Customer Service Representative

Customer Service Representative

Salary: $45K/year + Benefits

Schedule: Monday Friday, 8:30 AM 5:30 PM

On-site in Woodcliff Lake, NJ

Need someone within a 30-minute drive of the client

• Education: Bachelor's degree in Business, Finance, Insurance, or related field preferred.
• Experience: 0 2 years in customer service, administration, banking, finance, or insurance preferred; insurance experience is not mandatory.
• Process contract surety bond requests , including Bid, Performance, Payment, and Maintenance Bonds .
• Review submissions for accuracy and completeness and collect financial statements, WIP schedules, indemnity agreements, and underwriting documents.
• Prepare bond forms, riders, Powers of Attorney, cancellations, amendments, and related documentation .
• Coordinate with contractors, agents, producers, and underwriters regarding bond status and outstanding requirements.
• Maintain accurate contractor, agent, bond, CRM/agency system, and electronic records .
• Perform contractor credit checks and assist with account management, renewals, and servicing.
• Track bond requests, follow up on pending items, and ensure timely bond issuance and delivery .
• Support customer service and new business development by responding to contractor/agent inquiries and following up on leads.
• Generate departmental, production, pipeline, and sales reports .
• Strong verbal/written communication, customer service, organization, attention to detail, and problem-solving skills required.
• Proficiency in Microsoft Office, especially Excel, Word, Outlook/Google Workspace ; basic Excel formulas preferred.
• Ability to multitask, prioritize deadlines, learn new systems, and work independently and collaboratively .
• Business professional attire required.
• Key success areas: accuracy, turnaround time, responsiveness, underwriting support, customer satisfaction, and workflow management.