Client Experience Coordinator (Surety Bonds)
Core
Entry-level coordinator supporting the Surety team in bond execution, account maintenance, and client service activities.
Role type
Entry-level IC client experience coordinator (surety bonds)
Builds
Bid, final, and commercial bonds for clients
Domain
Insurance / Surety Bonds
Required skills
Administrative processing, documentation management, contract review, information extraction, data entry, communication, organization, Microsoft Office proficiency
Preferred skills
Customer service experience, operations experience, willingness to learn, ability to obtain insurance license
Technologies
Microsoft Office, internal surety systems
Responsibilities
Process and execute bid, final, and commercial bonds; review contracts and bond forms to extract information; collect and follow up on underwriting and financial documentation; coordinate routine requests with surety carriers; maintain client bond files and financial records; communicate bond status updates to clients and stakeholders; support Account Managers with servicing activities.
Seniority
Entry-level, recent graduate or early-career