Account Specialist jobs in United States
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Bankers Surety · 1 day ago

Account Specialist

Bankers Surety is a leading provider in the Bail Bond industry, dedicated to delivering superior customer service through collaboration and innovation. The Account Specialist will process incoming agents’ reports, monitor accounts receivables, and manage after-hours transfer bond calls while ensuring effective communication with agents.

Financial ServicesInformation TechnologySecurity
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Responsibilities

Picking up and opening mail
Taking out transfer bonds, large bonds, etc. paperwork
Recognizing correct reports and prepping them for Batch Set Up, Scanning, Cash Entry, Batch Reconciliation, and Rewrites
Key batches with 10 powers or under
Closing batches and assuring month end is completed on time
Communicating with agents about a discrepancy within the report received
Process incoming transfer bonds: set up transfer bonds in BSMS; locate a posting agent; document all phone calls
Oversee and maintain communication with the requesting and posting agents until the transaction is completed
Update BSMS and close any unwritten requests
Use a cell phone and laptop to work independently out-of-office
Responsible for the following: Answer and handle transfer bond calls. Respond to agents’ requests for assistance
Research and make decisions regarding the borrowing of powers between agents
Handle other agency issues of concern

Qualification

Customer ServiceBasic AccountingOffice LiteracyTeam CollaborationBail Procedures

Required

High school diploma/GED
3+ years of Customer Service
2+ years of Basic Accounting math skills
3+ years of Office and Computer literacy
3+ years working in a team setting

Preferred

Bachelor's Degree
working knowledge of internal bail procedures

Company

Bankers Surety

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Florida based financial security company.

Funding

Current Stage
Late Stage
Company data provided by crunchbase