Managing bond issuance processes at L. Calvin Jones, an independent insurance agency serving various industries. Ensuring compliance and timely service to clients and underwriters.
Responsibilities
Fully understand internal protocols for the bond issuance process from initial client notification through completion.
Accurately follow notation and data entry procedures in both Bond Wizard and ImageRight.
Execute requested bonds and prepare supporting materials as needed.
Maintain up-to-date knowledge of all surety companies, their underwriters, books of business, operating territories, capacity, and underwriting appetites.
Review and update internal client information stored on the shared bond drive, including awareness of each client’s credit program limits.
Demonstrate a foundational understanding of the commercial and contract surety industry.
Understand how surety underwriters evaluate corporate financial statements.
Identify required documentation to maintain a complete contract surety file.
Read and interpret contractor work-on-hand project schedules.
Provide weekly status reports summarizing key activities, accomplishments, and completed tasks.
Perform other duties as assigned.
Requirements
Prior experience in bond processing, surety operations, or insurance operations preferred.
On-the-job training and mentorship will supplement formal experience.
Coursework or pursuit of professional designations such as AFSB (Associate in Fidelity and Surety Bonding) is encouraged.
Familiarity with surety bond terminology, processes, and industry practices.
Proficiency with Bond Wizard, ImageRight, Applied Epic and shared drive file management.
Excellent written and verbal communication skills.
Strong organizational skills and the ability to manage time effectively.
Proactive mindset with a willingness to learn through hands-on training, collaboration with industry underwriters, and self-directed study.
Benefits
Competitive Compensation
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
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