Technical Assistant, Surety

Department: Surety

Job Summary

The Technical Assistant is responsible for providing administrative and technical support to the Surety Department. As directed, handle administrative and technical assignments, including but not limited to preparation of surety related documents, working within the WorkSmart document management systems and Sagitta. Processing of bonds, invoicing and other duties as assigned.

Principal Responsibilities

• Manage mail in Document Management System (WorkSmart)
• Provide assistance with working and maintaining monthly surety bond renewals
• Maintain Client files to company standards in Sagitta
• Handle phone, mail, walk-in customers and other administrative support for Surety Department
• Ability to prepare, type, and compose professional business correspondence, including letters and memoranda.
• Assist team with accounts receivable management on a bi-weekly basis
• Reporting of bonds to surety companies and invoicing/Billing, as directed
• Follow up on requests with clients and carrier underwriters, as directed

Other Functions:

• Ability to plan schedule and organize workload to meet deadlines established by Supervisor