Texas notary bonds. </li></ul> <p>Documentation and Underwriting Support</p> <ul> <li>Processes cancellations of and termination changes on existing bonds; reinstates cancelled items. </li><li>Processes simple adjustments of existing bonds by rider including increased and decreased bond amounts, date, general information and address changes. </li><li>Processes items from the approval list. </li><li>Processes FCRA letters. </li><li>Indexes new tasks in the underwriting queue. </li><li>Prepares legal documents including General Indemnity Agreement. </li><li>Sets up diaries. </li><li>Processes transfers and cancellations of the books of business for closed or delinquent agents. </li><li>Attends and participates in staff meetings as scheduled. </li><li>Supports underwriters on underwriting issues, documentation, compliance and billing. </li></ul> <p>Agent and Client Service</p> <ul> <li>Using an imaging workflow system, determines those items that need to be handled by an underwriter and forwards to the appropriate queue for action. </li><li>Notifies agents of underwriting requests and assures that information is received on a timely basis. </li><li>Creates records on Website for new accounts. Maintains Website information regarding approved requests, bond status and premium adjustments. </li></ul> <p>Qualifications</p> <p>Education and Experience: High School Diploma or equivalent plus 0-4 years of work experience in commercial bond underwriting and/or or a commercial bond department.</p> <p>Competencies: Excellent written and verbal communication skills; able to work well with diverse groups of peers; communicate positively and respectfully; provide excellent customer service to external and internal stakeholders; strong analysis and critical thinking skills; balance workload assignments within time constraints; business acumen, and retain strict confidentiality.</p> <p>Experience with word processing, spreadsheets, and a working knowledge of Microsoft Office products preferred.</p> <p>Essential Functions:</p> <p>This associate must have a general knowledge of commercial bond industry, its customs and practices. They need to be able to keep track of details and use common software. They need to be able to analyze credit and follow processes and procedures consistently.</p>