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
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
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
Florida based financial security company.
Funding
Current Stage
Late StageCompany data provided by crunchbase