Performance Bonds Specialist

GENERAL PURPOSE:

The Performance Bond Specialist is responsible for working with new and existing commercial clients to establish bond lines, review contract requirements, and generate performance bonds.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Able to analyze client financial statements and contracts to find suitable bonding solutions.

· Work with clients and surety companies to establish bond lines.

· Work with clients and surety companies to process and issue performance bonds.

· Manage existing client relationships in tandem with Risk Advisor

· Actively pursue new client opportunities in tandem with Risk Advisor.

· Other job duties as assigned.

REQUIREMENTS:

Knowledge, Skills, and Ability

· Excellent verbal and written communication skills.

· Great public speaking and presentation skills.

· Analytical and detail oriented.

· Strong problem-solving skills.

· Ability to interpret corporate financial statements.

· Proficient in Microsoft Office Suite, especially Microsoft Excel and related software as well as other accounting software programs.

· Ability to work independently and in a fast-paced environment.

· Ability to anticipate work needs and interact professionally with customers.

· Excellent organizational skills.

Education or Experience

· Associate or bachelor’s degree in accounting preferred.

· At least two years of related experience preferred.

· Must have a valid driver’s license.

Working Environment/ Physical Activities

· General office work environment.

· Requires regular use of arms, hands, and fingers.

· Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.

· Required to lift and/or move up to 10 pounds.

HIPAA Compliance

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.