Bond Account Manager Trainee

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Bond Account Manager Trainee for our Corpus Christi, TX office.

The Bond Account Manager Trainee provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our bond accounts.

Essential Tasks :

• Provide exceptional customer service and support to clients throughout the surety bond process
• Collectively or independently markets and processes bond requests for small and mid-level commercial accounts
• Obtain familiarity with online surety programs and company websites / portals
• Provide invoices and statements to clients and review weekly accounts receivables to ensure timely payment on outstanding invoices and assist with collection tasks
• Develops and maintains strong professional relationships with surety markets in order to maximize opportunity to place business and receive favorable consideration
• Maintains knowledge of new developments or changes with various surety companies and new federal / state laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures
• Provides support to Producers and Senior Bond Account Manager, as needed
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
• Review and analyze reports and take appropriate action to renew, continue or close out existing bonds
• Organize and maintain client files electronically as well as properly document management system with bond transactions
• Other duties as assigned

Specific Knowledge, Skills, and Abilities :

Experience and Education :

Licensing and Credentials :

Systems :

Physical Requirements :