KEY OBJECTIVE:                                                                                                                                              

The Document Processing Assistant will provide service and support to the Surety Underwriting team with the main focus of the job related to processing and related functions that contribute to Surety’s business success.   

 

MAJOR RESPONSIBILITIES:                                                                                                                          

Prepare Powers of Attorney for producers and internal employees in a timely and accurate manner and in accordance with department standards.  May involve third party platforms. Prepare filings for Powers of Attorney, including requesting checks. Respond to inquiries and requests regarding producer services functions. Assist in preparing bond verifications. Perform document processing functions by classifying documents and uploading into electronic repository. Support BOR requests by providing copies of bonds and related documents in electronic format. Scan and file General Agreements of Indemnity. Support Records Management Guidelines for Account and Bond files, including access, storage, retrieval and destruction. Provide departmental support in delivering mail, faxes and printouts.  Maintain general office equipment and report maintenance issues. Maintain office supplies. Other duties as assigned.

QUALIFICATIONS:

Attention to detail, neatness and accuracy. Effective communication and customer service skills. Strong organizational and prioritization skills. Excellent PC skills required:  MS Excel and Word.  Ability to respond in a deadline oriented environment. Ability to work and function well within a team environment.