Operations

Transaction Coordinators fulfill new and existing client requests quickly and accurately. Our Operations Team submits new account applications, executes physical contracts, processes billing, and handles legal document change requests. Transaction Coordinators would be exposed to basic account underwriting, which involves reviewing credit reports and other documentation to determine rates and quote surety bond premiums.

Duties include:

• Issue documents from external insurance systems
• Submit applications to multiple underwriting companies
• Execute changes on legal documents
• Analyze market appetite for submission insight
• Strong ability to consistently meet client needs
• Great interpersonal skills to benefit the team environment